GiftWorks
Fundraising Software
Making data management
stress-free, organized, and
even kinda fun!
Manage Better - Raise More
Spend less on technology and more on your mission.
What Can GiftWorks Do?
Accurately & Simply Manage your:
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Contacts/Donors/Relationships
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Donor Behavior – Giving and Volunteering
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Queries/Reports/Analytics
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Development Efforts
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Communications/Mailings/Emails
Why is Managing Information So
Important?
Information = Opportunity
The more details you collect about your donors the
more opportunities you will have to effectively
communicate with them and capitalize on your
relationships.
Build Relationships and They Will Give
Accuracy and Details
Understand donors and donor profiles
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Donors and affiliate donors
Donors with a household profile
Donors with an organization profile
Meaningful donor relationships
Understand the structure and giving patterns of your donors.
Donor And Contact Management
•Manage contacts, prospects, friends, donors and volunteers.
•Classify your contacts into unlimited donor groups.
•Use groups for analysis, reporting and targeted mailings.
• Capture and use data about your contacts and donors, including how
they found your organization, their relationships with your other contacts,
membership and renewal information, and more.
•Create your own donor custom fields.
•Track all interactions with your donors automatically.
•Create tasks to schedule follow-ups.
•Manage tasks assigned to team members.
Donor Summary screen.
Donation Management
•Store contributions and pledges with a high level of detail.
•Specify donation amount, date, method of giving, and more.
•Choose country-specific date, phone, currency format.
•Manage campaigns and analyze their success with easy campaign
setups and donation segmentation.
•Analyze donation distribution with funds management.
•Track memorials and honoraria.
•Create acknowledgments and receipts with ease.
Donation Record
What is Segmenting?
Dividing data based on explicit criteria.
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Learn who your best current donors are and find out who your
potential donors are.
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Identify contacts by giving history, interests, geography,
affiliations, sources, development efforts and more.
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Groups are collections of donors with shared attributes.
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SmartLists are dynamic tools used to gather and analyze data for
review and/or action.
Custom Fields and
Groups to assist in
grant management.
Who-What-When-Why?
Targeted Communications
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Mailing and E-Mail
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Telephone donor summary sheets for phonathons
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Personal visits. CRM function and donor summary
sheets
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Solicitation mailings to large audiences
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Gift acknowledgements
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Single correspondence
SmartLists And Mailings
•Create targeted lists of donors and donations based on criteria you
determine.
•Customize list views by choosing display fields and groupings, and print
lists from your chosen view.
•Run powerful reports on the SmartLists you create.
•Export SmartLists to Excel with custom columns you choose.
•Send mail or email directly to your list or add to mailing lists.
•Track mailings for each recipient.
•Benefit from automatic, simple-to-run mail merge.
•Create and design unlimited letter templates for your mailings, and insert
fields into letter templates for your mail merge.
Comprehensive Reporting
•Run reports on your donor data or for each SmartList.
•Choose from bar graphs, line charts, list reports, totals/summaries.
•Run comprehensive standard reports, including contact reports, gift and
pledge reports, and statistical reports.
•Export any report to Excel.
•Email reports or save as .pdf
•Produce reports by fiscal year or calendar year.
Donors by Giving Level: Board
and Management Report
View your donors by
customizable giving levels.
Select the date range and
campaigns of the donations to
include in the giving level totals.
Donor Summary Sheet:
Management Report
View a full page summary of your
donors.
Donation History
by Donor
Category: Board
Report
View donations
according to the
type of donor that
made the donation.
Top Donations: Management Report
View your top received donations within
a specified time period.
•Document Attachments
GiftWorks 2011 Features
•Duplicate Donor Finder and Merge
•Numeric and Currency Custom Fields
•Improved Receipting provides more flexibility, year-end and re-printing receipts
•Improved Pledge Payment Handling allows partial payments and various options
for covering multiple scheduled payments
•Phonetic Search for Donors
•Honorarium/Memorial improvement is searching and letter insertion
•Improved letter, envelope, and label tools
•Notes included as a searchable SmartList criteria and have a report
•Emailing of Reports and SmartLists
•Saving report formats
•Import performance improvements
GiftWorks Extras
•Volunteers Management Add-in.
