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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
New Database Users
Download Donor/Prospect Management Tool now. Minimum requirements: Microsoft Access 2000 .

Current Database Users - Upgrade Release
This upgrade version allows current users of the SLEHC Donor/Prospect Database to easily import those records into the new release.

Download Donor/Prospect Management Tool Upgrade now. Minimum requirements: Microsoft Access 2000 .

Download Donor/Prospect Management Tool Upgrade Instructions now . To download a free copy of Adobe Reader, click here.


Workshops

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This site last updated November 20, 2009