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.