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 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. 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 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 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. Straightforward processes minimize learning curves and immediately increase productivity. The system also includes time-saving utilities throughout the 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. Powerful, yet easy-to-use, Sage Fundraising 50 offers a complete fundraising management tool to help you: ■ Target your prospects and solicitations to maximize the rate and level of your results. ■ Manage the entire pledge and gift processing cycle more efficiently. ■ Extend your cultivation capabilities with integrated no-charge program modules, including volunteer, membership, special events management, and more. ■ Demonstrate your stewardship through easy and flexible queries and one-click report builds. SAGE FUNDRAISING 50 Continued ▼ An intuitive interface and built-in shortcuts make Sage Fundraising 50 very easy to learn and use. The dynamic desktop view provides an at-a-glace donor profile and easy navigation to deeper details.
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Effective Fundraising Management in a Single System
Easy-to-use and affordable, Sage Fundraising 50 provides nonprofits of all types and sizes anintegrated fundraising, development, and donor management solution. All development focus areasare integrated at no extra cost, including grant proposal tracking, special event management,volunteer management, campaign management, solicitation tracking, data import wizard, and more.Easily track the acquisition, cultivation, and recapturing of lapsed donors, and easily implement donorretention programs, such as recurring giving and deeply personalized messages, to maximizefundraising results. Sage Fundraising 50 supports all core traditional fundraising techniques whilestreamlining administrative processes, eliminating wasted time and money, and providing all the keytools 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 andconstituent 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 upto speed quickly. Straightforward processes minimize learning curves and immediately increaseproductivity. The system also includes time-saving utilities throughout the system to streamline dailytasks. Plus, nearly every view in the Sage Fundraising 50 system offers the option for a SnapshotReport—a quick, configurable graphic—to visually highlight pertinent information.
Powerful, yet easy-to-use, Sage Fundraising50 offers a complete fundraisingmanagement tool to help you:
n Target your prospects and solicitationsto maximize the rate and level of yourresults.
n Manage the entire pledge and giftprocessing cycle more efficiently.
n Extend your cultivation capabilities withintegrated no-charge program modules,including volunteer, membership, specialevents management, and more.
n Demonstrate your stewardship througheasy and flexible queries and one-clickreport builds.
SAGE FUNDRAISING 50
Continued t
An intuitive interface and built-in shortcuts make Sage Fundraising 50 very easy to learn and use. The dynamic desktop viewprovides an at-a-glace donor profile and easy navigation to deeper details.
Meet your Development Needs with Customization
Sage Fundraising 50 provides many levels of flexibility to tailor the system to reflect yourpreferences and better meet the needs of your development team. For example, design your ownfolder interface, display only the data that is important to you and your programs, set your ownSnap Shot graphic preferences, and customize any report template. User-defined tables and fieldsprovide more control over what you want to track and let you include attributes anddemographics 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 enterall types of gifts, including pledges, pledge payments, and soft credits, into the Sage Fundraising50 system. Built-in tools automate the processing of recurring gifts and help users quickly processbank drafts and credit card gifts and create a quick export file for bank processing. If SagePayment Solutions is enabled, the user can connect to the Verus Virtual Terminal and process thetransactions in real-time. Manage the entire gift processing function more efficiently using theflexible gift tracking system. Other gift processing features, such as Match Potential and PledgeScheduling, maximize efficiency and accuracy. The system can generate pledge reminders orreports to simplify your collection process.
Integration with Sage Payment Solutions
Reduce time spent processing your credit card donations! Sage Fundraising 50 has optionalintegration with Verus Card Services, a Sage Software company, for credit card and ACHpayments for gifts and pledges. You can choose to process your transactions in real-time or batchmode. The system processes all major credit cards (Visa, MasterCard, American Express, DiscoverCard, Diners Club, and the JCB card). Access to Online Reporting 24/7 is available for Verus CardServices. There is no equipment purchase necessary to process your credit cards, and SageSoftware adheres to payment card industry data standards to ensure secure payment processing.The integration between Sage Fundraising 50 and Verus Card Services will enable yourorganization to process your donations efficiently and fund your programs quickly.
Online Gift Processing
Sage Fundraising 50 gives you the flexibility to choose any online giving service or retain the oneyou use currently. Import donor and gift information into Sage Fundraising 50 in one easyprocess. Pre-built templates for PayPal, Network for Good and others are included and can becustomized to match your current processes.
