School Fundraising & Advancement Software

• Planner - Access contact and grant information directly from the planner.
• Contacts - Track multiple contacts within households and corporations.
• Reports - Process and report on all kinds of receipts, including online gifts, matching gifts, in-kind gifts, tributes, pledge payments, membership fees, grants, anonymous gifts, and recurring gifts.
• Mailing - Design letters, labels, thank-you notes, reminders, and more.
• Online Payments - Validate and process credit card transactions online. Reduce costs and paperwork for handling electronic payments.
• New Donors - Define cultivation status and use complete contact history as a tool for cultivating donors - known as Moves Management^®.
• Software Search - Query any field in your database.
• Secure Data - Secure sensitive information by controlling view and edit rights at user and workgroup levels.

• Manage donors, alumni, prospects, solicitors, and tributes
• Customize user-definable fields for storing donor details
• Enter date-stamped notes in a record's free-flowing notepad
• View giving history of any donor or group of donors
• Track relationships with other individuals and organizations
• Email individuals, groups, or the individuals and organizations identified by a query

Cultivation

• Access contact and grant information directly from the Planner
• Track method of contact (phone, visit, etc.)
• Print or email reports for contacts, solicitors, calendar, even complete notes history
• Assign solicitors to contacts
• Interface directly with the WealthEngine website to research prospects

Segmentation & RFA Analysis

• Set up donor segmentation codes to identify donors based on frequency of giving and most recent amounts given
• Use these codes for fine-tuning your targeted appeals

Membership

• Integrate membership data with your donor database
• Track and report on membership history
• Print membership cards

Sustain’s Mail Merge wizard moves you step-by-step through the mailing process for letters and email.

Email

• Create HTML email templates for your newsletters, alerts to your constituents, etc.
• Embed individual donor data in email 'thank-yous', pledge reminders, and general correspondence
• Take advantage of the Outlook^® synchronization within your Sustain Planner

Mail

• Seamless interface with Microsoft Word helps you design letters, labels, 'thank-yous', reminders, and more
• Create, modify and merge documents
• Add merge fields and barcodes easily to any document
• Avoid repeat mailings within families or organizations
• Expand mailings to reach team members or employees

• Plan, manage, and report on special events
• Share one database and donation history with Sustain
• Track commitments including grants, contacts, appointments, and tasks with the daily Planner
• Display solicitation appointments, Moves Management^® steps, staff coordination, notes, and more
• Built-in pledge and grant reminders
• Move entries to different time slots and days, and transfer entries to other users
• Print reports on all scheduled tasks in a timeframe
• Synchronize calendar with Microsoft Outlook

Gifts

• Validate and process credit card transactions online
• Process and report soft credits and tax value
• Attach gifts to individuals (for separate giving histories) or to households and corporations (for combined histories)
• Allocate gifts to separate funds, campaigns, and appeals
• Split gifts between different funds
• Associate gifts with solicitors
• Associate gifts with one or more tributes, memorial or honorary
• Gift details can be stored in user-definable fields
• Enter gifts using batch processing

Grants

• Record and track proposal dates, guidelines, documents, and correspondence
• Use free-flowing notepad for each grant
• Grant deadlines appear as tasks on daily Planner

Pledges

• Attach pledges to all types of constituents: individuals, corporations, etc.
• Allocate pledges to separate funds, campaigns, and appeals
• Associate pledges with solicitors
• Pledges can be matched, and the match rate and match party are entered right in the original pledge
• Enter detailed pledge information in user-definable fields
• Flexible payment schedule (monthly, bi-monthly, semi-annually, annually, or user-defined exceptions)
• Write off a pledge balance and record details about the write-off
• Generate solicitations, reminders, and thank you letters
• See automatic "Pledge Reminders Due" notice on your daily planner, click on that reminder and you're taken into Pledge Reminders processing

• View donor information instantly with built-in financial summaries
• Customize your own views on user-definable standard forms
• Run standard reports to see a comprehensive summary of a constituent's entire record including contact and giving history
• Consolidate frequently-used fields on a single screen for convenient viewing and editing
• Create folder alerts that pop up to remind users of crucial information about constituents
• Secure sensitive information by controlling view and edit rights at user and workgroup levels
• Prohibit users from editing gifts after posting

• Import mailing lists, spreadsheets, query definitions, lists of donors, alumni, prospects, members, gifts, tributes, etc.
• Import information for custom tables you design
• Export directly to Excel or ASCII text files, PDF, Microsoft^® Word, Excel, Lotus^®, XML or your email application
• Query any field in your database, including your own custom tables
• Add formatting to your query using the Quick Report Wizard to create a report "on the fly"
• Associate your quick report with the query to format it the same each time you run that query
• Choose from hundreds of standard reports that let you set the parameters
• Built-in standard reports help you track the success of your appeals, campaigns, funds, solicitors, and events