•Events Management Add-in.
•Online Donations Management Add-in.
•SmartPlan Support Includes Phone Access Our Knowledgeable
and Friendly Support Team, Annual Upgrades and GiftWorks
University.
•Data Protect Ensures That Your GiftWorks Database is Protected
Easily and Affordably.
•Web Collect Creates Web Forms to Collect Information From
Volunteers, Event Attendees, Donors And More.
•CASS/NCOA Address Certification
•Custom Data Import Quoted Upon Request.
GiftWorks Volunteers Add-in
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Manage volunteers
Manage jobs
Match volunteers with jobs
Match jobs to volunteers
Record and track volunteers hours
Understanding your volunteers through
reports and SmartLists
GiftWorks Volunteers gives you powerful contact management
tools to maintain relationships with your volunteers, manage
their job assignments, run reports, track their hours and more.
GiftWorks™ Events Add-in
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Track Participants
Measure Revenue
Record Expenses
Log Tasks
Integrate with GiftWorks
Leverage your volunteers
GiftWorks Events information is accessible as SmartList
criteria and insertable fields for Mailings; reports are
also integrated.
GiftWorks On-Line Donations Add-in
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Accept Major Credit Cards and eChecks
Get Your Money Fast
Customize Your Donations Page
Accept Recurring Gifts GiftWorks™ Online
Donations are Secure Funds as mandated by PCI Data
Security Standards
• Integrate with GiftWorks™ Anywhere, Standard or
Premium
GiftWorks Online Donations offers features that will
help you raise more money.
GiftWorks SmartPlan
• Phone support for your entire organization.
• Five GiftWorks University Courses: Get up-to-speed
or train a new staff member with our webinarbased GiftWorks University sessions.
• All future upgrades to GiftWorks Standard and
GiftWorks Premium while the plan is in place.
The perfect option for organizations looking to
optimize their GiftWorks experience.
GiftWorks Data Protect
• Track past backups by date and user.
• Store up to five individual backup files.
• Download and delete backups from an easy-to-use
dashboard.
• Assign backup permissions to specific GiftWorks
user accounts.
• Use Add-In to manage backups from within
GiftWorks.
• Set backup reminders.
Ensure that your GiftWorks database is protected easily
and affordably.
GiftWorks Web Collect
• Easily create web forms to collect information from
volunteers, event attendees, donors and more.
• Create detailed surveys and polls.
• Integrate forms into websites and emails or use them
on social media sites like Twitter and Facebook.
• Track and organize responses.
• Manage forms and responses from an easy-to-use
web dashboard.
• Integrate data into GiftWorks, GiftWorks Premium or
GiftWorks Anywhere.
GiftWorks Web Collect makes it easy to gather vital
information from your community.
CASS/NCOA Address Certification
• GiftWorks will certify your addresses, then update
them in your GiftWorks database.
• GiftWorks Premium users will be able to take full
advantage of USPS Standard Mail Automation
discounts by getting addresses CASS/NCOA certified
and using bar codes on mailing labels.
• This service works with GiftWorks™ Standard or
Premium.
Save money on mailing costs by certifying the accuracy
of your donor addresses.
Custom Import Service
• Start off with a clean and accurate import.
• Spend your time doing what you love, we will
handle the data.
• GiftWorks can import data from Excel, Access or
text files.
• Feel confident about your data quality
• This service works with GiftWorks™ Anywhere,
Standard or Premium.
Getting your valuable donor and donation data into
GiftWorks is your most important step.
GiftWorks Fundraising Software
www.GiftWorksConnect.com
1-888-431-0200 x2
sales@GiftWorksConnect.com
do good Consulting is proud to be a GiftWorks partner
organization.