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Funds Management allows your organization to create, track and maintain fundraising programs and funds. Once created, you can manage gifts and sponsor data, track prospects, evaluate campaign success and automatically process gift acknowledgements and tax receipts. AudienceView Unlimited provides the tools you need to develop and manage successful fundraising strategies: •Know who your long standing contributors are, their buying history and personal profiles, including business associates, group affiliations, interests and education, and provide them with special treatment to strategically move them to the next level. •Customize a list of attributes and capture pertinent customer data to enhance your communication with existing and potential contributors. •Increase individual contributions with automated payment processing for scheduled payments, and automatic reminders and updates. •Give your patrons the convenience of contributing online while purchasing their tickets. Personalize messages to thank and reward long-time contributors. You can view patrons' purchase and gifting history, ensuring accurate communication. It can help you demonstrate that your organization is listening and reinforces customer-focused business flow.
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Allows you to create/configure fundraising programs and their associated campaigns and appeals. |
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Allows you to create/configure funds. Funds define different areas of use for gifts (theatre renovation, costumes, administration, student internships). Once a program and its associated campaign and appeal has been created, users assign the gift (donation) amount to one or more funds. |
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Allows you to create/configure gifts. Gifts represent the relationship between an order and a donation. |
•The Example Fundraising Program section outlines some example fundraising programs.
•The Tax Receipts and Thank You Letters section describes how to configure tax receipts and thank you letter templates for mail merges.
The Gift Flow
Programs, campaigns and appeals provide a means of managing and tracking gifts (donations). A program consists of one or more campaigns and a campaign consists of one or more appeals. When patrons make a donation, users assign the donation to a specific appeal. You can then use various reports to track your fundraising efforts at the program, campaign or appeal level.
•1-N: Indicates one to many.
•N-M: Indicates many to many.
