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Advanced Fundraising

Advanced Fundraising enhances your ability to segment and target the members based on their giving patterns.  Renewal, lapsed-rejoin and additional gift mailings output files with a wide range of personalization fields.  Segmentation reports output information about member giving patterns and flag members for better targeting. 

Mailings

► Additional gift appeals: by giving level, status, suggested upgrades based on last add-gift

► Lapsed/rejoin appeals: upgrades based on last member gift or member-year total

► Monthly renewal series: targets members due to renew; integrates with renewal reports

Reports

► Gift purpose: break down gifts by new, add-gift, renewal or rejoin

► Percentage response rate: percent of list making a gift

► Return on investment (ROI): gross revenue over mailing cost revealing net income

► Response by user-defined geographic locations

► Retention by additional gifts: effect of add-gifts on donor renewals

► Additional gifts by source of prior gift and by longevity

Donor Segmentation – Produces Reports & Flags Records

► Donor pyramid: score donors by nine level matrix of gift size and frequency

► Giving frequency and recency:  number of donors who give 1, 2, 3 or more times a year

► Membership levels: segment donors into ten giving levels based on user-selected gift type

► Multi-year giving: score donors based on the long-term annual giving

► Membership Percentiles:  flag donors based on their position 00 to 99 by gift size

► Donors by Zip: counted by ZIP5 or ZIP3

► Donors by Period: donors giving within a specified date range

Revenue Planning

► Periodic Budget review: budget projection vs. collected income

Renewal Reports

► Income projections

► Detailed Mailing Analysis produces Income Summary and Response Summary for up to 7 renewal hits

► Renewals by geographic locations

► Renewal upgrade trends: global survey determines average member upgrades

Setup Capabilities

► Renewal Source statistics are compiled by mailings and reports; also can be edited for detailed results

► Upgrade table: maintain table of custom upgrade levels, which in turn enable personalized upgrade asks

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    Our customers are saying...
    Barbara Lundquist - Former Membership ManagerBarbara Lundquist - Former Membership ManagerKTWU-TV
    Not being a technical person I find it to be exhilarating as well as challenging. The team at Memsys has been very kind and professional when I need assistance no matter what the question. They take the time to mentor me through the software. Because of the Memsys team, I am getting better at navigating the software and getting the data I need. It has been a game changer for our development efforts.
    Brian Black Digital Philanthropy & Annual Giving CoordinatorBrian Black Digital Philanthropy & Annual Giving CoordinatorWVTF-FM and Radio IQ
    I have been working in the MemSys CRM for 15 years. I began my career at WVTF processing daily check deposits and by the end of my first day I was able to easily enter all the donor data, pledge, and payment data and produce a daily register report to match the bank records. That’s says a lot for a someone who had never worked in a CRM before. Over the years our process changed from manual entry to lock box service and finally to remote check scanner deposits. With each change to our processes MemSys customized the software to ...
    Adriana Kelly - Development DirectorAdriana Kelly - Development DirectorKVMR-FM
    Memsys does exactly what I need, so I can spend less time on data entry and more time connecting with donors. It gives me all the tools I need for successful fundraising. As a bonus, the guys who write the code are the same guys answering your support questions! Their expertise and quick responses are irreplaceable. I love Memsys, for how flexible and responsive it is!
    Erin O'Doherty former Director of Membership at Wyoming Public MediaErin O'Doherty former Director of Membership at Wyoming Public MediaClimb Wyoming
    They always listen to suggested improvements. It’s really satisfying to see my ideas show up in the next update – new features that make it easier for me to raise more funds and better serve our members.
    Gene EvansGene EvansKHPR-FM
    The Query feature is intuitive and easy to use. And we really appreciate the consistent support!
    Grey JohnsonGrey JohnsonWBGO Jazz 88.3 FM
    Our training has allowed us the knowledge to think for ourselves with MemSys, which is truly wonderful. This and the good MemSys support team, assure me that we will be successful.
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