Federation Software
For Fundraising Organizations

Chances are, if you're a nonprofit, you are actively fundraising. Even organizations that receive revenue from membership dues, foundations, government, government, and fee for service often need to fill in budget gaps with revenue from fundraising. Fundraising organizations come in many flavors:

• Health and human service providers
• Arts organizations
• Environmental organizations
• Advocacy and public interest organizations
• Schools and churches

The good news is that Federation has a full-featured fundraising module that costs only a small fraction of the price charged by well known products such as Raisers Edge. Better yet, Federation cleanly integrates donor information with all other contact information, avoiding the problems associated with maintaining multiple databases.

You can configure Federation to fit precisely the way you work. Start with the base system, which provides the essential contact management and mass communication features. Then add on other modules as needed. Those most frequently by fundraising organizations are:

• Fundraising
• Event management
• Project management

Read the following sections for a quick overview of fundraising features. For more details, see the Fundraising section of the Federation Details page, which includes feature spotlights and screen shots.

Fundraising Features

Tracks three donation types -- gifts, pledges, and pledge payments -- with user friendly entry screens and with flexible search views to review past entries.

Distinctly handles both individual and organization donors, yet allows aggregation of results in searches and reporting.

All donations can be coded by purpose, status, type, corporation, general ledger account, fund, and in other ways that make it possible to flexibly analyze fundraising. Every lookup list options for coding field are completely user definable.

Lets you define a system of campaigns and appeals, linking each donation to an appeal. New donations conveniently inherit default values, speeding up data entry.

Supports soft credits, allowing you link other people and/or organizations to a gift. Lets you give proper acknowledgment to everyone, such as spouses or employers.

Handles the entry of matching gifts.

For pledges, you can set up installments, log payments, view forecasts, and analyze delinquency.

Synchronize with your accounting software by coding all donations with General Ledger accounts, and (if applicable) corporation code and fund. Print report for specified period to calculate totals. Text file exports will be available in an upcoming release.

Exports records to send acknowledgement letters via your favorite work processor. Keeps track of the "thank you" status for each donation.

Use mass communication tools to orchestrate mailings for campaigns and appeals.

All rights to view, add, edit, and delete fundraising information are fully controlled by security settings.

Use tags to develop build targeted prospect lists of any complexity, organized in a hierarchy by subject, history, etc.

Contact notes and tag history track the complete solicitation history for each prospective donor.

Built-in Reporting

Ready-to-use reports with many frequently needed variations. Point-and-click simplicity means no querying skills required.

Extensive reporting options includes analysis of donation history on either a cash or accrual basis. Cash basis counts only gifts and pledge payments. Accrual basis counts pledges when pledged and ignores pledge payments.

Slice and dice data easily with built-in report grouping variations -- by date, donor, solicitor, campaign, appeal, purpose, and more.

Separate launchpads for extracting data at the DONOR and DONATION level of detail.

• The Donation Launchpad analyzes gifts and pledges by at the transaction level. For example, you can view all year-to-date gifts provided by individuals, and grouped by appeal.
• The Donor Launchpad provides information rolled up to the donor level. For example, you can view all donors who gave over $500 in the past 2 years but have not yet given this year.

Report launchpads provide criteria cross-links to other important contact management details, such as tags. Answers questions such as "how many donors are also board members?", or "what was the response rate for the spring appeal?".

Manage pledging carefully with pledge payment forecasting and delinquency reports.

Aggregation of donation data instantly for any date range, rather than referencing fixed periods only.

Convenient file export options allow working with fundraising data in Excel and other applications. Provides unlimited flexibility to sort, group, analyze, copy, paste, and format your fundraising data.

Next Steps

Questions? Call us at 763-391-7400.

Make sure to explore all the detailed documentation provided on our website. When you are ready to buy, fill out a purchase order and we can get the process started immediately!