Nonprofit Fundraising Software

Donor, Member, Constituent, Contact Management for Nonprofit Fundraising

No matter what you call them, Donors, Constituents, Partners, Members, Prospects or People. You can collect, store, locate and manage your contact information in one place using Bernard.

Constituent Contact Information Stored:

A single database where you can store all of your organization contact information. You can store an unlimited number of records, an unlimited number of fields per record and customized user defined fields. A single record number is the way the database organizes the constituent and prospect contact information. The following is a list of the types of information you can collect:

  • First Middle Last Name
  • Salutation
  • Company
  • Spouse
  • Address with multiple address capability
  • Latitude Longitude GPS coordinates
  • Phone
  • Email
  • Website
  • Birth date
  • Wedding Date
  • Origin Source of your first contact with this person
  • Complete history of notes you have entered
  • Alert notification
  • Follow up date setting
  • Email reminders
  • Gender
  • Email preference
  • Password setting
  • Language preference
  • Spouse Birthday
  • Denomination
  • Political affiliation
  • Wealth Score
  • Record change history including when, data modified, changed by, old and new values
  • Customizable fields for your needs
  • Best mailing address for different times of the year
  • Customizable contact record screen
  • Joint and separate giving records for spouses
  • Tracking for relationships between records
  • Prospect tracking
  • Donor segmentation
  • Secured access to sensitive information
  • Duplicate record checking and correcting tools
  • Smart search so users do not have to key full names to find contacts

Data Maintenance and Cleaning for Fundraising

  • National Change of Address NCOA services
  • Phone number appending services
  • Extensive merge management to reduce records
  • CASS Certification services

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Fundraising Contact Management    Fundraising Contact 

 Fundraising Contact