AM GUARD System Fund Raising Modules
The Fund Raising application was designed to provide associations with the tools necessary to manage fund raising campaigns. The system can track multiple concurrent campaigns. Campaigns can link to the Meetings module to accommodate special fund raising events, such as golf outings or dinners. The Fund Raising application interfaces with the Financial Management system for cash receipts, and generates the requisite Accounts Receivable and General Ledger transactions. Each campaign can be defined to its own G/L account numbers. Contributions received as part of membership processing create Fund Raising transactions credited to the proper campaign and are available for inquiry or additional processing in Fund Raising along with the other contributions to the campaign.
The application tracks and manages donor and prospect information, including preferred donor name and salutation, income level, user defined income levels and prospect codes, user defined tribute codes (in memory of, in honor of, etc.), and multiple user defined data fields. The system identifies potential employer matching contributions. Default donor information can easily be changed as necessary for each individual donation or pledge. The system maintains contribution history for each donating individual or organization. The system also records association member and staff member involvement and marketing source.
The Fund Raising application can accept multiple types of donations, e.g. land, automobiles, etc. The system also tracks auction item donations and auction item purchases, thus providing proper tax reporting capabilities.
The application can process pledges and provides for pre-defined payment cycles Ranging from three (concurrent or alternating) months to twelve monthly payments. The system has the capability of creating invoices or reminders as the payments come due. The system can create payment coupon book to be used by the donor with each payment.
Letters and Reports
The system can create Thank You letters for every Donation, Pledge and pledge payment. Family members can be linked to facilitate review and reporting of family contributions. The user defined donor profile information can be used to identify likely donors for specific campaigns and combined with donor history information.