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Toolkit
  About the Toolkit
Donor/Prospect Management
  Outcomes Management
  Organization Assessment
  Best Practices


   

Donor/Prospect Management

The database is available in an Microsoft Access 2000format. This tool can be used to:

  • Generate gift receipts and thank you letters
  • Produce donor giving history reports
  • Prospect tracking 
  • Track important stewardship dates and actions
  • Track proposal deadlines and record their status
  • Report giving history by type of donor (i.e. Foundations, Corporations, Individuals, State, Federal, United Way, Church and Diocese)
  • Report gifts received by fund designation/program (i.e. capital, operations, designated, undesignated)
  • Analyze performance of specific appeals (i.e. year end, special events, spring appeal, newsletters, direct mail, personal solicitation, unsolicited)
  • Prepare personalized mailings for direct mail appeals
  • Analyze the effectiveness of fundraising activities

Please Note:  A new version of the Donor/Prospect Management Tool is being tested and will be released early in 2010.



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This site last updated March 20, 2010