Version 9 Highlights
Contents
1. We re hopeful that this new documentation structure will make it easier for everyone who works with DonorPerfect to find the information they need to maximize their success with DonorPerfect 800 220 8111 e www donorperfect com Page2. Donor Perfect Fundraising Software Version 9 Highlights New Easy to Use Design New Quick Entry for Gifts amp Pledges Improved Acknowledgement Process Enhanced OutLook Excel amp Word Integration New Custom Report Wizard Much Much More Updates are provided at no additional cost as one of the benefits of your annual Support Plan 800 220 8111 e www donorperfect com Building upon our annual surveys client suggestions and new partnerships we are proud to announce the release of DonorPerfect Version 9 We believe this update will help make your system easier to use and demonstrates our commitment to providing the best possible software and support to meet your evolving needs My Home Page Each user can have their own home page which can be individually modified to include commonly used tasks such as searching for donors processing acknowledgments or running a specific report Perfect for executive users who only want to see summary reports and analysis a DonorPerfect Version 9 0 Your Organization Name Here 00099 Your Name Here ee x File Edit Mailings Reports Utilities Help Geet GS ER Revie aceon ee ee me eee eee ee ee oe eee eee Welcome What would you like to do The Welcome Screen is Shortcuts a powerful user definable View Open Contacts dashboard which includes Financial Reports Shortcuts Create a j personalized list of shortcuts to your mos
3. Custom Report Wizard This wizard makes creating custom reports a snap Select your report design template and then choose your fields sort order and grouping options a Design Custom Report New Custom Report r g vY D e J Group By 2 Select Fields k Specify Totals 4 Report Options x e Group By Defines record sorting e Select Fields From the Main Address Bio Gift Pledge Contact and Other Information Screens Select base records to report on All Main Records v Group Heading Group By Field e Specify Totals Define report Field Screen computations AUTOCALC4 Main Bio 2 a AUTOCALCS Main Bio 2 e Report Options Identify filters AUTOCALCE Main Bio 2 Extra lines to skip when group changes l see Type a and other report settings umni Notes ain Bio Lines 0 Assets Main Bio 2 E Attended Training Main Bio 2 Attorney Main Bio 2 a Attomey Phone Main Bio 2 Remember to SORT on the field you group by Auto Cale 1 Main Bio 2 Auto Cale 2 Main Bio 2 Auto Cale 3 Main Bio 2 Availability Main Bio 2 b Create custom reports in 4 easy steps Note The Custom Report Wizard creates reports which can be further customized with the power and flexibility of the full graphical report designer also included with DonorPerfect SofterWare 800 220 8111 www donorperfect com Page Improved Mailing Screen The new look of the Mailing sc
4. Date Mailing Code Activity Comments 06 13 2007 06 13 2007 Email Out Subject Capital Campaign 2007 0570472007 0570472007 EmailQut Subject RE Meeting Next Week 05 01 2007 _ 05 0172007 Emailin Subject Meeting Newt Week Each email is saved and recorded in the donor s Contact History automatically and includes the subject sender and body of the email message Emails from Outlook that were not created via the email button can also be imported to create contact history records on matching donor records based on matching of email address e Capital Campaign 2007 Message Ef File Edit View Insert Format Tools Table GoldMine Window Help Type a question for hep x Final Showing Markup x Show A gt v x B gt Bl Bi 44 arial z 10 z B Z U i se we AY T AAT ORE off A ial csend D 0 87a t amp BS 3 Options HTML rsandstone adamsmckinley com Subject Capital Campaign 2007 Dear Roger I m writing you today to inform you about our upcoming capital campaign know from our recent conversations that you have an interestin helping us achieve our goal and as such would like to invite you lunch to discuss our 3 year plan Are you available next week Bob Robert Zimmerman 800 555 1234 ext 100 zimmerman gmail carr A copy of the email message can now be just a click away Page 6 SojterWare 800 220 8111 www donorperfect com Create Appointme
