Contacts, Correspondence and Forms

Use the contact management feature to track the activity involved with soliciting your major prospects from the initial contact through the actual ask. Link scheduled items in The Raiser's Edge to Microsoft Outlook's Calendar. Design cultivation strategies with the new moves management-like Action Tracks. These features help you remember to send birthday greetings to your top donors or to send follow-up letters to everyone attending your latest special event. [View screen]

Organize and manage your volunteer and staff solicitors - create teams and hierarchies with individual and group goals.

Create personalized acknowledgment or appeal letters. Print mailing labels, envelopes, pledge reminders, gift receipts, acknowledgments, membership cards and renewal notices. Reduce mailing costs and processing time by using the optional postal discount facility.

Prepare for your annual phonathon by printing customized phonathon forms that display the data your callers need. After the call, simply detach the pledge card from the phonathon form, place it in a window envelope and the reminder for the donor is on its way.

E-mail constituents directly from their records, and quickly e-mail groups of constituents.

E-mail gift and constituent records, reports and more to staff members.