Fund Raising changes
This release features a comprehensive overhaul of many frequently-used areas of iMIS Fund Raising including:
- The Fund Raising history tab in Customer Portfolio now offers one-click access to comprehensive donor information, and to frequently-used features such as the Enter and edit gifts window and the Fundraising Profile report.
- You can tailor your use of the Fund Raising module by selecting whether the following donation types are included in the Customer Portfolio Fund Raising history tab and the Fund Raising Gift Portfolio:
- Soft Credits
- Matching Gifts
- In Kind
- Only Include Paid Portion of Pledge in Total Value
- You can hold events that include both fund raising and non-fund raising functions and you can designate Fund, Appeal, Campaign, and Fair Market Value on a function-by-function basis.
- You can now process a portion of a Dues payment as a donation.
- To provide more flexibility, you can now use the Activity Importer to import Request type activities and to designate Distribution, Recurring Request, Status, and Install Dates for the requests.
- You can now enter a free text Memorial/Tribute name or message; the honoree no longer has to exist in the database.
- The Fund Raising Executive Summaries now include filtering options to enable you to drill down to more detailed information.
- Thirty-one new Fund Raising reports help you track and analyze Fund Raising efforts and many existing Fund Raising reports have been enhanced to include new information provided by module enhancements.