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 data before importing.Update-and-replace functionality enables you to quickly update a constituent’s address in thesystem or replace items such the e-mail addresses or phone numbers that you have on record. Youalso can save templates for future quick imports of the data you consistently need in SageFundraising 50.
n Advanced profiling improves donor
acquisition and prospecting results
n Drive increased campaign
effectiveness and track costs-per-
dollar raised
n Moves management tools help you
cultivate gifts and relationships
n Streamline gift processing, and other
daily tasks to improve organizational
effectiveness
n Integrate all your programs into one
easy to manage system
n Straightforward interface simplifies
learning curve for new staff or
volunteers
Sage Fundraising 50provides a built-in drag-and-drop data importwizard, enabling you toget the data you needinto the system quicklyand easily.
PRODUCT BENEFITS
Reports: Identify Opportunity, Administer Programs, Display Results
Sage Fundraising 50 offers a built-in reporting system to let you easily create operations reports,analyze campaigns, and manage all areas of fundraising. The flexible Query function makes iteasy to get the precise information you need right in the system, without expensive consultantsor programming assistance. Once you have the data, Sage Fundraising 50 provides a one-clickexport to an Excel spreadsheet with the Quick Export feature. Save any report in the system or asa PDF, or save its most commonly used query. Hundreds of standardized reports can becustomized for your special needs. Use reports in every aspect of managing your fundraisingoperations—transmittal logs, gift receipts and acknowledgments, results analysis by campaignand fund performance relative to previous year, current goals, or communication vehicles, amongother options. Share any news or report easily with Outlook integration with your donors,executives, board, or other stakeholders by e-mailing reports directly from the system.
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 ofsolicitations, 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 toshare with the campaign stakeholders at any point during or after the campaign.
Maximize Response with Targeted Solicitations
Selectively target your prospects and solicitations to maximize your results. Sage Fundraising 50promotes donor acquisition, cultivation, and retention through comprehensive profiles, movesmanagement and tickler tools, and complete communication histories. Sage Fundraising 50 tracksand records each solicitation to each constituent, allowing you to track responses and effectivecommunication 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, and more to analyze and adjust communications with donors.
Cultivate and Motivate with Built-in Communications
Sage Fundraising 50 has a range of e-mail, mail merge, and other communication tools that workdirectly in the system. Format newsletters and other promotions with hyperlinks and HTMLformatting for professional results. Target your e-mail lists, and easily send customized bulk e-mail. Use time-delayed batching tools to increase communication effectiveness and avoid spamfilters that block your mass communications. Sage Fundraising 50 works directly with MicrosoftOutlook to display your e-mail, calendar, and task lists right from the system.
“Sage Fundraising 50 gives me a
one stop resource for all critical
development information at a
realistic price. With it we can keep
all information organized and find it
very easily and quickly.”
Daniel Sayger
Chief Development Officer
Prevent Blindness Indiana
Flexible query optionsand built-in reportingtools can save youhours previously lost ondata extraction andreport format.
Sage FundraisingSage Fundraising 50
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Sage Software supports the needs, challenges and dreams of more than 2.6 million small and midsized
business customers in North America through easy-to-use, scalable and customizable software and
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management software solutions and related products and services for small to midsized businesses.
Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and the Group now has 5.0
million customers and employs over 10,500 people worldwide. For more information, please visit the
Web site at www.sagesoftware.com/moreinfo or call 866-308-2378.
Comprehensive Gift, Recurring Gift, Pledge Tracking, and Receipting
Sage Fundraising 50 provides a comprehensive tool for recording and retaining detailed informationon all types of gifts and pledges. With quick data entry tools, staff can speed up gift entry andoptimize their time. Record split gifts and soft credits to the appropriate campaigns/funds, and set upautomatic payment schedules and pledge reminders, and process credit card, debit card, andelectronic checks with the optional integration to Sage Payment Solutions. Maximize your efforts tocapture all possible donor dollars by identifying possible matching gift opportunities betweenemployer and your constituents. Gifts made in honor or memory of an individual or individuals can beeasily recorded and tracked, and acknowledgements or receipts for all types of gifts can be easilycreated, using customized templates, and generated right from the system.
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, capital campaigns, andplanned giving initiatives. Fully customize the relationship table to fit your organization by assigning adifferent color to each relationship type. With one click of the mouse, move from one constituent toanother to see how all of your donors are connected.
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 timeand money. Easily view key reference information on exported gift records, making balancing betweenthe two applications painless. Sage Fundraising 50 is flexible enough to export files to map to theaccounting system of your organization’s choice.
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