Whether you are a small organization raising financial support for a local cause or an international not-for-profit approaching millions of donors for their help in a worldwide mission, iMIS Fund Raising can make managing all your fundraising activities easy. iMIS Fund Raising provides your staff the capability to plan, manage, and analyze simultaneous campaigns, appeals and funds. Whether it is a single outright donation, a matching corporate gift or a memorial/tribute contribution, iMIS Fund Raising provides the flexibility to manage all types of gifts.

Benefits

Flexible and Easy to Use - with iMIS Fund Raising, you can get the best of both off-the-shelf and custom software. Among may other features, you can easily design an unlimited number of screens and fields to meet your organization’s needs. That's right, you can add fields to screens with your specific labels. No more having to switch between pre-defined screens to gather bits and pieces of information critical to you, it can be put on one simple screen if you wish! All customized screen information is available for output too. Standard and customized reports can include all your unique data and be easily generated from within iMIS Fund Raising.

Quality, Local Support - All iMIS products are sold and supported through a local channel of Authorized Resellers. As a result, you get a broader range of quality support services. Local training and support means less staff time away from the office and lower support costs due to the local presence for initial training, re-training, and assistance with special projects. In the end, you get faster response and personalized attention—and you save time and money!

Technically Advanced - iMIS Fund Raising is built with the latest proven technologies. With its 32-bit architecture and open database (ODBC compliance), you get unlimited scalability. Plus, you can use industry standard tools like Microsoft Word, Microsoft Excel, Microsoft Access, Crystal Report Writer, many popular accounting packages, and other third party products to perform needed tasks easily and efficiently. In addition, iMIS Fund Raising corrects addresses and updates with zip plus 4 on the fly within the iMIS system, giving you in-house control of your database. iMIS Fund Raising also integrates with advanced Web and Internet applications that allow you to integrate your Web site with your iMIS Fund Raising database. Thus, traveling staff or remote volunteers can look up or update information on a prospect or donor via the Internet’s World Wide Web.

Customizable Functionality - with iMIS Fund Raising, you can add rich features from the entire suite of the iMIS family of products. Additional modules are available, such as subscription fulfillment, referral management, product/premium processing, and even replication of database between multiple sites to provide a total business solution.

Features

With iMIS Fund Raising, you don’t have to buy a lot of additional modules to meet your specific needs. All of the following features are included in the Basic iMIS Fund Raising:

• Constituent Management

Prospect/Donor Database Management (Unlimited User Defined Screens & Fields)

• Harnessing the power and richness of the iMIS contact manager to record information about individuals and companies, iMIS Fund Raising goes beyond just name and address tracking. With the iMIS Customizer, you can develop user-defined screens for important demographic and biographic information, unlike other products that force you to conform to screens and data fields, which you may or may not need.

Contact Activity Management
Whether it is making an important telephone call for finalizing the information on a bequest gift or reminding staff of a meeting for an upcoming capital campaign, with the activity tickler, you will ensure all-important tasks are completed on time.

Volunteer Activity Tracking
Volunteerism is very important to not-for-profit organizations. You need to record the skills or interests of volunteers. iMIS Fund Raising can easily track the number of hours, specific volunteered assignments, and awards received for service.

Relationship Tracking
One-to-many and many-to-many relationships are important to track and view for many of your prospects and donors. iMIS Fund Raising will allow you and your staff to easily navigate through the many networking relationships of your prospects and donors, which in turn will enhance your ability to produce major gifts.

Summary Pledge, Gift, In-Kind & Asset Tracking
You can bring up a quick summary of a donor’s history: their past giving amounts, how long they have been giving, and other information. This gives you the valuable information you need when soliciting gifts. For example, you could send out your annual appeal letter asking for a specific percentage increase over last year’s giving.

Automatic Donor Club Management
iMIS Fund Raising allows you to design your specific donor club requirements and then will automatically update the donor’s record to the proper giving level achieved. This allows your staff to concentrate on getting donors to increase their giving levels.

Committee Management
The iMIS Fund Raising system provides the capability of tracking individuals serving in multiple board capacities, including features for committee meeting schedules and committee meeting minutes tracking.

User Defined Duplicate Checking Capabilities
You don’t have to worry about duplicates because you get automatic duplicate checking when a new record is added to the database or by running a global duplicate check against the database. By increasing the accuracy of your database, you can, for example, decrease the number of donors who receive multiple copies of a solicitation letter.

Memorial & Tribute Pledge/Gift Management
When processing memorial/tribute pledges/gifts, iMIS Fund Raising stores important additional information including who the gift was in memory/in tribute of and who the next-of-kin are. Thus, your staff can create very detailed thank-you letters to the donor and the next-of-kin, acknowledging the donor’s gift.

