Anytime Access

Today's fundraising executives expect anytime, anywhere access to real-time donor data.

Easy and Accurate Data Entry

Easy to follow screens and batch entry make input fast and accurate.

Custom Data Portal

ePhilanthrAppeal provides each user with a customizable data portal. View the data you need for your role with your organization.

Robust Reporting

Create custom queries and reports to express the impact of your services to your community.

eLearning Center

Our online learning center includes access to a searchable manual as well as training videos.

Online Donations

Use our built-in page designer to customize your online and mobile donation pages. This can greatly reduce data entry.

Online Event Registratiion

Use our built-in page designer to customize your online event registration page.

ePhilanthrAppeal

It does not have to be expensive, to be good.

Application Security
(SSL) Secure Socket Layer, applies to the entire application.

Multiple User Roles/Authentication
Secure Datacenter, UPS/Generator Backup, Firewall Protection, 24/7 System Monitoring
Integrated Credit Card/ACH processing PCI certified

Each User Has a Customizable Portal/Dashboard
Select from a large catalog of objects

Constituent Relation Management (CRM)
Easily enter any type of constituent
Multiple addresses (Google map links)
Link/Relate any constituent profiles
Establish contact relationships between any number of profiles. Use relationships to send personalized acknowledgments to several contacts within one company or household.
Track unlimited Affiliations/Notes/Children/Solicitations
Define/Assign unlimited segmentation codes
Link pdf documents to any constituent profile
And so much more...

Communication and Move Management
Unlimited communication records
Define any number of move management phases
Once click output reminders to local Outlook Calendar
Easily output communication lists for team cultivation
Online/Offline Mail Merge

Donation Management
Quick entry gift batching
Multiple pledge tracking with flexible payment scheduling
Matching gifts with matcher reporting
Easy to view giving details/history
Track memberships and send custom renewal letters
Easily enter gifts in-kind and soft credits
Integrated Credit Card/ACH processing PCI certified

Built-in Custom Query/Reporting Tool
Donation Ackowledgements
Customize thank you letters for print/email
Automatically send personalized email letters
Many customizable built-in reports included
Build your own customizable Ad Hoc queries and reports
Analyze your data to find trends for quick response
Export results to many formats (HTML,PDF,Excel,CSV,XML,Word)
Add charts, graphs, special summaries, gagues)
Optionaly have select reports emailed to key staff
Merge query results to pdf envelopes

Additional Features Included
Event Management
Volunteer Management
Planned Gift Information Tracking
System Alerts (e.g. notice by email to key staff of med/large donation recieved)
ePhilanthrAppeal Mobile (ePhilanthrAppeal from your iPhone or Smartphone) User portal (dashboard), search, constituent profiles, giving stats, notes, codes, and affiliations.

Program Tracking (Included with Ultimate Plan)
Program Management (A great way to track Board Meetings, Volunteer Meetings, Executive Committee Meetings, Club Attendance, Afterschool Programs, etc...)
Participants
Attendance
Progress Notes
Custom Program Reporting

Optional Features (fees may apply)
Online Donation
Donors select from any number of Appeals/Designations. Offer donors additional informatin selections. Include YouTube video to help tell your story. Easily send new donors and update existing donors to the ePhilanthrAppeal (CRM).
e-Ask Online Board Donation Pages
Empower your Board members with their own online donation appeal (pages). Board members customize a section of their own donation page, including an optional YouTube video. They login to their own profile where they write a custom thank you letter, name their appeal, and set a goal. They can then retrieve a custom URL to include in communication such as email to Family, Friends, Colleagues, and Others. The profile also includes a list of their donors for each of their appeals. Donation pages show goal, number of gifts received, total raised, a chart of progress, and a scrolling list of donors to the donation page. This is a very effective way to engage your Board and get them more directly involved.
Online Registration
Display multiple event descriptions (including images and links). Easily send new registrants directly to the ePhilanthrAppeal (CRM) event tracking.
Online Membership
Allow existing members to renew and the start of new members online.
Volunteer Opportunities
Display Volunteer Opportunities from your Website. Easily send new volunteers and update existing volunteers to the ePhilanthrAppeal (CRM)
Integration with Constant Contact
The leading provider of online email marketing and enewsletters. Easily add new cosntituents to existing email lists. Create new lists and view email campaign results directly from ePhilanthrAppeal. Create custom email, enewsletters, and surveys using your ePhilanthrAppeal/PhilanthrAppeal data. Special nonprofit pricing available. Video training available.
Integrated with DonorScope.com Wealth Reasearch
DonorScope™ is a prospect research platform that ensures nonprofits identify, research and are properly introduced to donors who give major gifts.
Integrated Shopping Cart
Works with any website, easy to use administration, and highly customizable
Integrated Credit Card/ACH processing PCI certified