5. Your 10 most recently viewed records are automatically displayed Just double click on a name to access again New Donor Screen Toolbar Buttons New and Improved Toolbar icons make navigating to frequent features even easier The unlimited Narrative button allows you store comprehensive notes about your constituents The Gift History button provides one click access to your donor s individual giving history Easily Create a Cross Reference record for more advanced donor searching Print a Label Merge a Letter or Run a Report using the Printer icon Quickly copy and paste a donor s name and address into your clipboard with the Address Block button Click to create an Email and have it tracked in your donor s contact history beg cl ie 800 220 8111 e www donorperfect com Page 4 Wealth Engine Integration The WealthEngine Profile Optional Service gives you instant access to an easy to read easy to print wealth profile report on your donor compiled using the latest information from as many as 25 top databases Identify real estate stock ownership and other valuable data to assist in targeting capital campaign or annual gift efforts effectively The result is clear comprehensive information that you can take from desktop to donor meeting and the service typically pays for itself with the first major gift Our partnership with Wealth Engine specialist in donor and prospect research also
6. Gps J Pledges Gifts Total Amount 3 400 00 620 00 Pledge Defaults Gift O Pledge Enter Transactions E a Quick Gift Entry E Recently Yiewed Constituents 4 Search Gift Pledge Payment Wr amp Mrs Roger Sandstone 16 Hr Jim Barkley Jr 4 Hr Justin Ackland 76 Hr amp Wrs Paul Smoyer 71 Adams McKinley Corporation 45 ui gt Donor ID Advanced Lookup OK a Quick Entry Data Screen Quickly enter gift and pledge transactions in one simple user definable screen Define defaults to speed data entry further E 2 Donor Information 3 Gitt Donor ID 16 Date 07 24 2007 Amount 50 00 Tithe Mir amp Mrs Jate cE GL Code UN amp SOL Code UNSO amp Last Name Sandstone Thank You Letter o E Address 2522 H Adams Court City ST Zip Philadelphia 19115 3309 Faw Market Value 0 000 Credit Card payments can be authorized and submitted for collection with our Insta Charge button SofterWare 800 220 8111 www donorperfectcom Page3 Recently Viewed Constituents a Enter Name to Look Up Recently Viewed Constituents Hr Justin Ackland 76 Hr amp Mrs Paul Smoyer 71 Adams McKinley Corporation 45 Hr Jim Barkley Jr 4 Hr amp Mrs Roger Sandstone 16
7. Real Estate Yalue Defined Pension Plans sid Harket Guide Total Compensation 1549525 00 WealthID Sales Holdings 21335980 20 D amp B Company Value 19073611 90 Giving FEC Nonprofit Total FEC Contributions 48450 00 Property Count 0 DOB Phone Wealth Engine screening results can be imported into DonorPerfect and used for segmenting and reporting QUALITY OF MATCH INFORMATION FEC 5 Market Guide 5 DAB 5 Penin 527 Dir O 527 Political Org Guidestar 5 Trustees Merchant Yessels 4 POWER GS Fdns 5 Who s Who 5 Vol andDir 5 Phil Gifts 55 Death Index 0 Almen Aircraft 0 Client Donor Lexis Nexis 0l WealthID Securties ele Inner Circle Match Inner Circle Flag 800 220 8111 www donorperfect com Main Gift Pledge OtherInfo Link Contact Bio 2 Addr Sal WealthE ngine Import DM Score 1 DH Score2 1 Influence 1 Inclination 1 Annuity 0 Trust 1 Mi Cancel Page 5 Increase Productivity with Outlook Integration Version 9 provides enhanced email and calendar integration with Outlook to save you time Email History Your donor contact history tab now provides a very convenient way to keep track of email correspondence with each donor A record of the email is automatically created when you send an email using the Email button on your toolbar 2 a Mr Jim Barkley Jr Pledge OtherInfo Link Contact Bio 2 Addr Sal Due Date Comp
8. offers cost effective screening of your donor database that produces wealth scoring data that can be easily brought into DonorPerfect This unique integration makes it easy to use this wealth data for segmenting and reporting so that you can target the right donor with the right message with ease Supplied Name and Address WealthEngine Rating Summary sasit D amp E Marketin 7 Gift Capacity Rating 5 000 000 350 Central Park W Apt Sd FEC Campaign Donations Guidestar Foundations i DM Rating 1 4 10025 2 Influence Top Quarter Inner Circle Market Guide Inclination Top Quarter Instant access to wealth research on a donor Wealth ID Sec 5 Pension FEC Campaign Who s Who Bequest Recency D and 6 Yolunteers Phil Gifts Lexis Nexis Annuity a Frequency Market Guide Trustees Ea Aircraft 527 Dir f Trust Honey Guidestar GS Fdns Airmen 527 Con pee cece ty POWR Death Index essels Client Donor Details Total REM ol Aggregate Information Gift Capacity Summary z Rank MG Total Comp 1 549 525 ey z 566 520 Total FEC Cont Real Estate Yalue gt Property Count a Wealth ID Sales Holdings gt Defined Pension Plans Enable Eat Hae Mr amp Mrs Roger Sandstone Record Type IC Member IC Match gt Giving Rating 1 Giving Range 5 000 000 Bequest No Income Source Income Used
