Gifts and Pledges
- Single gifts with unlimited
designations are fully supported and
accounted for.
- IRS and FASB
rules are fully implemented and enforced, including conditional and
unconditional pledges.
- Pledges can
include multiple, irregular installments. Forecasts of future income
can be based upon the pledge billing data.
- Matching gifts
are fully supported. Each gift can have multiple matches,
including matches based upon spousal employment.
- Soft credits
can be recorded for any gift or pledge.
- Tributes can
be recorded for any gift or pledge and appear on both the donor and the honoree's
records.
- Full batch controls
are implemented to ensure that accurate and auditable gift processing
occurs.
- Recurring gifts
track a series of gifts given by a donor over a specified or indefinite time
period.
- Automated giving summaries
for constituents and campaigns make reporting, forecasting, and review of
data quicker and easier.
- Export of
gift transactions to Quicken or other accounting programs is supported.