ProDon License (Standard Edition)

Transcription

1 LIICENSE AND AVAIILABLE MODULES ProDon Donor and Donation management software was created in ProDon is being used by foundations and organizations of all sizes. Several modules have been developed to meet everyone s needs. ProDon is completely bilingual and allows users to work in the language of their choice. ProDon is a software application built on a SQL-Server style database. Programming language: Delphi ProDon License (Standard Edition) ProDon is a complete and detailed database containing all of your organization s contacts (donors, volunteers, members, employees, suppliers, etc.). A standard ProDon license meets your every need related to donor and donation management. It is specifically designed to manage campaigns and fundraising activities (including participant management). It also allows you to manage mailings, deposits, tax receipts, acknowledgement letters, and produce reports and customized lists. ProDon retains the entire history (donations received, canvassing, event participants, etc.) and offers an integrated task manager (CRM). The CRM ensures contact follow-ups, as well as enables you to create internal tasks for employees.

2 Network Module (Security and Access Management per User) 2 The standard ProDon license is designed for one user at a time, without the ability to manage access or security. With the addition of each Network module, 5 users can use ProDon simultaneously, with security and access management per user. ProDon can be accessed from every workstation but the number of simultaneous users permitted will vary according to the number of Network modules purchased.

3 Electronic Transactions Module (Credit Cards and Wire Transfers) 3 This module allows you to enter and process transactions paid by credit cards or by wire transfers. Logilys and Paysafe have formed a partnership to make electronic transaction processing more accessible. Ask us for more details and benefit from our competitive payment processing rates.

4 Prospecting & Commitments Module (Recurring Gifts, Planned Gifts, Campaigns) 4 During a campaign, a targeted search is often conducted in order to find major gift donors. The prospecting portion of this module allows you to document information related to donor cultivation and related follow-ups. A commitment is a promise to make a donation payable in a number of instalments over a period of time. The Prospecting and Commitments module allows for long-term management and follow-up of commitments. You can also process donations in planned instalments with regular or irregular intervals, according to the donors requested schedules. Commitments by Objective: During a major campaign, for instance, many donors agree to a donation objective. The total amount of this objective is generally distributed in annual instalments for the duration of the campaign (usually 3 to 5 years). Using this module, you can easily send personalized reminder letters to each donor. Planned gifts, such as legacies and life insurance policies can also be managed with commitments by objective. Automatic Commitments (Requires the Electronic Transactions Module): Certain donors prefer to make donations in weekly, bi-weekly or monthly automatic instalments. Automatic commitments are made through pre-authorized withdrawals of a fixed amount either by credit card or wire transfer. When combined with the Electronic Transactions module, the Prospecting and Commitments module allows you to automatically generate these transactions according to the donors instructions.

5 Online Donation Module (Customized Forms, Individual or Corporate Donations) 5 This module is designed to allow you to easily create your own customized web forms. You may activate or disable your forms and make any modifications at any time. You also have control over the choice of fields to be completed, the colours, the images which will appear, as well as the text of the acknowledgement that will be sent to the donor, along with their tax receipt. This module is entirely integrated with ProDon and all information (donors and transactions) will be imported into ProDon. As previously indicated, the Logilys and Paysafe partnership allows for accessible payment processing. Ask us for more details and benefit from our competitive payment processing rates. Examples of forms: volunteer interest application annual or major campaigns, in memoriam donations, etc. tickets to fundraising events: golf tournaments, gala dinners, etc. funding applications Logilys takes care of the secure web hosting. Visit:

6 Blast Module & Sign up Online section (2 pages) 6 A winning combination The Blast module is designed to produce mass personalized s, for monthly newsletters or announcing events. We have combined the Blast module with the option of adding distribution lists or mailing lists (newsletters, bulletins, upcoming events, etc.) in the "Sign up" section of your website so that Internet users may sign up to receive future s on topics that are of interest to them. Blast Use ProDon to create targeted lists (customized with your own criteria) of people you want to reach. Utilize the Blast module to write your message, insert images and links, as well as plan the date and time to send it. Statistics are compiled (number of s sent, opened, rejected, etc.) in order to evaluate the effectiveness of your blasts. An automatic management system of rejected s is also integrated to avoid any problems with "spam."

7 (Continued) Blast Module & Sign up Online section 7 Sign up Online section The Blast module allows you to create two types of mailing lists: "temporary lists (a one-time such as a thank you note for participating in a fundraising event) and "permanent lists" (repetitive s for newsletters, monthly bulletins or information on upcoming events). The "Permanent list" subjects can be viewed in the "Sign Up" section of your website or in any other section of your choice. These lists are created in ProDon, posted on your website and available for subscription. Subscriber information is synchronized in ProDon and added to your mailing lists. Subscribers only receive s of interest to them. Users automatically receive a confirmation , following a subscription or unsubscription.

8 Invoicing Module (Partial or Complete Payments, Tax-free Items Sale) 8 This module is an interesting tool for organizations wishing to group several transactions or instalments on the same invoice. It is specifically designed for accounts receivable management. It allows you to issue invoices with sequential numbers and gives you the opportunity to process a partial or complete payment. The balance outstanding is always available to help with your follow-ups and reminders. If you wish, the invoices may contain a reply coupon and you may issue a credit note if necessary.

9 Beneficiaries Module (Loans and Grants, Lifetime Annuities) 9 The Beneficiaries module allows you to manage donations that are redistributed to other organizations or individuals (associations, foundations, students, etc.) and to independent causes (food aid, education, prevention, loans and grants, life annuities or special projects). It also allows you to record donation recipients and to process information related to the disbursement of funds. It operates in the same way as donations received but in the reverse. It retains the history and offers the same analysis and reporting capabilities.

10 Accounting Integration Module (Compatible with most Accounting Software Products) 10 A standard ProDon license allows you to manage your deposits and produce a detailed report by G/L account. The Accounting Integration module exports the results of this report into your accounting software and records the entries in the corresponding G/L accounts. This module is recommended for organizations with a large number of G/L accounts. It saves time by eliminating the need to re-enter G/L entries in your accounting software.

11 Data Importation Modules (Import Data into ProDon) 11 There are 3 importation modules: Clients : Imports and updates client information from Excel files, CSV format Transactions : Imports transactions (donations) from Excel files, CSV format Commitments : Imports commitments from Excel files, CSV format Using these modules, you can import information into the ProDon database. Here are a few examples: import and/or update data from other data sources (for instance, alumni) import data from web pages (if not using ProDon Online Donations Module) import data from your telemarketing campaign supplier import donations from payroll deduction campaigns

12 Multi-organization Module (Organizations with more than one registration number) 12 This module allows you to manage, in a single ProDon database, all donations received and fundraising activities specific to each organization. The organizations linked with the Multi-organization module share the same contacts, but can issue their own receipts with their own templates, logo, and numerical sequences.