Features

Address Management

Manage multiple addresses for any contact in your database.

Contacts & Households

Track the relationships and affiliations of contacts with direct linking.

Batch Letters

Ditch the single form letter approach. With batch codes you can manage any number of acknowledgement letters for any type of donation or gift.

Board Email Notifications

Alert board or staff members with an email when a key donor makes a donation so that they can be thanked without delay.

Contact Records

Track almost any type of data you would like for each person in your database and view it all on the contact’s record.

Custom User Defined Fields

Add almost an unlimited amount of user defined field in any table of your database. Customize your database exactly how you want to.

Dashboard Apps

Customize your dashboard with apps to streamline your donor management tasks.

Data Conversion

We specialize in quality data conversion with a quick turnaround. Not to mention, there’s no extra charge for most organizations.

DataMiner Platinum

This robust query tool can help you get any data out of your system. Use it for simple filtering or complex logic queries.

Donation Records

Manage all of your donations in one place. See full donation history in a glance and use user defined fields to help categorize donations.

DonorSnap Mobile App

Access your DonorSnap records from your iPhone® or iPad® any time you need it.

Email Acknowledgement Letters

Automate and email your thank you letters or receipts all from within DonorSnap.

Email Contribution Statements

Send all of your contribution statements attached to a customized email in one click.

Email Integration

Send mass emails to your whole list or any part of it in a flash using our direct integration with Constant Contact!

Event Registrations

Create custom online forms to help you manage event registrations.

Excel Import

Import your data on a mass basis from a spreadsheet. Import contacts, donations, and more in a flash!

Goals

Create custom goals to track fundraising, volunteer, and event activity.

Grid Sorting and Filterting

The standard grid interface has been implemented in almost all areas of the database. Sort, filter, and find exactly the information you want.

In-Kind Donations

Collect non-cash donations? Track donations of goods and services as well as cash

Interaction Tracking

Keep track of interactions specific to your organization. Manage event attendance, invitations sent, site visits, and more.

Keep&Share Calendar Integration

Display and edit your Keep&Share calendars on your dashboard.

Labels

Generate mailing labels fast and easily using the built in tool.

Linked Fields

Link user defined fields on activity records to automatically update a field on the main contact page. It’s perfect for generating membership dates.

Mail Merge Letters

Print personalized letters and labels to thank donors, send an update letter, and much more.

Mass Email Campaigns

Send a mass email to your entire database or a specific email list directly from DonorSnap.

Membership Management

Keep track of membership level, dates, and pull reports to see which members should be notified of an expiring term.

Merge Duplicates

Find and merge duplicate contacts to keep your data clean and your expenses down.

Moves Management

Set up your own system to track your prospecting and donor cultivation so that you can efficiently fundraise.

Multiple Name Household

Personalize communication to households with multiple last names.

Notes System

Write freeform notes to help you know exactly where your relationship stands.

Online Donations

Collect donations online by creating your own custom forms that integrate with your database.

Online Forms

Create additional forms for any number of uses such as change of address, volunteer sign ups, email subscriptions, and more.

Organization Contact

Create additional forms for any number of uses such as change of address, volunteer sign ups, email subscriptions, and more.

Persona

Manage multiple people in one company or household and track individual interests, volunteer activity, donation activity, and more.

Pledge Tracking

Track pledges accurately with reporting, ability to write off a balance, and applying donations to a pledge seamlessly.

Quick Search

Quickly search through your entire database with a single search box.

QuickBooks Integration

Automatically transfer your donations to QuickBooks without duplicate data entry.

Recurring Donations

Schedule recurring donations on a monthly, quarterly, or annual basis from a single form.

Screen Layout Customization

Customize each table grid and data entry page for each user individually or set site defaults.

Soft Credits

Track any gifts, even when you need both a hard credit and a soft credit.

Standard Reporting

Pick from many canned reports to help you quickly run standard reports.

Tickler Reminder System

Set up calendar reminders and email notifications to help with prospecting, due dates, and other important tasks.

Volunteer Tracking

Track volunteer hours, activities, and interests even when they are donors as well.

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