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Schroeder Consulting Service
Presents:
Sage Fundraising 50The ultimate Fundraising Software
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Powerful, yet easy-to-use…
Target your prospects and solicitationsto maximize the rate and level of your results.
Manage the entire pledge and gift
Sage Fundraising 50 offers a complete fundraising management tool to help you:
Manage the entire pledge and giftprocessing cycle more efficiently.
Extend your cultivation capabilities withintegrated no-charge program modules,including volunteer, membership, specialevents management, and more.
Demonstrate your stewardship througheasy and flexible queries and one-clickreport builds.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503
Sage Fundraising 50 offers comprehensive
fundraising and development tools to help
Comprehensive Fundraising
fundraising and development tools to help
you reach new ground in donor acquisition,
fundraising results, and operational
efficiency. This inclusive fundraising
software helps keep the total cost of
ownership in check for all nonprofit
organizations.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Immediately Increase Productivity
Our fundraising software provides an intuitive interface and built-in utilities that
minimize the learning curve, expedite repetitive daily tasks, and help you increase
productivity.
• Insightful interface and navigation shortcuts provide quick access to
information and details about each contact or program area;
• Built-in system "Help" and “Show Me” demonstrations keep new users
learning fast
• Recurring gift payments automatically recalled for fast processing;
• Quick Tool Set speeds a dozen different daily tasks including gift entry,
e-mail list creation, printing, export to Excel and more.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Effective Fundraising Management in a Single System
Easy-to-use and affordable,
Sage Fundraising 50
provides nonprofits of all
types and sizes an
integrated fundraising,
development, and donor
management solution. All
Easily track the acquisition,
cultivation, and recapturing of
lapsed donors, and easily
implement donor retention
programs, such as recurring
giving and deeply personalized
messages, to maximize management solution. All
development focus areas
are integrated at no extra
cost, including grant
proposal tracking, special
event management,
volunteer management,
campaign management,
solicitation tracking, data
import wizard, and more.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
messages, to maximize
fundraising results. Sage
Fundraising 50 supports all core
traditional fundraising
techniques while streamlining
administrative processes,
eliminating wasted time and
money, and providing all the key
tools to analyze and
communicate your results.
Intuitive Interface for Ease of Use
Built with an eye
toward ease of use for
nonprofits, Sage
Fundraising 50
organizes prospect and
constituent
information into an
Straightforward processes
minimize learning curves
and immediately increase
productivity. The system
also includes time-saving
utilities throughout the
system to streamline daily information into an
intuitive interface
featuring a dynamic
navigator pane. This
easy-to-learn design is
a particular help to
groups who rely on
volunteers or who
need to bring new staff
up to speed quickly.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
system to streamline daily
tasks. Plus, nearly every
view in the Sage
Fundraising 50 system
offers the option for a
Snapshot Report—a quick,
configurable graphic—to
visually highlight pertinent
information.
Meet your Development Needs with Customization
Sage Fundraising 50
provides many levels of
flexibility to tailor the
system to reflect your
preferences and better
meet the needs of your
development team. For development team. For
example, design your own
folder interface, display
only the data that is
important to you and your
programs, set your own
Snap Shot graphic
preferences, and
customize any report
template.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
User-defined tables and fields provide more
control over what you want to track and let you
include attributes and demographics that may be
unique to your organization.
