Donation Tracking

Get the development office integrated with the finance office! Among other things, this third-party module manages donor tracking such as pledges, memorials, tributes and volunteer activity. Create professional letters and statements through mail merges with popular software packages!

Integrates with General Ledger and Client Information Modules

General Ledger provides the accounts, subaccounts, and cost centers. Client Information supplies the client list to record donations linked to specific clients. All financial data transfers to the General Ledger module.

Donor Demographic, Geographic And Contact Information

This module records complete contact information for individuals and corporations. The data includes:

  • Name
  • Address 1 and 2
  • City, state, zip code
  • Seasonal address with effective dates
  • Active/inactive status
  • Newsletter flag
  • Spouse information
  • User-defined class of donor
  • Gift and pledge recording
  • User-defined flags
  • Correspondence record
  • Links to clients and other donors
  • Letter/envelope salutations and headers
  • Planned gifts
  • Volunteer skills, hours, and dates
  • Unlimited user notes
  • Custom fields for endless data tracking

Activity Tracking

Detail your donors’ gifts, pledges, memorials, tributes and volunteer hours. Document pledges to forecast donations and send pledge reminders. Volunteer information includes skills, hours and assignment dates.

Donor Flagging

Designate donors with multiple user-defined flags. This feature organizes your donors by the criteria set by your development office. Some examples of flags include board members, fundraising event buyers, golf outing sponsors/participants, client parents, or anything you wish. All flags are searchable and reportable to aid in generating direct mail, fax, email and other lists.

Custom Categories

Unlimited user-defined custom categories give you the ability to document unlimited custom data and reports following your department’s criteria.

Professional Correspondence

Donation Tracking integrates with the industry’s most powerful and popular third-party software packages. Coupling the data contained inside ProviderPro with your existing document creation software, users can create professional acknowledgements, labels, statements, letters and more. All information stored within Donation Tracking is easily exported for use in other software programs.

Other Features

  • Unlimited donors, pledges, memorials, tributes and volunteer hours
  • Unlimited letters, statements and acknowledgements
  • Integration with General Ledger to record financial transactions