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Sage FR50

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Sage Fundraising 50
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Schroeder Consulting Service Presents: Sage Fundraising 50 The ultimate Fundraising Software 471 W. 36th Avenue, Suite 200 - Anchorage, Alaska 99503 - Phone: (907) 277-5007
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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


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