9. 00 Building Fund 760 00 1 010 00 27 258 00 10 940 00 Campaign Finance Reform 0 00 0 00 250 00 20 000 00 Disaster Relief 0 00 0 00 22 475 00 0 00 Restricted Education 0 00 0 00 6 150 00 0 00 6 150 00 Membership Auxilary 0 00 0 00 275 00 0 00 275 00 12 156 00 5 550 00 77 548 00 Membership 0 00 0 00 12 156 00 0 00 Transportation 200 00 250 00 200 00 485 00 750 00 77 413 00 4 800 00 135 00 Unrestricted 1 222 00 1 707 00 146 739 00 35 983 00 182 722 00 If Gifts Amount Gifts Amount Gifts Amount Pledges Balance Grand total l 1 12 1 12 1 12 1 108 120 Building Fund 8 760 11 1010 62 27258 11 10940 38198 4 Campaign Finance Reform 0 0 0 0 1 250 1 20000 20250 5 Disaster Relief 0 0 0 0 20 22475 0 22475 6 Restricted Education 0 0 0 0 22 6150 0 6150 Membership Auxilary 0 0 0 8 Membership 0 0 0 Transportation 1 200 1 Unrestricted 2 250 7 44 GL Breakdown 30 198 00 B Building Fund m Campaign Finance Refo O Disaster Relief O Restricted Education m Membership Auxilary D Membership m Transportation O Unrestricted 77 546 00 20 250 00 22 475 00 5 550 00 12 156 00 Note There are four reports under Forms which are not designed for Excel export Phonathon Report End of Year letters
10. Comprehensive Report and Linked Names 800 220 8111 www donorperfect com rage Improved User Security Screen The User Security screen has been redesigned and re organized making it easier to manage your users Easily view and edit user settings for almost every task in DonorPerfect This advanced security system lets multi user organizations define access to the system at the detail level they desire a User Security Settings for Marc Siegel Ed General Navigation Entry Screens E maill AFP International Reports Financial Reports Listings Custom Report Generator Create Report Modify Report Run Report Delete Report Special Event Reports Membership Reports Contact Manager Outlook Export Improved Documentation amp Help In addition to incorporating Version 9 s many enhancements into the documentation we ve taken this opportunity to reorganize the materials into more targeted and specific user guides all provided in easily searchable and distributed electronic PDF format DonorPerfect Getting Started Guide Quick guide to the basics of using DonorPerfect DonorPerfect User Guide The comprehensive reference guide to DonorPerfect user features and capabilities DonorPerfect Administrator s Guide Comprehensive guide to administration of DonorPerfect including system and user configuration DonorPerfect Reports Samples of each DonorPerfect report including guidance on report options available
11. This analysis reveals how much money Forms Giving Potential g waz raited this year as compared to last pear and Memorial Reports Analysis by Month Report whether the donations for each category are General Ledger Reports Counter Report l increasing or decreasing This report can subtotal on Comprehensive Donor Analysis any character field from the Main Bio Address or Gift screen using the Select a Field to Segment the Report screen If the report is subtotaled on the a J hald pL 1 i Hamra n nenn iael aa maak be Fleir 3 Set Report Options Set Selection Filter Ending Date Field to segment the report ao fal att ee 9 Cancel Financial Reports Screen Easily run any financial reports in just 3 steps 800 220 8111 e www donorperfect com Page 9 New Comprehensive Donor Report Comprehensive Donor Revenue Analysis This new state of the database report provides a valuable summary of 26 key metrics including new donors retained donors and attrition rates on your fundraising efforts for the current and prior two years Comprehensive Donor Analysis as of 07 24 2006 Sean age Cal Current Year Last Year 2 Years Ago Current year vs Last Year Difference endar Year 0120172006 0190172005 0120172004 0772472006 1293112005 017022005 Amount Percentage Active Donors Number of Active Donors fa ATE 48 65 Number of its OS aY S 7 OA 6 56 Gitper Donors ooo om f oY m niw Number o
