The
Exceed! product suite offers two fundraising software solutions
to meet the broad range of nonprofit needs.
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DONOR & CONTACT MANAGEMENT
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BASIC |
PREMIER |
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Information Stored |
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Names stored in each
contact record |
2 |
Unlimited |
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Addresses stored in each
contact record |
2 |
Unlimited |
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Alternate name forms
(e.g. Robert/Bob/Dr. Jones) |
3 |
Unlimited |
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Customizable greetings |
3 |
Unlimited |
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Phone numbers, e-mail
addresses, fax numbers and website addresses |
Unlimited |
Unlimited |
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Date, purpose and staff
person for each interaction |
√ |
√ |
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Description, lead source,
affiliation and solicitor in each contact record |
√ |
√ |
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Other Features and Functions |
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Automatic reminders for
pending activities and scheduled appointments |
√ |
√ |
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Customizable fields in
each contact record |
2 |
100 |
|
Best mailing address
to use based on time of year |
|
√ |
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Customizable contact
record screen |
|
√ |
| |
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FUNDRAISING MANAGEMENT |
BASIC |
PREMIER |
| |
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Information Stored |
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Gift amount or value,
date and type of gift |
√ |
√ |
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Payment method and check/credit
card numbers |
√ |
√ |
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Campaign and reason for
each gift entry |
√ |
√ |
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Memorial and honorarium
gifts |
√ |
√ |
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Other Features and Functions |
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Events
Management |
|
√ |
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Membership
Management |
|
√ |
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Soft credits |
|
√ |
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Matching gifts |
|
√ |
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Customizable fields |
|
√ |
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Pledge payment schedules,
balances and reminders |
√ |
√ |
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Write off uncollectable pledges |
|
√ |
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Associate gifts with
specific individuals within a contact record |
|
√ |
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Split gifts over multiple
funds or programs with no data re-entry |
|
√ |
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Automated receipt numbers |
√ |
√ |
| |
|
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MAILINGS AND DATA EXPORTS |
BASIC |
PREMIER |
| |
|
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Gift acknowledgment letters
created while entering gifts or in batches |
√ |
√ |
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Pledge payment due and
membership renewal due letters |
√ |
√ |
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Notification letters
to family members for memorial gifts |
√ |
√ |
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Mail merges in Microsoft®
Word for easy letter development |
√ |
√ |
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Address envelopes and
mailing labels |
√ |
√ |
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Select best greeting
and address for a mailing occasion |
√ |
√ |
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Generate and send mass
e-mails |
√ |
√ |
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Save mailings as Favorites
for easy re-creation |
|
√ |
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Automatically update
records for recipients of mass mailings |
|
√ |
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Export reports and donor
lists to Microsoft® Excel or Word |
√ |
√ |
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Create custom data exports
based on desired fields |
√ |
√ |
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Export donor lists for
inclusion in newsletters |
√ |
√ |
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Export files/data in
PDF format |
|
√ |
| |
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COMPREHENSIVE REPORTING |
BASIC |
PREMIER |
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Easily create reports
using simple, menu-driven processes |
√ |
√ |
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Export pre-formatted
reports into Microsoft Excel |
√ |
√ |
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Comprehensive standard
reports (contact, gifts/pledges and statistical) |
√ |
√ |
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Create custom reports |
|
√ |
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Save reports as Favorites
for easy re-creation |
|
√ |
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Export reports in PDF
format |
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√ |
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MODULES & INTERFACES |
BASIC |
PREMIER |
|
QuickBooks® accounting
interface |
√ |
† |
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Peachtree® and MIP® accounting
interface |
|
† |
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Volunteer Management |
|
† |
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Grant Making & Grant
Seeking |
|
† |
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Guest Management |
|
† |
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Electronic Funds Transfer |
|
† |
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AuctionPay Interface |
|
† |
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Online
fundraising |
|
† |
| VerticalResponse
Email Marketing Interface |
|
√ |
| IATS
Credit Card Processing |
|
√ |
| |
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ADDITIONAL FEATURES |
BASIC |
PREMIER |
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Data Importer to transfer
donor/gift data from your existing application |
√ |
√ |
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Built-in Back-up and
Restore |
√ |
√ |
| |
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√ = standard
† = add-on module or interface |
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