| the answer to the “where are our
donations coming from?” question
When it comes to donations, each organization is different. ResultsPlus understands and handles all the variabilities of income type—including gifts, pledges, grants and more. What’s more, it updates your donor database, automatically.
With ResultsPlus, you can track:
| process and report on any type of donation
- Process payroll deductions and other recurring gifts; in-kind, matching, anonymous donations, credit card payments; pledges and memberships
- Link directly to your online donation site
- Validate and process credit card transactions online
- Automatically transfer online donations from BankServ® into a gift batch in ResultsPlus—reducing data entry time and errors
- Import and export text files and spreadsheets
| gifts
- Enter in user-definable fields, using batch processing where appropriate
- Attach gifts to individuals (for separate giving histories) or to households and corporations (for combined histories)
- Allocate to separate funds, campaigns, and appeals
- Associate with one or more tributes, memorial or honorary
- Assign solicitors to records
- Ensure totals balance before posting, using our built-in batch calculator and audit functions
- Protect from editing gifts after posting
| grants
- Record and track proposal dates, guidelines, documents and correspondence
- Use free-flowing notepad for additional detail
- Grant deadlines appear as tasks on your Daily Planner
| pledges
- Enter detailed pledge information in user-definable fields
- Standard and user-defined payment schedules
- Attach pledges to all types of constituent’s individuals, corporations, etc.
- Allocate to separate funds, campaigns and appeals
- Associate with solicitors
- Match pledges (match rate and match party are entered in the original pledge)
- Write-off a pledge balance, and record supporting details
- “Pledge Reminders Due” appears automatically in Daily Planner
| accounting
- Synchronize with and send donation records directly to QuickBooks® Pro*
- Export or import gift data directly to Microsoft Excel or to a text file for use by your accounting software
- Define a template for your accounting department’s General Ledger and include G/L codes in reports
* Indicates optional add-on feature or module |
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