Contact sheet fundraising microsoft excel free download

#CONTACT SHEET FUNDRAISING MICROSOFT EXCEL FREE DOWNLOAD FULL#

For example, the Donor Metrics reporting in DonorQuest allows you to see statistical changes in donor giving between multiple time periods. And with DonorQuest we donвЂ™t charge extra for what should be standard features, such as an advanced data import feature and the ability to customize each and every one of the hundreds of stock reports we have.ДЄlso with DonorQuest you can dig deeply into your donor data with incredibly insightful statistical reports which allow you to determine which of your fundraising efforts have historically been the most effective. Absolutely every report or filtered data view in DonorQuest can be sent directly to a new Excel spreadsheet for further analysis.

#CONTACT SHEET FUNDRAISING MICROSOFT EXCEL FREE DOWNLOAD FULL#

In addition to being a great CRM system, DonorQuest offers everything you would expect in a full donor tracking and fundraising management system, including grant tracking with reminders, monetary donation and volunteer hour tracking, soft credits, matching gifts, navigable relationships between constituents, memorial giving, pledge tracking with automatic payment reminder statements, automated thank-you letters for each gift, annual giving receipts with actual and tax-deductible amounts, in-depth analysis reports, fully integrated user-defined data fields, user-specific access rights, and deep Excel integration. As you are on the phone with a donor fulfilling a scheduled interaction (perhaps concerning a large pledge they are considering), you can also see all past contact notes, the donorвЂ™s full giving history, full biographical information, general notes, documents you have scanned into the donorвЂ™s account, or any other aspect of their account, all at the same time in movable resizable Excel-style windows. For example, letвЂ™s say youвЂ™re working your way through todayвЂ™s scheduled interactions in DonorQuest, calling donors as you go. And unlike most other solutions, DonorQuest lets you see more about each donor at the same time without a bunch of mouse clicks. Seeing all of your contacts for today is just a click (or touch) away, as are filtered contact views for any time period. The dashboard area of DonorQuest shows how many contacts you personally have for today, and that count is updated in realtime as other users create or reassign contacts to your user account based on their own donor interactions. The contact management feature within DonorQuest is designed to help you easily schedule interactions between your staff and your top donors, and record detailed notes about each interaction, rescheduling as needed. More broadly, DonorQuest is a highly customizable Fundraising and Constituent Relationship Management (CRM) solution providing the rich feature set of more expensive systems, without the inflated pricing. And of course store all interactions with your donors, including all the gifts they give! Cultivate new donors and maximize revenue from existing donors with our comprehensive contact manager and donor demographics features. Find out where your donations are coming from and what works best for your organization. We have the big features, without the big prices! DonorQuest specializes in easy access to, and deep analysis of your donor data.

In a nutshell, DonorQuest is a powerful CRM solution for non-profits, specially designed to meet the growing needs of small and medium sized organizations.

Contact sheet fundraising microsoft excel free download