Postal Automation
iMIS Users can interactively correct addresses and update them with Zip Plus 4 within the iMIS Fund Raising System. You can also save money on your mailings by auto-sorting envelopes and labels as per US Postal Service regulations.

Campaign/Funds/Appeals Management

Pledge Processing (Multiple year, Irregular, Variable Installments)

It is important for your organization to record pledge installments specifically as the donor has requested. It is not unusual for major donors to make pledges to specific campaigns over many years, in variable installments such as monthly, quarterly, semi-annual, and sometimes amounts pledged vary. iMIS Fund Raising can meet all these needs.

Campaign, Appeal, Fund Tracking
Donors typically want to designate where and how their donations should be used. As a fundraiser, you track the campaign, appeal, and fund for pledges, cash gifts, and in-kind gifts. iMIS Fund Raising provides you with the capability.

Split Gift & Pledge Management
Fund raising organizations will often receive a single check from donors who request their money be distributed among multiple campaigns or causes. To fulfill the donor’s request, the iMIS Fund Raising software allows you to put in one check amount and allocate specific amounts across multiple funds.

Soft Credit Gift Management
When an individual makes a personal gift (hard credit) and authorizes a corporate gift to be made to the fund raising organization, iMIS Fund Raising can track the hard dollar credit   as well as the soft dollar credit for the individual and corporate records. Soft dollar credits may also be received for participants in events, such as walk-a-thons where the participant recruits sponsorships.

Requested Gift Activity Tracking
In larger organizations where you have multiple persons soliciting gifts, it is important to know the frequency and type of contacts made to donors across the organization so as not to over-solicit prospects/donors. iMIS Fund Raising provides the capability to manage the number and amount of solicitations made to your prospects/donors.

Events/Meetings Planning & Registration
Special events are a popular venue for soliciting contributions for your organization’s mission, golf outings, holiday galas, walk-a-thons, and special recognition dinners are common appeal events. iMIS Fund Raising uses the rich iMIS Meeting system to plan special events, generate tickets, name badges, track attendance, and more.

Solicitor Management
Solicitor Management is key to all fund raising organizations and iMIS Fund Raising provides these capabilities. Soliciting gifts for door-to-door campaigns, major gifts, planned gifts and a lead gift for capital campaigns requires the assignment of staff and volunteers to prospects/donors.

Events/Meetings Integration

If special events are a popular venue for soliciting contributions for your organization's cause then you'll love the iMIS Meeting/Events functionality. From the planning to registration, iMIS provides tight integration with your fund raising activities. Tracking attendance, producing name badges, producing event confirmations, and processing gifts becomes a single point of entry for your staff.

Reports

Standard Output (Management Reports, Forms, Merges) and Unlimited Ad-Hoc Output
iMIS Fund Raising provides numerous standard reports for printing, exporting, or on-screen viewing. Included are campaign, appeal, and fund activity reports (detail & summary), pledge reminders, thank you letter formats, analytical reports for comparing pledge and gift histories between time periods, appeal expense reports, donor club reports and many more. In addition, custom reports can easily be created with industry standard tools such as Microsoft Access or Seagate Crystal Reports and added to the iMIS Fund Raising system menu.

Matching Gift Management
Matching gifts are an important source of funds to many organizations. By assigning matching gift employer information to an individuals record, iMIS Fund Raising will allow you to produce reports alerting your staff of the potential contributions that will be lost if not followed up on.

Additional Standard Reports
Many additional standard report formats are available.

Recognition/Accounting Features

Special Donor Awards Activity Tracking
With the iMIS Fund Raising activity tracking system, you can keep track of how you recognize or award volunteers and donors.

Personalized Pledge/Gift Acknowledgement Letters
Personalization is key to getting contributions and iMIS Fund Raising is designed to assist you with this. You can then create personalized merge letters to include not only name and address information but also the date of the gift, amount of gift, and the fund description where the donation will be used.

Name Reference & Salutation Management
iMIS Fund Raising provides help to your staff in ensuring that personal solicitations and recognition goes to your prospect and donors in the most personalized manner.

Donor Receipt Management
When donors receive fair-market-value for their contribution, iMIS Fund Raising provides the capability to produce the proper tax-deductible receipts. This allows you to keep track of the actual amount of the donation for such things a ticket to a fund raising dinner, part of which applies to food and drink consumed and the balance as a donation.

Integration to Fund Accounting Software
iMIS Fund Raising provides full integration to various industry standard products, including, MIP, American Fundware, and Great Plains with fund accounting module.

You get numerous standard and customizable reports plus ad hoc reports that you can run from within iMIS Fund Raising. With iMIS Fund Raising, you can keep track of all expenses on your fund raising events, such as detailed expenses and costs per dollar raised.

You get all the tools you need to communicate with your donors, such as gift receipts and acknowledgement letters.