• Unlimited names, addresses, phone numbers, e-mail addresses, fax numbers, and website addresses for each contact record
• Unlimited, customizable, occasion-specific salutations for each person or a couple. For example: Mr. and Mrs. Smith, Ms. Smith, Bob and Sandy, etc.
• Unlimited, alternate name forms for each person. 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.
• Customizable date fields for each contact record
• Customizable pick lists for each contact record
• Customizable text fields for each contact record
• Links between contact records
• Easy handling of moves and address changes
• Easy handling of area code changes

Customizable Information Screen

• Customizable information screen available for each contact. Allows for three field types: Date (e.g. Graduation Date), Free Form (e.g. University Attended) and Pick Lists (e.g. Major).
• Easy reporting on information stored in custom fields. Create reports from scratch or add fields to existing report templates.

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
• Gift reason/appeal
• Event associated with gift (e.g. Banquet)
• 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
• Solicitor for gift
• Customizable gift fields
• Anonymous gift tracking
• Soft Credits
• Fund Splits
• Matching gifts

Pledge Management

• Outstanding pledge balance tracking
• Pledge reminder letters
• Pledge payment scheduling — automatic or customizable
• Pledge payment history tracking
• Write Off of unpaid, uncollectible pledge balances
• Pledge cash flow projections

• Key membership dates tracking – Initial membership date, current renewal date, previous renewal date, and history of dates renewed
• Dues payments management – Track last dues paid amount and next payment date. Create renewal notices
• Membership level tracking – Establish a membership hierarchy (e.g. Platinum = Highest, Copper = Lowest), assign membership level codes, track current and previous membership levels
• Member and membership statistics reporting – Create membership lists and perform statistical analysis (e.g. renewal rates, new member sign ups, etc.)

EVENT MANAGEMENT (see more)

• Event invitation creation – Easily identify potential attendees based on their previous donations to your organization, or affiliations with your organization. Use Exceed! Premier’s mailing function to create mailing labels to attach to your invitations
• RSVP status tracking – RSVP status (invited, accepted, declined) is shown in each invitee’s contact record. RSVP status can be easily updated on a record-by-record basis or, alternatively, the status of multiple invitees can be updated using an editable spreadsheet view of the invitee list
• Event participant groupings – Easily create banquet seating assignments, golf tournament pairings or other groupings using the program’s automatic grouping function
• Event registration sheets creation – Easily generate event sign-in sheets including key information such as: names, group #, amount paid, etc. Sign-in sheets can be sorted in any order desired
• Event reporting – Generate reports on event fundraising results that include information such as: total funds raised; funds raised verses financial goal; total number of participants; and lists of participants including name, group number and participation type (e.g. attendee, sponsor or guest)
• Key membership dates tracking – Initial membership date, current renewal date, previous renewal date, and history of dates renewed

MAILINGS & DATA EXPORTS (see more)

• Gift acknowledgment letters
• Batch processing
• On-the-fly
• Membership renewal reminder letters
• Pledge payment due reminder letters
• Envelope and label creation
• Time of year, or occasion-specific mailing addresses
• Customizable letter salutations
• Mass e-mail
• Bulk mail export
• Easy access to “Favorite” mailings
• Alternate name forms for labels and contact list exports
• Text or Excel file creation
• Mail merge creation from within Exceed! Premier

COMPREHENSIVE REPORTING (see more)

Reports

• Powerful, simple data extraction
• Easy access to “Favorite” reports
• Save reports as text, Excel or PDF file types
• Contact Reports
  • History of interactions with the organization
  • Links to other entities within the Exceed! Premier 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
  • Event results
  • 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
  • Membership renewal statistics
  • And many more

• Tracking of volunteer’s skills, interests, and awards
• Volunteer scheduling
• Volunteer availability tracking
• Actual hours worked tracking

Grant Making & Grant Seeking (see more)

• Incoming or outgoing grant management
• Requested date, requested amount, status
• Details of grant requests, issues, or declines
• Scheduling, tracking, and reminders of activities relating to grant requests
  

Guest Management (see more)

• Guest stay tracking:
• Length of stay, arrival and departure dates
• Diagnosis information of patient being visited
• Billing management
• Room occupancy rates
• Room availability

Remote Access (see more)

• Remote access to Exceed! Premier via Internet
  • telecommuters
  • travelers
  • board members
  • volunteers
  • grant writers
• Satellite office access
• Works with both Windows and Macintosh platforms
• Same Exceed! Premier look and functionality

Electronic Funds Transfer (EFT) (see more)

• Electronic transfer of funds from donor to organization’s bank account
• Data exportation from Exceed! Premier to credit card processing software

• Compatible with Most Popular Programs
  • QuickBooks® Pro, Premier or Nonprofit Editions 2002+
  • Peachtree®
  • MIP®
• When Used With QuickBooks Pro, Premier and Nonprofit Editions 2002+
  • Simple setup and field mapping
  • One-step transaction posting
  • Import contact information from QuickBooks

• Compatible with event tracking software by Northwest Software
  • Auction-Tracker: Auction event management software
  • Tournament-Tracker: Golf Tournament management software
  • Banquet-Tracker: Banquet management software

• Compatible with online donation providers
  • LocalVoice
  • Contribute.com
• Import online donation information

3^rd PARTY SOFTWARE COMPATIBILITY

• QuickBooks Pro, Premier and Nonprofit Editions 2002+
  • Simple setup and field mapping
  • One-step transaction posting
  • Import contact information from QuickBooks
• Microsoft® Office - Word, Excel
  • Create mail merges
  • Export reports to Excel
• Peachtree – Accounting software
• MIP – Fund management software
  • NPS Intro
  • NPS Pro
• Adobe – PDF file crreation
• Event tracking software by Northwest Software
  • Auction-Tracker: Auction event management software
  • Tournament-Tracker: Golf Tournament management software
  • Banquet-Tracker: Banquet management software
• LocalVoice – Online fundraising
• BulkMailer – Bulk mail processing software

USER-FRIENDLY

Program Navigation

• Web page like program navigation
• Easy access to key program tasks such as: looking up and adding new contacts; adding new gifts, running Favorite Reports, and viewing pending activities

Efficient, Accurate Data Entry

• Data entry from drop down pick lists
• Mandatory gift data entry fields (optional feature)
• Default data (optional feature)
• Automatic City and State entry based on zip code (optional feature)

SECURE

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