Major Giving provides separate access to authorized users for confidential major donor information, as well as access to basic MemSys information.
Input
► Confidential major giving information only accessible to authorized users
► Identify major donors individually on the donor screen OR
► Audit all donors, by giving patterns, to identify confirmed or prospective major donors
► View major donors assigned to segments based on user-defined selection criteria
► Extensive personal information fields above and beyond basic MemSys include:
♦ Seven phone number fields, plus best time to call
♦ Email fields including CCs for assistants, legal counsel, business managers, etc.
♦ Place-of-employment contact fields for both donor and spouse
♦ Assistant contact information fields for both donor and spouse
♦ Field to track children’s information including name, address, birth date and age
♦ Detailed alert system, including major donor alerts, board notes, interest, profile and strategy
► Employment information includes workplace addresses, professional titles and contact information
► Extended Giving History fields
♦ Separate annual giving totals for last eight years (calendar or fiscal) and lifetime total
♦ Includes all giving history, not limited to membership gifts
Moves Management
► Contact management system tracks unlimited contacts and follow ups:
♦ Automatic follow up pop-up alert upon user log-in
♦ Print contact/follow-up lists by date range
♦ Specific forms of contact: call, email, letter or visits
♦ Extensive space for detailed information
♦ Standardized contact subject capability
♦ Prior or planned contacts listings include date, type, staff, follow-up date, completed flag
♦ Moves management reporting by contacts, payments and/or last gift by date range
Mailings & Reports
► Unique major donor mailings easily export personalized information for use by authorized users
► Activity history lists detail on all mailings sent: solicitations, invitations, tax receipts, pledge reminders and more.