12. e ooo Mangra man Jean opira O f Mantra man O ioo n aese wih Maputo O O Mantra man Lookup aadress wth Whitepages com T10 dit Main Ind Main ADD Address 17 0 98 Field Flexibility is the key Almost every display screen in DonorPerfect can be easily modified to track just the information that is important to your organization Add your own fields or delete those fields that are irrelevant to your organization my a m i a T T iT Edit Edit Edi Edit Edit Edit Edit Edit Edit Edit Edit t m j T S a m am m m a4 4 a hgt 800 220 8111 www donorperfect com Page Improved Exporting to Excel and Word We ve dramatically improved the ability to export financial reports to Microsoft Excel and Word You can also export either summary or detailed information information that you can drill down to Manipulate the data any way you like for further analysis and create helpful graphs amp charts This will greatly expand your ability to communicate key data to constituents more easily and broadly To use this feature simply select on the financial report set your report options and click the appropriate icon STATISTICAL ANALYSIS by GL Code for period ending 06 30 2007 June 2007 Year to Date Total to Date Pledges Grand total Gifts Amount Gifts Amount Gifts Amount Pledges Balance Code 12 00 12 00 12 00 108 00 120 00 38 198 00 20 250 00 22 475
13. f 2 giversper year ER Numnber of Retained Donors TB Number of New Donors 8 Numberof New Donors BI Revenue per New Donor Git moj SH EA HH G tsper New Donor a w Reactivated Donors Nurnber of Reactivated Donors fH 0 9 Number Reactivated Gits PS 0 Nurnber of Donors Active Last 2 Years Nurnber of Donors Active Last 3 Years 800 220 8111 www donorperfect com rage New Custom Report Wizard Creating a custom report can now be done much more quickly and simply using our Custom Report Wizard that guides you through simple steps to create a new custom report Select Report Type Listing Group and Total or Summary Report a Design Custom Report New Custom Report Ea Select Report Type m Listing Report Listing nts Donor Last Name First Marre Phare Group amp Total 2 Teti Joan HOME 3A256530 Summary J dudsan Gaona HOE 25 49 i d Barkley aim HOME 2087515643 E Dotsaur Jacoh HOME ir 13678 3059 B Terea Jearella HOME iJa z Tarkonsion Tim HOME 1669 9493 10 Hobart Edward EMAIL dpsuppiiacl com i2 Johnson Calvin HOME 5 129754 47109 13 Smil Harvey HME 9 14 2495 15 Severs Richard HOME 8065 896 3664 1G msandslone Roger HOME 215 620 0400 17 Splaki n Ronad HOME CASI 2 18 Soffer Edmured HOME 275 635 9166 13 Mansan Alban MGM 4018 9112 21 Smoyer Paul HOME 01096 7635 12 Seitz Wiliam Howie r 16 A22 5162 23 Sykes Paul HOME 67929 3114 25 Taggest Floyd HOME 13615 2266
14. ly view gifts needing to be thanked Powerful filtering options or simple drill down to donation detail makes it easy to ensure the most appropriate letter is going to your donor a Acknowledgment Listing Gift Pledge Select Amount Amount Biedemam soo _suodlosvasvoo0r er o Sendtone E T a sonodlosnavzoor er daa 03 Sandstone 0 00 06 26 2007 BF Count 9 Merge in Separate Letters Gift Total 510 00 Merge in One Letter Pledge Total 4 400 00 Create Merge Files Print Labels 800 220 8111 e www donorperfect com Page 8 Improved Look and Feel to Reports and Selection Filters Improved Report Selection Screen Selecting the most appropriate report and your desired report options is simple with our new three step design The report screen now includes a detailed report description to make it easier to find the most useful report We think you will also like the changes we ve made to make reports easier to read a DonorPerfect Financial Reports 41 Report Category 2 Select Report Paaa WAV Sie Ta The Income Analysis Report shows the total gift Fundraising Reports Income Analysis counts and amounts for the month to date Solicitation Reports Statistical Analysis year to date and last year s year to date as of this Pledge Reports Cross Tabulation time last year based on the ending date selected Giving Analysis Top Donor Listings when the report is run Each total is then separated by gift size
15. nts Next time you schedule a meeting or follow up activity with a prospective donor you can automatically record the appointment in your Outlook calendar using the information you ve already entered as a DonorPerfect contact record Just click the Outlook icon circle the icon in the upper left corner of the screen from the DonorPerfect Contact record screen a Mr amp Mrs Roger Sandstone Eg CONTACT MANAGEMENT INFO Emerson L Fittipaldi Ww 05 11 2007 Date Completed E ont Grant Notes Meeting Roger for Lunch DonorPerfect Contact Screen Clicking the Outlook Icon automatically creates a scheduled appointment in Outlook Main Gift Pledge OtherInfo Link Contact Bio 2 Addr Sal Activity Contact Person Date Due HE Mr Sandstone Meeting Appointmen ert Format Tools Actions Help J Recurrence E8 Invite Attendees A a amp Scheduling Appointment This appointment occurs in the past Subject Mr amp Mrs Roger Sandstone Meeting Start time Fri 5 11 2007 s annam oo Al day event End time Fri 5 11 2007 w am0am Meeting Roger for Lunch Outlook Appointment Screen You can further define the appointment set reminders and edit the messages all in one easy step Doo E iwe SofierWare 800 220 8111 www donorperfect com nage oem New Automated am
