a plan. a partnership. a solution.

2Donor

the next level in fundraising software.

www.donor2.com

Donor2 is fundraising exclusiveWhen you begin with Donor2’s level of dedication to the activities of fundraising and a full comprehension of the strenuous requirements of successful development, you begin to understand that there is a tremendous difference in software products on the market today.

We know fundraisingThe individuals who have been involved in the evolution of Donor2 software havebackgrounds anchored in the non-profit sector. We understand the unique challengesthat you face every day. Our first-hand insights have allowed us to develop softwarethat truly delivers efficiency and accuracy in a powerful, yet competitive, solution.

Our software is comprehensiveCombining our solid understanding of development with powerful, browser-basedMicrosoft.net technology, we offer real solutions with Donor2 Fundraising andAccounting software.

We provide individualized solutionsOur approach brings focused talent and understanding to a relationship that allows our users to become deeply involved in the complete process. Through the organizationof a six-step plan of action and the development of a close partnership of sharedresponsibility, our approach yields an individualized solution that fits your unique needs.

Our partnership is ongoingAs part of our commitment, Donor2 has developed full protocols for softwareupgrades, consultation, support and continuing education to help those involved indevelopment, from director and executive levels, to data input and office management.In other words, our dedication doesn’t end after the sale is completed.

We consider the Client /Donor2 partnership to be a viable, ongoing commitment.

Our six-step Plan of Action takes you from your existing database to a fully implementedDonor2 System.

Step 1 PlanningWe analyze your existing data withyou and your staff and develop asystematic approach to conversion.At this time we also determine thecoding necessary to manage yourfuture fundraising program.

Step 2 Data ConversionWe convert your database usingthe information collected during theplanning process. Your data is cus-tomized and standardized at thistime. During the conversionprocess we address capitalizationand provide de-duping services.

Step 3 Initial TrainingWe train you and your staff in theuse of Donor2 at your site, remotelyor at the Donor2 Institute inCharlotte, NC.

Step 4 ImplementationAfter your system has been suc-cessfully installed, an analyst fromDonor2 who is familiar with yourplanning and conversion needs, will work with you to verify that youare fully utilizing all the capabilities of Donor2.

Step 5 Predictive SupportA nation-wide survey found thatfundraisers across the country ratedDonor2’s support the highest in theindustry – even among those whodidn’t use Donor2!

Step 6 Continuing ServicesAfter the successful implementationof your Donor2 system, we contin-ue to offer you a comprehensiveline of quality services to enhanceyour use of Donor2. These includea year-long schedule of classes andrefresher courses and an AnnualNational User’s Conference.

is powerful and comprehensive software designed specifically for the needs of fundraising

2Donor

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Donor2 keeps a complete record for each donor and prospect

Information is stored for each of your donors and prospects. Addresses, Family,Comments, Giving, Giving Summaries, Employment, Education, Relationships,User-Defined Fields, Campaigns, Multi-Constituencies, Mailing History, MultipleGreetings, Attachments of documents and more are all included. You‘ll stay organized and ahead of the game with Donor2.

Other additional features of our system include:

• A tickler system built into the donor’s record to remind you of future actions with the donor

• A complete, easily customized, Profile report accessible with one click

• A donor’s photo that can be stored in the donor’s record

• Comprehensive security that allows you to control access to each area at five different levels

• Search engine that allows you to search using an unlimited number of criteria combinations

• Complete Moves Management tracking

• Integration with Outlook for email, tasks and calendar

www.donor2.com

Auto-reminders for scheduled tasks, conversations and appointments.

Home page custom summary for any campaign,motive or fund that updates each time you visit the page.

Individual preference settings for donor summaryscreens, home pagesummary and thecolor schemes.

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Donor2 allows you to fully customize the way you view a donor’s screen

You may choose to organize fields any way you wish. With over 100 fieldsfrom which to choose, you can create the perfect donor summary screen tosuit your needs. Each person who uses Donor2 in your organization cancustomize this screen for his or her needs. Donor2 also includes a fully interactive mapping service provided by MapQuest.com to locate a donor’s residence or business address, and will even provide driving directions foryou as well.

www.donor2.com

An active hyperlinkto the email address of the donor.

