Save Time

• Single pass segmentation creates multiple subset data files allowing you to treat each segment differently.
• Segments on any or all of over 400 fields allowing you to literally create billions of unique segments.
• Each segment can have a separate comment message and a separate upgrade table based on the giving fields selected.
• Random selects feature allows you to test fundraising methods, i.e. paper color and fonts.
• Merges mail group output back together after the segmentation process has been completed to provide for greater postal savings.
• Stores a file in each account with a record of each mailing they were ever sent and which segment they were in for each mailing.
• A built-in formula calculates an upgrade amount, based on the donor’s ability to give rather than limited, pre-determined tables.
• Downloads information to be incorporated into the text of personalized renewal letters.
• Specialized reporting features provide a means to evaluate effectiveness of renewal upgrades.
• Prints daily reports detailing all transactions and creates the interface file and audit trails for the general ledger.
• Prints financial control total reports and aging reports to meet the new requirements of FASB for maintaining pledge receivables.
• Prints pledge billings on a daily basis to maximize fulfillment.
• Maintains and prints user-defined codes such as mailing functions, member/donor classes, programs, breaks, premiums, etc.
• Prints analysis reports for donor counts, payment summaries, donor and solicitation profiles, renewals, pledge fulfillment, cash flow and lifetime value.
• Prints management reports detailing required PBS/SIP pledge and fulfillment data, projected guide counts, premium costing and outstanding premiums.
• Produces income-generating solicitations such as additional gifts, lapsed member appeals, prospects, canceled pledges, email and web solicitations and follow-up fulfillment requests.
• Analyzes solicitation appeals to determine respondent’s and non-respondents’ behavior in order to target the most productive file segments for additional solicitation.
• Each account is automatically assigned one of 9 statuses, preventing accounts from falling through the cracks.
• Runs all of the following with one function:
  • guide labels
  • monthly reminders
  • renewals
  • thank yous
  • premium labels
  • benefit labels
• Generates year-end tax receipts indicating the total amount of contributions, the value of premiums/gifts and a final calculation of the tax-deductible portion of the contributions.
• Moves data to PC data files for easy transfer to your preferred word processing, spreadsheet, or database program.
• Connects the records of multiple entities and defines their relationship.
• Allows both subscription member and annual renewal member types.
• Account specific mail code suppressions .
• Member benefits are tracked separately from premiums to allow for fair market value tax receipt adjustments.
• A sustainer program generates automatic renewals for credit card, EFT, payroll deduction and cash pledges.