Donor Management Module

• Develop and maintain profiles of your donors and contributors for advanced targeting of campaigns.
• Track giving amounts and personal demographics to target future requests.
• Track key information associated with donors and prospects, including contribution data.
• Use dynamic “Snap Shot” charts to display key data for campaigns, appeals, funds, events, proposals, membership drives, and more.
• Schedule and track solicitation activities for each targeted donor—record how they respond to improve future communication strategy.
• Set up and track key communication opportunities to develop relationships.
• Access comprehensive demographic information for any individual, family or organization.
• Review the relationships, affiliations, memberships and history of each donor.
• Create notes and track a range of donor attributes directly in profiles.
• Enhance profiles with PDFs of photos or scanned documents.

Campaign Management Tools Module

• Use this fund raising software module to plan and manage simple appeals or simultaneous multiple campaigns.
• Increase the effectiveness of your fundraising campaign processes from prospect analysis and communication delivery to measuring results.
• Plan effective campaigns with standard analytical reports that show performance summaries by campaign and fund relative to previous year or current goals and direct mail analysis.
• Selectively target solicitations and maximize the rate and level of your response.
• Quickly access online status of campaign progress through Snapshot Campaign Summary Reports or Campaign overview graphs.
• Easily track and report on each activity’s cost-per-dollar-raised directly in this fund raising software.

Gift and Pledge Tracking & Receipting Module

• Record and retain detailed information for all types of gifts and pledges.
• Record split gifts and soft credits to acknowledge shared gifts properly.
• Use quick data entry tools to help staff speed up gift data entry and optimize staff time.
• Schedule and track pledge payments.
• Set up automatic or flexible payment schedules.
• Automate pledge reminders.
• Generate gift receipts where preferred or required.

Memberships Management Module

• Easily and quickly profile each member to track your constituency, and let you easily determine when they joined, who they have relationships with, and when its time for them to renew their membership.
• Track renewals, lapsed, and dropped members.
• Automatically generate renewal notices in advance of expiration.
• Easily query and report on expiring memberships to proactively generate increased renewal rates and target possible membership upgrades.
• Create standard reports, such as membership lists, membership level lists, status, and analysis of membership changes.
• Easily run reports to create directories, monitor, or anticipate meeting attendance.

Event Management Module

• Built-in event management software with no extra modules to buy.
• Plan, organize, and manage all aspects of both simple and complex fundraising events.
• Manage the complete event cycle, including event and activity planning, invitations and responses, registration, attendance, guest information, and seating and grouping.
• Tracks fees associated with events, and generate gifts and pledges if the fee (or a portion of it) is considered a donation.
• Tailor Sage Fundraising 50’s Event Management system for your specific types of events—galas, conferences, golf tournaments-whatever works for your organization.
• Maintain participant information as well as expenses and revenues generated for cost benefit analysis.
• Track single or multiple events.
• Track event-specific expenses.
• Track and process invitations and registrations.
• Tag non-constituents on guest lists.
• Produce name tags.
• Create event planning reports.

Gift Matching Module

• Maximize your efforts to capture all possible donor dollars by identifying possible matching gift opportunities.
• Tracks and identify relationships between employers and your constituent to take full advantage of and collect on all possible contributions.
• Track employment relationships.
• Reduce data entry with automatic creation of matching gifts.
• Create reports for matching gifts.

Honor/Memory Notification (Tributes) Module

• Track all gifts made in honor or memory of an individual or individuals.
• Notify family members and properly acknowledging the donor and honoree.
• Use unlimited honor/memory name listing.
• Take advantage of reporting/notification capabilities.

Contact Management Module

• Maintain and track the status of all donor contacts including, solicitations, invitations, and correspondence.
• Never miss a scheduled contact with Sage Fundraising 50’s tickler reminder feature.
• Increase your organization’s opportunities with Sage Fundraising 50’s proposal tracking card.
• Associate each prospect with a staff member and let Sage Fundraising 50 alert you to upcoming proposal steps and deadlines.
• Track donors, members, relationships, corporations, and foundations.
• Recruit and manage volunteers.

Volunteer Management Module

• Sage Fundraising 50 provides built-in volunteer management software with no extra modules to buy.
• Contact, coordinate and manage your volunteer work force.
• With the Volunteer Management Module, build volunteer profiles to track preferred hours, availability, and key skills and interests to match volunteers with available jobs.
• Create volunteer schedules, track hours, and value of volunteered time for development reports.
• Schedule thank you notes to manage volunteer relationships with the volunteer management module of Sage Fundraising 50. Track of when the volunteer's next award is due.
• Track of when the volunteer's next award is due.

Communication Management Module

• Use e-mail and direct mail management to effectively communicate with your constituency to personalize your message and tell your story.
• Use Sage Fundraising 50's built in capabilities to create personalized appeals or thank-you notes and acknowledgements.
• Easily and quickly create and send emails directly to reduce mailing costs and increase effectiveness.
• Print customized pledge reminders, Canadian and US gift receipts, acknowledgments, and more.
• Use quick label and envelope print options.
• Email and merge email capabilities directly in system.
• Merge custom constituent data into personalized letters.
• Easily mass-email your newsletter.

Reporting Module

• Use this powerful built-in report writer without needing a consultant to set up and implement.
• Use standard reports or create custom reports that meet your needs.
• Produce campaign progress reports, performance analyses, and campaign results for executives, major donors, and boards.
• Use analytic reports for strategic targeting and analysis.
• Easily run queries to compare campaigns or years, examine levels of giving by demographics, pinpoint messaging targets, and more.
• Produce multiple-screen, solicitation, and appeal reports.
• Use advanced data analysis and detailed queries.
• Use output customization and volunteer value calculation tools.
• Easily create year-end statements.

System Features Module

Sage Fundraising 50 delivers critical system features to help manage your constituent database for efficient and accurate data mining.

• Accounting Interface — Integrated with Sage MIP Fund Accounting
• Import/Export tools — import constituent data, gifts, pledges, and more
• Utilities to manage your data — Merge/Purge, NCOA
• Merge/Purge utility — merge duplicate records
• Duplicate check utility — check your data for duplicate records