Fundraising Module

Fundraising takes on many different forms depending on your organization type and the priorities you're required to meet each year. The iMIS Fundraising module offers everything you need to recruit and retain your donors.

Fundraising Features include:

Process Gifts/Pledges

• Record single gifts or pledge installments
• Manage recurring payments and promises to give over time
• Manage memorial and tribute gifts and pledges
• Track multiple soft-credits that can increase the soft-credited donor's lifetime value
• Manage and track solicitor information; Manage third-party payments
• Record and apply matching gift plans for companies
• Attach back-end premiums and manage premium inventory
• Use rapid gift entry to streamline gift processing

Manage Donor Information and Communication

• Tie solicitors to a donor; Assign follow up activities and notes at the gift entry level
• Record donor List As preferences
• Generate automatic donor club levels; Generate pledge reminder statements
• Receipt and thank donors for gifts and pledges received
• Set receipting preferences by donor for monthly, quarterly, annual receipts
• Acknowledge third-party payers
• Notify honoree or next-of-kin of memorial and tribute gifts

Steward Donor Dollars

• Record all gifts and pledges with the appropriate revenue distribution
• Report on fund performance
• Manage the transfers between restricted and unrestricted accounts
• Maintain a complete audit trail of each donation
• Lock a gift from being changed once the transfer to the general ledger is complete

Track Appeal Performance

• Record the appeal and campaign at the gift level
• Report on response rates and revenue raised at either the appeal or campaign level

Online Transactions

• Allow donors to give at any time and to respond to your appeals immediately
• Allow first time donors to give online while automatically creating a new contact record in iMIS
• Process credit card transactions automatically and send immediate confirmations
• Allows anonymous donations to be made