Major Giving

Major Giving provides separate access to authorized users for confidential major donor information, as well as access to basic MemSys information. 





Input





► Confidential major giving information only accessible to authorized users





► Identify major donors individually on the donor screen OR





► Audit all donors, by giving patterns, to identify confirmed or prospective major donors





► View major donors assigned to segments based on user-defined selection criteria





► Extensive personal information fields above and beyond basic MemSys include:





        ♦ Seven phone number fields, plus best time to call


        ♦ Email fields including CCs for assistants, legal counsel, business managers, etc.


        ♦ Place-of-employment contact fields for both donor and spouse


        ♦ Assistant contact information fields for both donor and spouse


        ♦ Field to track children’s information including name, address, birth date and age


        ♦ Detailed alert system, including major donor alerts, board notes, interest, profile and strategy





► Employment information includes workplace addresses, professional titles and contact information


 


► Extended Giving History fields





        ♦ Separate annual giving totals for last eight years (calendar or fiscal) and lifetime total


        ♦ Includes all giving history, not limited to membership gifts





Moves Management



► Contact management system tracks unlimited contacts and follow ups:


        ♦ Automatic follow up pop-up alert upon user log-in


        ♦ Print contact/follow-up lists by date range


        ♦ Specific forms of contact: call, email, letter or visits


        ♦ Extensive space for detailed information


        ♦ Standardized contact subject capability


        ♦ Prior or planned contacts listings include date, type, staff, follow-up date, completed flag


        ♦ Moves management reporting by contacts, payments and/or last gift by date range





Mailings & Reports





► Unique major donor mailings easily export personalized information for use by authorized users





► Activity history lists detail on all mailings sent: solicitations, invitations, tax receipts, pledge reminders and more.



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What are other stations saying about MemSys?

We are long-time users of MemSys. Being a joint licensee with dual memberships for radio and TV presents many challenges and MemSys has always been up to the task.

Angela Meadows

Member Services Manager

West Virginia Public Broadcasting

http://www.wvpublic.org