Setup fees and data migration services not included unless specified.
Unlimited Support M-F during business hours7:00 am-6:00 pm CT via phone, email, web
All Updates and Upgrades
CRMNurture relationships and manage donor and prospect data and interactions. Gain actionable donor insights, identify opportunities, and build, test, and deploy campaigns targeted to generate the highest return on investment.
Sustainer TrackingReports and specialized features help you better maintain and accurately analyze your sustainer program.
Premium InventoryComplete inventory control with individualized and unlimited premium coding, bundling, and label printing along with detailed tax receipts and audit trails for every inventory transaction.
Comprehensive ReportingBuilt in analysis and management reports that can be customized and scheduled to run on a regular basis.
Mobile-Friendly Campaign AppSecure campaign pages shows live progress reports for multiple campaigns to drill down all the way to the individual donor level for each method of solicitation.
Pledge and Payment ProcessingSeamless secure integration with payment processors means there is no need to store or transmit sensitive data and allows you to process monthly payments automatically.
Unlimited Support 24x7x365
Online Donor AccountsDonors can log in and update their own contact and payment information, add contacts, print tax receipts, view and make payments and pledges. Pages can be customized dynamically with targeted messaging.
Call Center InterfaceAllegiance has partnered with ACD Direct to create a call center application programming interface (API) that allows the call center to utilize their own software to enter your pledges, including premiums, survey questions, modes of payments, and many other parameters.
On-Air Drive Challenge and Goal TrackerSet up goals and challenges ahead of time or on the fly, then track your progress in real time.
Unlimited Secure Pledge and Survey Pages
Unlimited Scripted Pledge Entry FormsGo paper-free with browser-based pledge forms that include search capability for your staff or volunteers.
Volunteer ManagementStore individual preferences, abilities and availability for easier volunteer recruitment and retention. Online volunteer sign-up, check-in and check-out, plus full featured reporting capabilities.
Major Giving Cultivation and Mobile AppCustomizable action plans and automated on-going personalized communications plus a mobile app for on-the-go access to update accounts and add visit notes, activities or special interests from any location 24/7.
The Address Automation module, utilizing Satori Software is CASS™-certified for Zip+4 and address correction and PAVE™-certified for postal presorting, providing all required postal reports for best postal rates, bar-coded address labels and sack or tray tags.
The optional MOVE Agent seamlessly processes your mailing lists using the latest 48-month NCOALink® database in real time. Move Update credits are pre-purchased. Each address checked deducts one credit from your account.
|MOVE Agent (NCOA) Credits|
|Volume||Price per 1,000 Credits|
|up to 50,000||$5.00|
|up to 100,000||$3.80|
|up to 250,000||$3.30|
|up to 500,000||$2.90|
|up to 1,000,000||$2.50|
|up to 2,000,000||$2.20|
|more than 2,000,000||$1.90|
Corporate Matching Gifts Bundles
Manage your corporate matching gifts program with automated features and reporting capabilities that maximize revenue from companies that match the gifts of their employees. Includes fully integrated HEPdata Services which gives you access to the largest, most trusted, and most widely used database of over 20,000 corporate matching gift programs, employer-specific forms and policies.
- HEP Employer Find
- HEP Auto Match
- The HEP Gift Plus Online
Manage your corporate matching gifts program with automated features and reporting capabilities that maximize revenue from companies that match the gifts of their employees. Includes fully integrated Double the Donation Premium.
- Hosted Matching Gift Page
- Embedded Plugin
- Add plugin on up to five webpages
- Fully customizable design with CSS
- Integrates with the donation process
- Integrates with payment vendors
- Instant Setup
- Unlimited Users
- Access to Marketing Catalog
Streamline your auctions.
Take care of all aspects of your auction, from telemarketing to solicit donations through creating lots, scheduling, donor bid entry, invoicing, thank you notes and tax receipts.
- telemarketing for donations
- lot generation, packaging and on-air production
- bid entry and payment processing
- post-auction wrap-up and reporting
Empower Your Leadership Team
Designed specifically to meet the needs of the CEO, CFO, General Manager and other members of the leadership team, an Executive Portal license provides web-based access to critical fundraising data via an easy-to-use interface that requires virtually NO training.
Automate Day Sponsor Scheduling and Management
Customize, manage and track your day sponsorship program for multiple stations.
- Set the maximum number of day sponsors each day.
- Reserve specific days for multiple years with or without pledges attached.
- Store day, date, future reservation dates, dedication wording and other details.
- Automatically track the date reserved, payment status, credits pending, and credits aired.
- Store, search and identify reservations made without payments or pledges.
- Generate confirmation letters, dedication/credit wording forms and requests for payment.
Add Purchased Data to Your Account Records
Identify prospects who have the potential to make gifts by adding and integrating data purchased from outside research firms or your own collected data.
- Fields can contain customized information including dollar amounts, counts, and alpha/numeric data providing a high degree of flexibility.
- Maintain data on corporate prospects with fiscal year, number of employees, gross/net profits, etc.
- Interfaces with other Allegiance modules and systems.
- Integrates the appended data with the existing Allegiance fields for segmentation and reporting.
- Creates reports detailing donor information as well as appended data information on any segments.
Streamline the Management of Your Children's Club
Saves time, retains valuable information, and automates club benefits.
- Automatically changes the membership status of the children based on parent or guardian renew status and giving level.
- User-defined parameters (“beginning” age, “ending” age, and parents giving level) for club membership criteria.
- Stores information about the children in the parent or guardian account.
- All information in the Kid Record, including email address, is available for downloading and mail/email merging.
- Allows contact to the children or the parent/guardian.
- Stores name pronunciation to aid on-air production.
- Includes automated functions for sending renewal gifts and birthday cards.