Contact us today for more information.
Email: info@isiservices.com
Phone: 301-548-0500
This prospect and major-donor tracking and management tool is designed to help fundraisers manage and develop the relationship building activities that are the foundation for a successful major and planned gift program. A contact log/moves management is available for users to manage and monitor cultivation and solicitations activities.
Other key features of our Major Donor Development tool include:
- Family/relations record linking.
- Professional affiliations linking
- Giving-potential calculations.
- Charitable giving histories.
- Unlimited memorandum fields linked to topics.
- Development of actions agenda and auto-reminders.
- Contact moves management.
- Emailing donors directly from their records.
- Linking of scheduled tasks in Microsoft Outlook.
- Attach documents or important correspondence directly in a donor record.
- Matching gifts processing.
