Fundraising and Grant Management
Industry Solutions : Association Management : Features and Benefits : Fundraising and GrantsAptify Fundraising and Grant Management includes an array of powerful features to help both fundraising and grant management professionals excel.
Fundraising Features
- Prospect and donor tracking features allow fundraising managers to access extensive biographical and demographic information
- Tailor tracking details to the needs of each organization or fundraising professional
- Easily query, view, print and export exact donor information, in any format
- Record and view information about all types of gifts and pledges made to various funds
- Track the success of each fundraising campaign or event
- Automatically handle matching contributions from organizations and individuals
- Solicitor management keeps a detailed record of a solicitor’s activities so you can determine their contribution to the campaigns success
- Integrate with Aptify’s powerful Contact Management module to track the activity involved with soliciting your major prospects
- Easily link follow-up events to Microsoft Outlook’s calendar for a reminder of important calls and correspondence
- Built-in business intelligence and analytics functionality allows users to identify trends, evaluate campaign and solicitor results, and drill down into details in any area of the system
- Easily build models to help forecast potential future results based on understood trends
- Anticipate demand for planned events and programs
Grant Management Features
- Track grant applications, workflow associated with the review and acceptance of applications, grant project deliverables, reports, disbursements and more
- Due diligence processes are directly embedded into the grant management functionality to ensure grant making organizations can facilitate the necessary due diligence to protect their interests and ensure compliance with regulatory requirements
- Track grant payments and automate workflow to improve ease of processing
- Summarize grant reporting to analyze key performance indicators and success factors