The fully interactive mapping serviceprovided byMapQuest.com.

A comprehensive profile report neat and well organized.

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Donor2 helps make sense of your fundraising efforts

Complete and detailed analysis for decision makers helps you analyze your pastand plot your future. Summaries are available for various areas including Campaign,Motives and Funds.

• Campaigns track the large part of your fundraising program, such as annual giving and capital campaigns

• Motives help you track and manage each individual solicitation effort of your fundraising office, from direct mail letters to phonathons to special events, etc.

• Funds track the designation(s) your donors place on their donations and provide an easy and complete link to accounting systems

• Expenses can be assigned for cost analysis

• With Motives, direct mail efforts can be tracked and analyzed in an unlimited number of ways

• GL numbers can be assigned to a fund for the cash and pledge receivables (debit) and revenue (credit) accounts for all types of transactions

www.donor2.com

Summary informationincluding first, last andlargest gifts.

Detailed analysisincluding margin, ROI, program cost and averages.

Giving listwith option to show complete list of donors.

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Correspondence Management is one of our most powerful features

www.donor2.com

Efficiency, ease of use and personalization are consistent features throughoutDonor2 Mailings. Donor2 ushers your efforts into the 21st century, making it easyto communicate with your donors through email. Donor2 efficiently managesNotifications, Appeal Letters, Envelopes, Mailing Labels, Pledge Cards, PledgeReminders, Pledge Statements, Membership Cards, Membership RenewalNotices, Event Acknowledgments, Newsletters, Annual Reports, Year-End GivingStatements and much more.

Donor2 offers a complete line of additional modulesModules Include: Special Events, Volunteer, Membership, Prospect Research,Proposal Tracking, Planned Giving, Alumni, Postal Import/Export, ProgramRegistration, Scholarships, EFT/Credit Card, and on-line giving and registration.

Donor2 fully integrates with Microsoft Great Plains for Non-profits. Donor2 has capabilities for integration with other accounting systems, as well.

Donor2 boasts a gift entry interface that is both comprehensive and easy to useDonor2’s Gift Entry provides security and speed, while offering a comprehensivetool for gift receiving. Donor2 processes the following types of gift transactions:Cash Gifts, Pledges, Pledge Payments, In-Kind Gifts, Soft Credit, Stock and Other Securities, Honor/Memorials, Splits, Gifts to be Matched, Memberships,Events and more.

Donor2’s Batch Entryoffers you the speed,security and safeguards for your gift entry – no matter how high orlow your gift volume.Donor2 is also scanner-ready for interaction withthe batch entry feature,allowing you to automatethe gift entry processeven further.

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Donor2 comes with hundreds of reports.

www.donor2.com 7

Donor2System Requirements

2DonorSystems Support Services5550 77 Center Drive, Suite 160Charlotte, NC 28217-0734

800.548.6708www.donor2.com

Donor2 offers a browser-based software technology to power your fundraising needs and requires appro-priate server and workstation hardware to takeadvantage of its power. Please request our SystemsRequirement Document.

Donor2Since 1984, Systems Support Services has been providing software and support to non-profit organizations. Donor2 has become known for itsinnovative features such as on-line analysis, user-friendly and intuitive interface, a relational databasedesign with non-proprietary data structures, themost comprehensive honor/memorial system on the market, and much more.

Today, our dedicated staff has developed Donor2into the most comprehensive fundraising softwaretool by working with our clients and keeping abreastof technology to make sure that we meet ourclients’ changing needs. The Donor2 staff is committed to and active in the world of professionalfundraising. As a result of our familiarity with clientneeds and our industry knowledge, we continue to add innovative improvements to keep Donor2feature rich, yet easy to use. Simply put, our commitment to clients extends beyond the presentand well into the future.

Donor2 integrates with Microsoft Office productsincluding Outlook, Excel and Word.

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