Fundraising & Donor Management

Combine the power of your client management software with tools to help fund your initiatives with SAM. From storing your donor’s contacts and their relationship with your organization to generating targeted reports for upcoming solicitations or fundraising events, SAM can control and help you manage your fundraising programs.

Through careful planning and management, your fundraising efforts can yield success! Use SAM's reports to analyze your outcomes, as you build steps to aim for your mission.

Solicit, Track & Report

• Pull reports to understand the success of your fundraising campaigns.
• Filter reports to specific programs and view the type/specifics of gifts to the giver.
• Compare your donation requests with actual donations and the giver.
• Manage grantors, their giving cycles and pull reports to share your outcomes.
• Solicit donations through your clients and contacts. Share donation links and upcoming fundraisers with prospective donors.
• At the conclusion of a fundraiser, generate a print mailing through reports of all donors, and send acknowledgements with their donated amount. Print address labels of this same group.

SAM's Donor Cover Page collects statistics about each donor. The donor's total count of donations, total donation amount, largest donation, and most recent donations are calculated and pulled together for a saavy view of each donor.

With donor reports, these aggregates about each donor can be combined with other demographics, fundraising events, or solicitations to better target future donations.

Compliment the Donor Management Module with others to increase your funding while reducing your overhead.