
Fully auditable gifts and pledges
- Single gifts with unlimited designations are fully supported.
- 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.