Individuals: Donors, Volunteers, and Prospects

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@EASE  manages all basic contact information.

• Couples may be set up as Significant Others where one address can be used for primary mailings.

• A Shared Donor Summary will accumulate all donations to the same site.

• Family members even the family pets can be noted.

• Note Achievements a donor has received.

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Organizations: Businesses, Religious Groups, Service Clubs, Foundations

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@EASE records multiple contacts for each organization to give you optimum access to the right person.

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Rich Profiles

  

•  Memberships for board or committee and special groups like elite donors.

•  Qualities or characteristics about donors which are important to know and recall.

•  Recognition levels bestowed by the charity.

•  Interests or giving criteria which cement their support.

•  Relationships which exist between individuals and/or organizations.

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Connecting Multiple Levels of Communications

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• Dickens, the CRM which manages touchpoints.

• EaseKMS or Knowledge Management System links documents and agreements to donors.

• Communications links to the web and social media.

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Giving History

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View a complete history by fiscal year for each supporter showing donations, purchases, sponsors' dollars and participation.  Easily identify high-value donors, consistent donors or donors who may have lapsed.

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Wealth vs Want 

 

Let us show you easy it is to build a powerful knowledge base to sustain your charity.

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