Fundraising and Grant Management

Aptify Fundraising Management’s powerful prospect and donor tracking features allows fundraising managers to access extensive biographical and demographic information. The way this information is presented can be tailored to the needs of each organization or each fundraising professional. Aptify’s extensive configuration capabilities allow organizations to easily configure the user interface to meet their specialized needs. Using Aptify’s Viewing System, fundraising managers can query, view, print and export the exact donor information they need in virtually any format they desire. This module has the ability to record and view information about all types of gifts and pledges made to various funds and to track the success of each fundraising campaign or event. Extensive campaign management shows which campaigns are successful and which are not. Solicitor management keeps a detailed record of a solicitor’s activities so you can determine their contribution to the campaign’s success. The Fundraising module is seamlessly integrated with Aptify’s powerful Contact Management module to track the activity involved with soliciting your major prospects. Solicitor’s can record any type of communication with prospects, such as phone calls, emails, meetings, and mailings. Easily link follow-up events to Microsoft Outlook’s Calendar for a reminder of important calls and correspondence. Aptify built-in business intelligence and analytics functionality allow users to identify trends, evaluate campaign and solicitor results, and drill down into details in any area of the system. In addition, using the powerful business intelligence functionality, users can build models to help forecast potential future results based on understood trends and better anticipate demand for planned events and programs. Grant managers can make use of the Aptify application to 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. Aptify Fundraising Management’s features give the fundraising manager access to the information they need to be successful in the very competitive environment for major donors. In addition, Fundraising Management includes the powerful features of Aptify’s business application framework and seamlessly integrates with other Aptify applications.