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Money In
Money In is a powerful solution that every fundraiser dreams
of to manage fund mobilization. Whether you are involved in raising grants,
donations, or investments, Money In helps you track and manage all your
money in transactions. Money In clearly separates donors from investors by
offering a completely different set of options for each individual or each
transaction.
Next action and prospect tracking features allow you to
effectively administer fund mobilization. You can also record and track
telephone logs, communication memos and notes for each individual donor or
investor. Money In is powered with a sophisticated financial engine that not
only performs complex financial calculations but also manages information
such as principle, category, renewal date, status date, maturity date,
interest rate, investment type, tax ID, pay schedules and methods, program
areas, gift type, and more.
With Money In
you can...
> Maintain all contact information
along with relationship details
> Record and track all technical
information on donations and investments
> Use next action and prospect
tracking to improve fund mobilization activities
> Automatically generate your
standard forms (agreements, notices, etc.)
> Generate powerful summary reports
with flexible filtering options
> Generate reports on all money-in
related activities
Screenshots
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Donations main screen
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Adding a donation
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Investments main screen
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Investments detail screen
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Prospect tracking main screen
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New prospect screen
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