Donor Management Software & Productivity Strategies                      
Toll Free: 1-877-489-9911

@EASE Software - Feature Overview

 Plan and Implement with EASE!

  • Well priced
  • Well designed
  • Exceptional service 

 
Donors, Prospects and Key Influencers
 
 
Know your key donors
Identify prospects
Record key influencers that support your charity.
Keep in touch!
 
 
Build and Maintain Relationships
 
Donor Recognition
 
 
Donor giving history, donor commitment over time
Donor involvement, board and committee members
Family members, relationships and achievements
 
 
Communications Tab
 
Track donor websites, social networking sites, letters, proposals, photographs, presentations and more, right from the donor’s master record. 
 
 
Direct Mail, Newsletters
Memoriams, In Honour of
 
Where you mailed and who responded.
Comparative statistics between campaigns and campaign years.
 
Track costs for a complete analysis.
 
Memoriam donations have an Anonymous option as well as the option to send or not send contact information on donors.
 
 
Special Events
 
 
Sponsors
Participants
Auction item donors … Bid Sheets
Auction item purchasers
Prize providers
Event revenue sales
Donations
 
 
 
Extracting Information has never been Easier.
 
 
 
 
Built in queries for reports and data extracts enable anyone to run a report or create an extract that is complete and accurate.
 
Queries are for techies … not fundraisers!
 
Q-Xpress window displays selections for global assigns, reporting, exporting and more.
 
 
PayNow Button
 
 
Using IATS from Ticketmaster, you can accept payments through @EASE. Mastercard, Visa and Amex can now be processed through the Receipt window.
 
 
Monthly Pledge Handling
 
 
Fixed length donations
On-going donations
Credit card, Direct Debit, Cheque, Gift in Kind and Employee Deductions
 
 
Foundation Gifts
 
 
Record all Grant requests, awards and declines. Report the status of all grants to your board, in seconds!
 
Foundation gifts to your organization
Foundation gifts from your organization
 
  • Giving Criteria
  • Proposal Times
  • Proposals in process
  • Proposals accepted and rejected
 
Lottery Ticket Sales
 
Unique ticket numbers & tickets sold and not sold reporting
 
 
Major Gift and Annual Gift Campaigns
 
Identify potential donors and put a plan in place
 
 
Planned Gifts
 
 
 
Insurance policies
 
Bequests
Endowment gifts
 
 
Capital Campaigns
 
 
Multiple levels to reflect campaign successes and roadblocks
Pledges, one time dollar gifts and gifts in kind.
 
Capital Campaign reports shows all activity, activity by dollar level or by audience. Best yet, you can run these reports anytime you want without and help.
 
 
Receipting
 
 
Charitable receipts
Non-charitable receipts
Yearly receipts for pledged gifts
Yearly receipts for your more forgetful donors … this is a special @EASE option.
 
 
eReceipts
 
 
 
 
Charitable one time donations
Yearly receipts
 
Import Utility
 
 
Importing new donors and donations or updating existing data has never been so easy.
 
Volunteer Management
 
Volunteer Recognition
 
 
Schedule volunteers for special events
Record volunteer hours for general activity
Volunteer recognition
Volunteer interests and skills
Volunteer credentials … like security checks
 
Presentations
 
 
Know where the E.D., Fund Development and Board Members have told your story … see the results
 
 
Moves Management
 
Effective and easy planning tools to help staff and volunteers manage critical activities.
 
 
Contact Management
&
Prospect Management with Dickens
 
 
Diarise meetings with key donors, schedule foundation gift requirements, note follow-up activities.
 
 
Ease KMS (Knowledge Management System)
 
Ease KMS is a folder management strategy to help our clients organize their computer tools like letters, forms and development decisions.
Direct link from the Ease icon feature bar.
Donor Communications link helps organize donor forms, pictures and letters. Direct link from the donor’s Communications tab.
 
 
EASE Courseware & Tutorials
 
We offer courseware in all areas of software use and computer skill courses like Merging with Word.
Step by step Tutorials are available by clicking the big pink @ sign found on the @EASE Menu Bar
 
 
EASE Toolkit
 
EASE Toolkit is a series of management forms and methods to help clients plan campaigns and events. 
 
 
Building a Knowledge Base
 
Loss of information coupled with staff changes can cripple the growth of a charity. @EASE can help prevent information loss, and provide a methodology for information management.