Non-Profit / Charity

Membership / Donor Management

• Store standard and customized information for all contact records
• Manage your organization's relationships with individuals, businesses and groups
• Incorporate pictures for reports such as membership directories and newsletters
• Alert staff of lapsed or approaching renewal dates
• Print membership cards, renewal notices, membership lists, directories, and attendance reports
• Generate reminder to send birthday greetings to your top donors
• Track renewals, upgrades, downgrades, lapsed and dropped members
• Create donor levels based upon amount of gift
• Automatically assign and update each donor to the appropriate level with each donation
• Process and track dues, fines and membership requirements
• Establish billing time as anniversary, annual, or both
• Produce all necessary billing documentation, including dues notices, reminders, thank you letters and transaction lists
• Track member activities, such as committee participation, meetings attended or payments

• Create numerous fields and windows to track demographic information, formatted to your specifications

• Lists on-screen, individuals or organizations associated with a particular member
• Provides unlimited capacity to record interests of individuals
• Identify quickly who-knows-who among your organization’s contacts

• Organize members into subgroups based on committee or board participation
• Track offices held (past, present and future), length of term and all corresponding notes

• View complete employment history and educational background for staff and volunteers
• Organize and manage your volunteer and staff solicitors. Create teams and hierarchies with individual and group goals
• Create donor profiles for your volunteer solicitors to make their solicitation more effective
• Track volunteer availability, qualifications and interests, match volunteers to job assignments, print out schedules and record hours worked
• Keep track of volunteer award dates, past and future

Fundraising Events

P3FundRaising Software is designed to provide users with the opportunity to create and implement a comprehensive system for managing the FundRaising functions within their organizations.

Tracks multiple revenue sources such as; sales, sponsorship, participation, donations, auctions, and numerous types of activities. The system also helps you manage volunteers along with event volunteer assignments, allowing you to track who worked the last event, at what station, and instantly contact them with a Mail Merge feature to help in similar events.

• Manage Donor / Vendor information, such as; address, contact and donation history
• Specify whether vendor is local business or corporate, along with date and material requirements for donation
• Prepare comprehensive history and donation analysis to streamline future event solicitation

• Tailor the system to specific types of events, for example; silent & live auctions, bucket auctions, raffles, game or special events
• Streamlined item donation entry with multiple tiers or groupings (travel, restaurant, sporting events, etc.) to allow detailed reporting and analysis
• Maintain comprehensive vendor and participant information
• Track and compare retail values with amount actually received for each items donated
• Track overall event expenses and revenues generated

• Auction forms, name tags, seating arrangements, and prize descriptions
• Event program including donor acknowledgements

• Print company solicitation sheets with past donation history
• Print revenue & expense for entire event or by item grouping
• Generate Thank You letters and donation receipts
• Incorporate pictures from event to include in event scrapbook or newsletter

Gift / Pledge Management

• Record and track information for gifts and pledges
• Target your solicitations and maximize the rate and level of your response
• Send customized acknowledgement notices and issue reminders or thank you notices at gift/pledge entry
• Track all tribute gifts made and facilitates properly acknowledging the donor and honoree
• Manage campaigns and appeals
• Calculate the cost-per-dollar raised and the net income of a particular solicitation
• Define distribution of gifts/pledges between funds, campaigns, and appeals
• Manage and automatically calculate scheduled payments of pledges or donations
• Prepare for phonathons by printing customized phonathon forms

• Enter and track request activities, such as calls, letters, and other communication that result in an agreement or promise to make a gift or pledge
• Print mailing labels, envelopes, pledge reminders, gift receipts and acknowledgments
• Prepare for the Board of Trustees meeting by producing campaign progress reports, comparative reports, performance analyses for both appeals and solicitors, and up-to-the-minute cash reports and pledge reports

• Enter, edit, and cancel orders
• Track order status
• Manage backorders
• Provide flexible pricing and customer discounts
• Handle additional miscellaneous charges such as freight, handling, and shipping
• Automatically calculate sales tax when applicable
• Process partial or full prepayment information for cash, checks, and credit cards
• Specify order types to control the flow of orders through the P3Product Sales Software

• Optionally generate and track backorders when insufficient stock allows only partial shipment or no shipment
• Automatically release backorders when shipments arrive, or release backorders manually
• Monitor inventory levels
• Conduct inventory inquiries
• Receiving functions and inventory adjustments and reporting
• Inventory costing and valuations using weighted average or standard cost

• Create individual customer activity records are created for each detailed line item to facilitate future system reporting and analysis

• Daily order details and summary of income and number of orders for the day's activities
• Summary and detail of all open orders in the system
• Report of all orders and products
• Inventory reorder reports