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Volunteer GIFTS

The Volunteer GIFTS Option can be added on to GIFTS to allow for the management of volunteer-related giving programs such as Dollars for Doers, Volunteer related grants, Volunteer Recognition, etc. This Option is specially designed for seamless integration with MicroEdge GIFTS and provides management with a complete picture of all giving programs.

The Volunteer GIFTS Option keeps track of program guidelines by automatically verifying each request against the appropriate guidelines and providing a recommendation. This Option will also produce desired correspondence and reports at the various stages of a request's handling, as well as manage the payment process.

Automated Verification

  • Automatically verifies request and donor information as well as recipient organization information against program guidelines
  • Eliminates erroneous payments by verifying limits and dollars spent, donor eligibility and recipient organization eligibility
  • Tracks incomplete gift request forms

Correspondence

  • Seamless interface to your Windows word-processor to generate automatic correspondence to organizations or employees 1
  • Direct e-mail and faxing capabilities to donors and recipient organizations 1
  • Produces vouchers, labels/envelopes, letters to donors/recipients, and check requests

Reporting

  • Provides statistical reporting tools to analyze giving programs and make guideline changes to accommodate budget requirements
  • Generates donor and recipient summary statements and reports
  • Provides complete history of donors and recipient organization

Feature Highlights

  • Eligibility requirements, match rates, ratios, and minimum/maximum amounts are easily defined and modified
  • Handles high volume of transactions
  • Batch processing of correspondence, approvals/declinations, and payments
  • Handles Exceptions, VIPs, and special cases
  • Override rules for special circumstances
  • Up-to-date donor and recipient eligibility information
  • Quickly access the giving history and limits for donors and recipient organizations

Requirements:

  • GIFTS
  • Essential GIFTS
  • Correspondence Option
  • Additional licenses purchased for GIFTS or Essential GIFTS are also applicable for this module.

1 Please refer to Compatibility Fact Sheet for specific versions supported.


Additional GIFTS Modules
Back to Additional Modules
Budget Module
Accounts Payable Module
Branch Security
Check Writer
Customizer
Document Manager
Matching GIFTS
Volunteer GIFTS


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