Reach the right people with the right message! Whether generating targeted solicitations or keeping notes on potential major donors, CharityMaster will help you communicate, track and manage your fundraising campaigns and results - starting at less than $500!
See it in operation!
To see a short video demonstrating CharityMaster's extensive donor management capabilities click here.
- Maintain a complete profile on each donor including: a record of all communications; alternative contact information; links to other people in your database (employers, relatives, friends, etc.) and unlimited notes.
- Record the date, type and amount of each donation; how you got the donation; and notes specific to that donation.
- Manage the creation and follow-up of pledges and scheduled donations. Create one time, monthly, quarterly, etc. schedules. CharityMaster reminds you to process payments when they are due and issues a single annual tax receipt for each donor who is on a periodic payment plan.
- Accurately categorize donors – whether a person, company or foundation. Categorize individuals as members, volunteers, donors or any combination. Add your own custom categories.
- Set up to 25 “flags” for each name. Flags may represent the types of mailing lists a person or company wants to be on, the level of a potential donation, VIP status, etc. Select up to three flags and quickly produce a targeted mailing list.
- Track multiple contacts within a company or organization.
- Cross-reference how a person or company came to your organization. Show other relationships between names such as friends and relatives.
- Automatically keep a record of letters and emails sent.
- Assign "phone captains" to be responsible for follow-ups with specific individuals.
- Analyze results of each campaign or donation source.
- Track "in memory of," "in honor of" and matching fund donations.
Try the free 30-day demo version of CharityMaster,
or purchase the software now.