• Two names (e.g. husband and wife, or two partners) and two addresses for each contact record
• Unlimited phone numbers, e-mail addresses, fax numbers, and website addresses for each contact record
• Three customizable, occasion-specific salutations for each person or a couple. For example: Mr. and Mrs. Smith, Ms. Smith, Bob and Sandy, etc.
• Three alternate name forms for each person or a couple. For example: Mr. & Mrs. Robert Smith, Jr., Ms. Sandra Smith, Bob & Sandy Smith, etc.
• Description fields for each contact record
  • Descriptor: Describes the type of individual or organization.
  • Source: Describes the source of the name. For example, a prospect list, a friend of a board member, the old original list, or whether the source is unknown.
  • Affiliations: Describes how the contact is affiliated with your organization.
• Two date fields for each contact record
• Customizable pick list for each contact record
• Customizable text field for each contact record
• Links between contact records
• Interface with VerticalResponse for Email marketing

Activity Scheduling and Reminders

• Tickler calendar for reminders on pending activities
• Forwarding of actions to other staffers in organization

Gift Tracking

• Campaign details
• Gift amount and value
• Date of gift, check date, entered date
• Gift type
• Donation, pledge, membership dues, or sale
• Gift payment method
• Cash, stock, check
• Confirmation that the gift has been acknowledged
• Memorial / honorarium details
• Anonymous gift tracking
• Gift posting to QuickBooks® Pro, Premier or Nonprofit Editions 2002+

Pledge Management

• Outstanding pledge balance tracking
• Pledge reminder letters
• Pledge payment scheduling — automatic or customizable
• Pledge payment history tracking
• Pledge cash flow projections

• Renewal notices
• Lapsed memberships
• Membership reporting

MAILINGS & DATA EXPORTS (see more)

• Gift acknowledgment letters
• Batch processing
• On-the-fly
• Envelope and label creation
• Occasion-specific mailing addresses
• Customizable letter salutations
• Mass e-mail
• Alternate name forms for labels and contact list exports

COMPREHENSIVE REPORTING (see more)

Reports

• Powerful, simple data extraction
• Save reports in several formats, including, Word, Excel, RTF and PDF
• Drill-down reports for powerful data analysis
• Contact Reports
  • History of interactions with the organization
  • Links to other entities within the Exceed! Basic database (i.e. children, members of same foursome, etc).
  • Summary lists of contacts
• Gifts and Pledges Reports
  • Donation history
  • Summaries of gifts received
  • Pledges and pledge payments received
  • Past due pledge payments
  • Pledge cash flow projections
  • Comparison of contacts' gifts between two user specified periods
  • Top donors over any period
  • Donors who gave in the previous period but not the current (LYBUNT)
  • Donors to specific fund(s) or campaigns
  • Donors who gave as the result of requests made by a specific solicitor within the organization
  • Donor lists for newsletters
  • Many more
• Statistical Reports
  • Counts of donors, prospects and gifts within the database
  • Summaries of funds raised via specified campaigns and appeals
  • Gifts associated with specific funds
  • And many more

QUICKBOOKS ACCOUNTING INTERFACE (see more)

• Compatible with QuickBooks Pro, Premier or Nonprofit Editions 2002+
  • Simple setup and field mapping
  • One-step transaction posting
  • Import contact information from QuickBooks

Efficient, Accurate Data Entry

• Simple, intuitive program navigation
• Data entry from drop down pick lists
• Mandatory gift data entry fields (optional feature)
• Automatic City and State entry based on zip code (optional feature)
• Powerful, easy to use data importer

SECURE

• Password protection and restricted access for different users
• Integrated data backup and restore