Streamline Gift Processing and Daily Tasks
Your staff can quickly capture critical gift
data using the Quick Gift Entry feature to
quickly enter all types of gifts, including
pledges, pledge payments, and soft
credits, into the Sage Fundraising 50
system. Built-in tools automate the system. Built-in tools automate the
processing of recurring gifts and help
users quickly process bank drafts and
credit card gifts and create a quick export
file for bank processing. Other gift
processing features, such as Match
Potential and Pledge Scheduling,
maximize efficiency and accuracy. The
system can generate pledge reminders or
reports to simplify your collection
process.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Online Gift Processing
Sage Fundraising 50 gives you the flexibility to choose any online
giving service or retain the one you use currently. Import donor and
gift information into Sage Fundraising 50 in one easy process. Pre-
built templates for PayPal, Network for Good and others are included
and can be customized to match your current processes.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Easy Data Import Wizard
Quickly and easily import data from third-party
applications, list acquisitions, online giving
services, or other systems in your office. The
Import Wizard in Sage Fundraising 50 allows
you to drag-and-drop data onto the desired
card, visually verify accuracy, and validate your card, visually verify accuracy, and validate your
data before importing. Update-and-replace
functionality enables you to quickly update a
constituent’s address in the system or replace
items such the e-mail addresses or phone
numbers that you have on record. You also can
save templates for future quick imports of the
data you consistently need in Sage Fundraising
50.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Monitor Campaign Success
Measure the success of each
campaign against stated goals, and
track the origin of results, whether
generated by e-mail, direct mail,
telemarketing, or event. View real-
time accounting of solicitations,
campaigns, and funds. Sage campaigns, and funds. Sage
Fundraising 50 automatically
calculates the cost-per-dollar raised
and the net income of a particular
solicitation. Easily create customer
reports to share with the campaign
stakeholders at any point during or
after the campaign.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Maximize Response with Targeted Solicitations
Selectively target your prospects and solicitations to maximize your results. Sage
Fundraising 50 promotes donor acquisition, cultivation, and retention through
comprehensive profiles, moves management and tickler tools, and complete
communication histories. Sage Fundraising 50 tracks and records each solicitation to each
constituent, allowing you to track responses and effective communication vehicles for
each donor, targeting successful solicitations for future campaigns. Use the flexible query
options of Sage Fundraising 50 to report on specialized campaigns, recurring gift programs,options of Sage Fundraising 50 to report on specialized campaigns, recurring gift programs,
and more to analyze and adjust communications with donors.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Cultivate and Motivate with Built-in Communications
Sage Fundraising 50 has a range of e-mail, mail merge, and other communication
tools that work directly in the system. Format newsletters and other promotions
with hyperlinks and HTML formatting for professional results. Target your e-mail
lists, and easily send customized bulk email. Use time-delayed batching tools to
increase communication effectiveness and avoid spam filters that block your
mass communications. Sage Fundraising 50 works directly with Microsoft Outlook
to display your e-mail, calendar, and task lists right from the system.to display your e-mail, calendar, and task lists right from the system.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
A Visual View of Your Constituents’ Relationships
Sage Fundraising 50 allows you to easily
track relationships between donors and
prospects, employers, volunteers, staff,
and more. An exciting graph displays the
relationships, making cultivating donors,
planning, and making the “ask” a
comprehensive approach for major gifts, comprehensive approach for major gifts,
capital campaigns, and planned giving
initiatives. Fully customize the
relationship table to fit your organization
by assigning a different color to each
relationship type. With one click of the
mouse, move from one constituent to
another to see how all of your donors are
connected.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Flexible Built-in Reporting
Data is only helpful if can you find, extract, and present the information effectively.
Sage’s fundraising software gives you the tools to communicate your results and
demonstrate good stewardship.
• More than 100 default reports come standard with the fundraising software system, with easily More than 100 default reports come standard with the fundraising software system, with easily
customizable options for each report
•For executives, major donors and boards: Produce campaign progress reports, performance
analyses, campaign results, and many more standard and custom reports.
•For strategic targeting and analysis: Easily run queries to compare campaigns or years, examine
levels of giving by demographic, pinpoint messaging targets, and more.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Customization for your Needs
Sage Fundraising 50 provides many
levels of flexibility to tailor the
system to reflect your preferences
and needs. You have the flexibility to
set up customized user views with
the fields you rely on most. Use an
unlimited number of attributes to unlimited number of attributes to
record your data specifically to your
organization, programs, and
campaigns. By adding the fields and
tables that fit your campaigns, you
can easily get reports on the
information you need.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Extensive Fundraising and Development Capabilities
The Sage Fundraising 50 system provides the tools to strengthen and support the
efforts of your staff.
• Donor Acquisition and Development—promotes donor acquisition, cultivation, and retention through
comprehensive profiles, moves management and tickler tools, and complete communication histories
• Online Gift Processing— easily capture donations via the Web, streamline online donation data entry, and
maintain PCI compliance with complete payment processing right from the fundraising softwaremaintain PCI compliance with complete payment processing right from the fundraising software
• Primary Development Program Modules—with Sage Fundraising 50, you are purchasing built-in event
management, volunteer management, and membership management software, covering all your current and
future development needs
• Streamlined Gift Processing—save time and money by managing the entire gift solicitation, entry and
acknowledgement process more efficiently for all your programs
• Integrated Communications—a range of e-mail, mail merge and other communication tools work directly with
the system to help you better target your constituents and solicitations.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
Seamless Integration into Accounting Applications
Eliminate duplication of data entry and manual verification of gifts with the
finance department. Seamless GL Export Integration with Sage MIP Fund
Accounting or Peachtree by Sage saves both time and money. Easily view key
reference information on exported gift records, making balancing between the
two applications painless. Sage Fundraising 50 is flexible enough to export files
to map to the accounting system of your organization’s choice.to map to the accounting system of your organization’s choice.
471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007