|
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.
| |
|