Features

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All Features

  • Address Management

    Address Management

    Manage multiple addresses for any contact in your database.

  • Affiliations and Relationships

    Affiliations and Relationships

    Track the relationships and affiliations of contacts with direct linking.

  • Backups and Security

    Backups and Security

    Redundant backups, multiple data storage locations, and secure hosting keep your data safe.

  • Batch Acknowledgements

    Batch Acknowledgements

    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

    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

    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.

  • Cross-System Compatibility

    Cross-System Compatibility

    Mac OS® and PC's? No problem! You can access your donor database from any computer connected to the internet.

  • Custom User Defined Fields

    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

    Dashboard Apps

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

  • Data Conversion

    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

    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

    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

    DonorSnap Mobile App

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

  • Email Acknowledgement Letters

    Email Acknowledgement Letters

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

  • Email Contribution Statements

    Email Contribution Statements

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

  • Email Integration

    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

    Event Registrations

    Create custom online forms to help you manage event registrations.

  • Excel Import

    Excel Import

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

  • Goals

    Goals

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

  • Grid Sorting and Filtering

    Grid Sorting and Filtering

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

  • Help and Video Library

    Help and Video Library

    Stuck with something specific? Browse the help site, look through a few help videos, or watch an in-depth recorded training on-demand.

  • Initial Training

    Initial Training

    After your data has been loaded you'll receive a private training for your organization that will get your team up and running right away.

  • In-Kind Donations

    In-Kind Donations

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

  • Interaction Tracking

    Interaction Tracking

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

  • Keep&Share Calendar Integration

    Keep&Share Calendar Integration

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

  • Labels

    Labels

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

  • Linked Fields

    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

    Mail Merge Letters

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

  • Membership Management

    Membership Management

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

  • Merge Duplicates

    Merge Duplicates

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

  • Moves Management

    Moves Management

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

  • Multiple Name Household

    Multiple Name Household

    Personalize communication to households with multiple last names.

  • Nonprofit Accounting Software Cooperation

    Nonprofit Accounting Software Cooperation

    Reconcile all donations with any accounting software in a flash. Never do duplicate entry again.

  • Notes System

    Notes System

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

  • Online Donations

    Online Donations

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

  • Online Forms

    Online Forms

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

  • Organization Contact

    Organization Contact

    Assign contacts to specific staff members and use it to limit the visible records to only that user's contacts.

  • Persona

    Persona

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

  • Pledge Tracking

    Pledge Tracking

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

  • Quick Search

    Quick Search

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

  • QuickBooks Integration

    QuickBooks Integration

    Automatically transfer your donations to QuickBooks without duplicate data entry.

  • Recurring Donations

    Recurring Donations

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

  • Screen Layout Customization

    Screen Layout Customization

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

  • Soft Credits

    Soft Credits

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

  • Standard Reporting

    Standard Reporting

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

  • Tickler Reminder System

    Tickler Reminder System

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

  • Unlimited Users

    Unlimited Users

    Create user accounts for staff, volunteers, and anyone who needs full or partial access to your data.

  • User Access Rights

    User Access Rights

    Limit the access of specific users to certain areas or fields and customize their screen layouts.

  • Volunteer Tracking

    Volunteer Tracking

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