Are you still managing your donor list in Excel?

Do you struggle to come up with a list of your key donors, lapsed donors, or a year to date recap of where and when your donations were made? Are your recurring donors still paying their pledged donations?

Let us help you by converting your donor list into a powerful database that answers all your burning questions with just the click of a mouse. Compass Strategies is proud to be a partner with Gift Works software, a donor management system that uses the power of “Smart Lists” to create reports that you want, with actionable information that will help you to:

  • Identify your key donors
  • Automate your donor acknowledgements and thank you letters
  • Track pledges, recurring donations and campaigns with ease

With Gift Works add on modules you can also manage your volunteers or fundraising events.
We can:
“Clean” your data and get it from your Excel spreadsheet into a Gift Works database with current year to date donations entered for you
Create your custom “Smart Lists” that will provide the data that you need for your organization
Set up a process to receive your ongoing donation information and update the database for accurate and current reporting on an on going basis.

If you would prefer to manage your database in-house, you can purchase Gift Works software through Compass Strategies . We also offer training to get you up to speed with the software quickly.

Contact us today to find out more and to schedule your free consultation and demo of the Gift Works software