non-profit
organizations

Features & Benefits

• To build strong relationships with your donors, you need to do more than just record their contributions.
• Capture and maintain donor and prospect information such as type of donor (individual, family, corporation, etc.), contact information, account rating, preferred method of contact, reason for giving as well as giving history, capacity to give and many other important inputs.
• Preserve donor relationships regardless of employee or board turnover, as all information is stored in the web-based application.

• With DonorTrax, you can increase revenue by shifting your focus away from short-term targets to help solidify your long-term fundraising goals.
• Track multiple opportunities for each donor, including major gifts, in-kind donations and special donations for specific auctions or events.
• Gain long-term insight into the donation process and improve chance of turning each opportunity into actual donation.

• DonorTrax allows you to create individual cultivation strategies for each donor – so you can have a more personalized approach to fundraising.
• Build stronger and more lucrative relationships with your donors.
• Track progress and status for each donor, so you know where your funding opportunities stand at all times.

• You can better manage the fundraising process by tracking every activity your development and fundraising teams have to accomplish.
• Alerts ensure tasks are completed in a timely manner.
• The online system stores data outlining when a donor or prospect has been contacted and what was discussed, keeping all team members informed on the progress of a lead.

• Treat leads for what they are, and treat them differently than donors and prospects.
• By managing this list separately, you can better qualify leads before spending precious fundraising time and money courting a dead end.

• This feature is key to fundraising success, as it helps you focus on long-term revenues.
• Identify shortfalls in lead generation, contact, commitment or any other stage of the process and remedy those issues before they affect your bottom line.
• Set fundraising goals and then measure data against those goals to determine your team’s success.

• DonorTrax – like all of the nFocus Software TraxSolutions – has a powerful reporting capability.
• With over 35 stock reports specific to fundraising, you can quickly generate statements to cover every aspect of donor management.
• Export the data in HTML (Hypertext Markup Language), XML (Extended Markup Language), CSV Text (Comma Separated Value), or Microsoft Excel.
• Integrate exported data with other sources to use reporting and analysis tools such as SPSS and Crystal Reports.