Managing gifts and pledges is streamlined within the Aptify
system. Gifts can be recorded very quickly using a simple and intuitive wizard
interface. Donors may also send gifts over the web via the Aptify e-Business
Suite. Pledges are processed rapidly using a simple form that captures key data
and allows for flexibility. Some of the features that are available for
managing pledges and gifts include:
- Gift Types - Aptify supports any number of gift types
including cash, gifts in kind, volunteer time, and others.
- Gift Timing - For one-time immediate gifts, the payment
processing is very simple. Aptify also has complete support for complex pledges
that have payment schedules that may span multiple years and have variability
in payment amounts.
- Multiple Funds - A single gift may be applied to any number
- Donor Advised Funds - Gifts and Pledges maybe applied to one
or more Donor Advised Fund.
- Automated Matching - When corporate or major donor matching
is available for a gift or pledge, it is automatically applied and managed
financially by the system.
- Communication - Aptify can provide automated notification to
donors including common notices such as thank you letters, reminder notices for
upcoming pledge installments, and more
- Workflow - Aptify's easy to use workflow engine allows a
user to rapidly establish rules that can add approval routing, communication
and much more into the gift and pledge management process.