Major Giving provides separate access to authorized users for confidential major donor information, as well as access to basic MemSys information.
Input
- Confidential major giving information only accessible to authorized users
- Identify major donors individually on the donor screen OR
- Audit all donors, by giving patterns, to identify confirmed or prospective major donors
- View major donors assigned to segments based on user-defined selection criteria
- Employment information includes workplace addresses, professional titles and contact information
- Extended Giving History fields
- Separate annual giving totals for last eight years (calendar or fiscal) and lifetime total
- Includes all giving history, not limited to membership gifts
Extensive personal information fields above and beyond basic MemSys include:
- Seven phone number fields, plus best time to call
- Email fields including CCs for assistants, legal counsel, business managers, etc.
- Place-of-employment contact fields for both donor and spouse
- Assistant contact information fields for both donor and spouse
- Field to track children’s information including name, address, birth date and age
- Detailed alert system, including major donor alerts, board notes, interest, profile and strategy
Moves Management
Contact management system tracks unlimited contacts and follow ups:
- Automatic follow up pop-up alert upon user log-in
- Print contact/follow-up lists by date range
- Specific forms of contact: call, email, letter or visits
- Extensive space for detailed information
- Standardized contact subject capability
- Prior or planned contacts listings include date, type, staff, follow-up date, completed flag
- Moves management reporting by contacts, payments and/or last gift by date range
Mailings & Reports
- Unique major donor mailings easily export personalized information for use by authorized users
- Activity history lists detail on all mailings sent: solicitations, invitations, tax receipts, pledge reminders and more.
