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DevelopmentLogic
Fundraising System Features |
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| Multi-Level
Password Protection Donor Data Import/Export Contact Manager Duplication Check Auto-Entry of City Multiple Export Field Lists On-Screen Duplicate Donor Consolidation Soft Donations Automatic Thank-You Letters Sweeping List Code Addition/Replacement Auto-Segmentation Multi-Level Password Protection: DevelopmentLogic maintains an account for each person who will be using the program. Each user may be given different "rights" within the program. For example, a particular user may be given the right to add new donations, but not to view sensitive information about donors -- such as their donation histories. Donor Data Import/Export: Donor information may be imported/exported from/to ASCII files. This is convenient if you have your mailing labels printed out of house, or you wish to bring donor data from another program into DevelopmentLogic. Contact Manager: The DevelopmentLogic contact manager allows you to schedule donor telephone or other types of contacts. Each day when you start DevelopmentLogic, you will be reminded if you have scheduled contacts for that day. DevelopmentLogic supports any number of staff of volunteer "workers" within your organization, each with their own group of donors to solicit. Duplication Check: DevelopmentLogic allows you to check for duplicate names and addresses, and even gives you control over how "sensitive" it is in selecting potential duplicate accounts. Suspected duplicate accounts may be printed using any of the available report formats. Although DevelopmentLogic will not add an exact duplicate record (unless directed to), a misspelled name can cause duplicates. Also, duplicate names may be introduced if you import data from another program. Auto-Entry of City : When adding a new donor account, DevelopmentLogic will automatically enter the city and state after you enter the postal code. Multiple Export Field Lists: DevelopmentLogic allows you to maintain any number of export field lists. Now you can maintain separate export field lists for all of your export needs. For example, you may use one field list for mail merging, another for sending information to a mail house. On-Screen Duplicate Donor Consolidation: In addition to finding and reporting suspected duplicate donor accounts, DevelopmentLogic allows you to easily merge together the histories of duplicate donors. After running a duplicate donor check, DevelopmentLogic will create a selection of suspected duplicate donor records. While viewing the selection on your screen, you are able to confirm suspected duplicate donors, highlight their names, and have DevelopmentLogic automatically consolidate their histories into a single donor account. Cleaning up your database of donors is an important function of a fundraising management software. You may also use this feature to move specific donations, pledges, memos, etc. from one donor account to another without having to reenter them. Soft Donations: Soft donation credit may be given to a donor for stimulating the giving of another donor. For example, let's say the John Smith successfully lobbied a corporation for a gift of Euro 1,000. The Euro 1,000 would go into the corporation IBM's history, and a soft credit for Euro 1,000 would go into John Smith's history. Because the Euro 1,000 in John Smith's history is "soft", it is not included in his actual cash totals. However, it is on record. For specific selections and reports, you may tell DevelopmentLogic whether or not to count soft credits. Automatic Thank-You Letters: As you are entering a donation, you may specify which thank-you letter to use to acknowledge the gift. When you run the General Ledger report, DevelopmentLogic will automatically create the mail merge files your word processor needs to print the corresponding thank-you letters. You may configure DevelopmentLogic to use any number of form letters, and each form letter may use any of the data fields available in DevelopmentLogic (donor name, address, donation date, donation amount, etc.). Sweeping List Code Addition/Replacement: In addition to associating specific donors to one or more mailing lists on an individual basis, you may also assign mailing list codes to donors based on any condition you wish. This sweeping list assignment action can save many hours of data entry time that would otherwise be spent assigning donors to lists one at a time. Auto-Segmentation: DevelopmentLogic has the ability to automatically segment your donorbase using conditions defined by you. DevelopmentLogic accomplishes this by actually making code field entries for you automatically based on conditions you have previously defined. For example, if you wish to segment donors into giving categories, you could use this feature to automate the process. |
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