Target donors based on geographic location, advanced demographic criteria, and giving, supporter, and voter history. After creating a precisely targeted universe, generate comprehensive customized call sheets and mailing materials. Targeting donors doesn’t end after the first calls are made and mailings sent. You need to track the outcomes and use those results to precisely target future events and communication.
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Sage puts a complete fundraising tool at your fingertips. You can track progress by identifying pledges, prospects, and donations. Associate donations with specific events, hosts, referrals, contact methods, and customized groups to track progress and success throughout your fundraising program. Record contact and continue to identify donors, raisers, and potential targets using custom codes. Then pull precise reports of your targets. Use these reports for continued targeting and to identify follow-ups such as thank you cards and candidate calls.
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Track financial disclosure information and create required reports on one convenient platform. Input donations, debts, liabilities, assets, expenditures, reimbursements, and credit cards with easy-to-use forms and then let ListManager perform the necessary calculations for your report. Review and preview your reports before printing and submission to the reporting agency.
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Using Sage ListManager, you may file your State and Federal (FEC) compliance reports. The appropriate FEC and State reports are pre-loaded so you can produce your finance reports directly from Sage and file them electronically. ListManager has the required forms and regulations programmed right into your database, helping you stay organized and avoid confusion. Sage provides fields for all information required by state and federal reporting regulations and notifies users when additional information is required. With ListManager, financial compliance is easy, organized, and straightforward.
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