The Development/ Fundraising/ Donation module of Theatre Manager has long been a major portion of the system, but is rarely used to it's full capability. Among the other features that have been in place for years, such as the ability to enter unlimited donations for as many campaigns as you are able to manage, the ability to merge anything with custom made form letters, and the ability to track donation histories over the years (and the future), we also have many recent changes that most users are not aware of:
• Pledge Schedules & Sending of Payment Reminders
(as letters or Emails).
• To-Do's and Contact Notes specific
to each donation.
• Allowing multiple Soft Credits per donation.
• Matching Gifts & automatic setup of Matching
Gift receivables.
• Modification of the Donation Receipt
fields.
• Program Years versus Fiscal Year versus Calendar Year.
• Choice of allowing each donation receipt
preference.
• Automatic maintaining of Financial Year for past, current, and future years.
• Maintaining Solicitors,
and if they received a commission for getting the donation.
• Allowing Program Giving
Levels to be calculated on donations, soft credits, and/or matching gifts
or a combination of them all.
• Customized donation specific Marketing
Fields.
• Defaults and customization of Program Names.
• Printing of tax receipts based on
7 different printing options.
• Maintains the next contact date for this
patron so the patron can become an annual donor.
• Easy setting of Relationships
between the donors, ticket buyers, and volunteers.
• Easy maintenance of who your Matching
Gift companies are.
• Specific donor
contact marketing flags.
• At a glance overview of donors giving history for the past 8 years, averages, maximums and minimums.
• History tracking
of each pledge letter, donation thank you, contact note, and donation tax receipt
sent to this patron.
• Vast security access and
options available that can be defined for each employee one what they can
and cannot do.
• Plus the numerous donation detail, summary,
giving trends, giving level, reports geared towards telemarketers, board
members, development staff, and management.