16. p More Powerful Acknowledgement Processing Reviewing and processing Thank You Letters is now even easier with our redesigned Acknowledgement Processing screens The process involves two simple steps 1 Review all transactions waiting for acknowledgement using one of the 4 comprehensive batch reports 2 Create the desired thank you letters automatically in Microsoft Word by clicking on the Process TY s button a Acknowledgment Processing All Transactions O My Transactions Advanced New Features Arecess Sefected Current Batch S ial Selected Dates From 07 24 2006 E2 To 0772472007 EE e Each User Can Process ready Thanke Total Thank Yous Opatan atch a Just Their Own T Set Selection ite ace Select Thank Pending Pending Pending Already e j You Description Thank Gift Pledge E e Easy To Read TY Grid Letter You s Amount Amount e Drill Down to Specific mo StendadTherkYou OO O o o i ana 03 ceta Camos trevo OO OO o o o a PE E E E E e So o BanquetTherkven So o o S a E P aul T___ AuetontiemPuchass E E E E same Time 12 Bowlathen 2002Pig tevo AO w oo S n E E E ee 0 00 0 00 Building Fund Thank ou in Word Ph z i og w e I lta ji E at IP recess J oief Pending Thank You s 17 i A Already Thanked 6 Pending Gilt Amount 1 357 00 j Total Thank You s 84 Pending Pledge Amount 4 520 00 Acknowledgement Processing Center Easi
17. reen makes the sequence of steps clearer 3 Listings and Mailings Report Category 2 Select Label Format Report Information a Labels Description Listings Default Label Laser M ailmenge Bar Code E malla Dot Matra 1 Export to File Dot Matra 2 User Defined user label 1 Set Report Options Set Selection Filter __ Sort Order C Update Last Contact C Include NO MAIL Names Alpha Ou 04 30 2007 pdate Tag Date 04 30 2007 es eo Include HO EMAIL Hames Choose Alternate Name Address Other Jen pat eel Suppress Professional Title Random Extra field of word to print on each label Place field names in J s pO Print in place of name pO Cancel Create listings labels and general mail merge documents in 3 steps or easily export data to Microsoft Excel or any other systems 800 220 8111 e www donorperfect com Page Enhanced Screen Generator Now adding modifying or deleting fields from you system is even easier than before Our completely redesigned Data Entry Screen Designer provides a much simpler view of your screen specifications for editing the layout of DonorPerfect to your exact needs a Data Entry Screen Designer Ed Screen Subscreen Field Name Field Prompt Row Col Category Show Only Jem eee mE m dit Main Ind Main Subscreen Delete Mangra Men LeckupananeithGooglecom jj jT T T T E e m a ie m ia T T iT em p
18. t frequently used areas of the programs e g Financial Statistical Analysis Reports Search for Donors or gt Cross Tabulation the Custom Report Writer A Top Donor Listings Income Analysis Favorite Reports Keep up to _ Giving Potential J 5 of your most frequently used l l Edit List reports with your desired date ranges and selection filters just a click away To edit the content of the Welcome Screen simply click the Edit List button on the bottom right hand corner of the window 808 Inbo Bs Micro 26 v 90d z Dono Fus QO The Welcome Screen is quickly accessed by clicking Home on the new left hand menu Welcome screen settings can be managed by each user or controlled by the system administrator 800 220 8111 www donorperfect com Page 2 Enter New Gifts More Efficiently Improved Quick Entry provides a configurable tool to quickly search for a donor edit address information and create a gift or pledge all on one screen speeding data entry The easy to read grid and Quick Entry report make reviewing your work a snap a Quick Entry fx HECER freansachors Entry Type Donor Donor Name Date Gift Amount Pledge Total TY Letter 1 E E n E A E E S E Quick Entry Grid Enter review and report on a gift and pledge transaction batch with ease p AAR SGCHOR f ofafs COMI OUDOR
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