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Fundraising with Total Info

 

 

 

Raise more money, grow your donor base and better understand donor relationships with Easy-Ware’s fundraising tools. Looking for a better solution? Total Info goes beyond basic fundraising needs to help you reach and exceed your budgeted goals efficiently and effectively.

Know your constituents and their involvement

Track all personal and family information about your donors, record their complete giving and involvement history and understand how they relate to your organization and each other.

Easy-Ware’s unique family-data model allows you to record separate information about each family member, including children. Unlimited custom fields allow you to track all that is important to your organization and your supporters.

It all starts with Easy-Ware’s comprehensive and thorough data conversion process. We make sure that all of your data is converted, no matter how complicated, without duplicates and with no data loss.

Not only can you easily see a person’s history and involvement, but Total Info’s integration with the WealthEngine’s complete wealth prospecting tools (optional feature) also allows you to see what they are capable of giving.

Easily get the lists and reports you need

The key to successful fundraising is knowing who to ask, when to ask and how much to ask them for. Total Info has a variety of tools to give you insight into who gave when, how frequently they gave and, most importantly, what was given by either adult in the family so that no gifts are overlooked when asking for new donations or thanking donors.

Total Info offers a unique combination of built-in reports and graphs coupled with a powerful, custom report writer for unlimited data analyses, mailing lists and labels, letters and invoices. Quickly produce mail-merge thank you and solicitation (LYBUNT, SYBUNT and more) letters using Total Info’s built-in word processor, and easily generate targeted mailing lists and labels or envelopes for your appeals – no matter how complex your requirements might be.

We understand that your definition of “giving” can vary depending on circumstance, time of year or reporting needs. Total Info allows you to define giving however you need to, whenever you need to.

Running your business has never been easier. Report on all financial activity for easy accounting of your fundraising efforts, know who owes you money and project cash-flows. Report on activity from any period, program or initiative; generate invoices for transactions and analyze projected versus actual income.

Institutionalize Knowledge

Imagine every person in your organization having access to the same information. Stop using unproductive and possibly out-of-date spreadsheets. Get critical donor information out of staff and board members’ heads and into a shared database. Total Info allows you to track unlimited categories, notes and interactions. For organizations with 3 or more users, Easy-Ware offers an unlimited user license package.

Each and every data point is also date, time and user ‘stamped’ so that you know when it was created and when it was last modified and by whom. Total Info also allows you to create custom privilege levels which allow you prevent unwanted access or changes to your data.

Maximize Income from Events and Auctions

Events are the fastest way to raise the most money, and with Total Info, managing event income is simplified and complete for every type of fundraising event, including galas, auctions, golf outings and small walk-a-thons.

Total Info tracks all types of event income: ticket and table sales, sponsorships, auctions, paddle raises, ad and product sales and raffle tickets. Online event registrations, with optional donation, can accelerate your ticket sales, getting you closer to your goals ahead of the event.

Live and silent auctions are no longer your biggest nightmare. Our system allows you to assign bid numbers that are used throughout the evening, allowing quick data entry and effortless check out for attendees with balances due at the end of the event.

Event income reports allow you to constantly evaluate results against your event goals and instantly know how much income you’ve taken in as soon as the auction closes.

Spend less time updating multiple spreadsheets and generating complicated thank you letters and more time identifying prospects, selling tables and reaching out to high-level donors and sponsors.

Stay on Top of Grants

Grant funding is a vital part of non-profit sustainability, and most organizations submit numerous applications per year, each with diverse requirements and multiple deadlines. Total Info allows you to manage all grant activity, from applications and site visits to funding acknowledgement and final reporting.

Set reminders for each step in the process to make sure you never miss an application or reporting deadline. Stay organized and on target by managing your grant schedule in Total Info’s comprehensive calendar.

Search your complete application history by initiative, grant maker, amount or outcome. Keep track of contacts with funders and maintain an electronic document library, making information more accessible to your grant writers.

Total Info’s grant reports make it easy to share expected foundation and corporate income, upcoming deadlines and projected cash flows with board members.

For additional information about fundraising features please visit www.easy-ware.com/fundraising.

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