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What’s New in Sage Fundraising 50 - C-NPS13
Jamy Squillace
Jill Steward
Session Objectives
• Discuss Sage strategic direction
• Explain new licensing options for Sage Fundraising 50 and connected products and services
• Show users what is coming in the next version of Sage Fundraising 50
• Review what will be coming in future versions
Sage Strategic DirectionSage Strategic Direction
Providing an Extraordinary Customer Experience
New Offerings
• Sage Grant Management
• Sage Fund Raising Online
• Sage eMarketing
• Sage Online Non-profit Suite
Sage Grant Management Organization, program, contact, and grant tracking Scoreboards
with business intelligence indicators and data drilling
Performance and success measurements, plus easy-to use reporting
Collaboration tools with project management and document-sharing capabilities
Integrated contact tracking and follow-up reminders
Task-driven user interface with customizable options
Financial- and item-based budgeting
Seamless integration to Sage Fund Accounting and Sage Fundraising 50. Millennium integration coming soon!
Sage Fundraising Online
Sage Fundraising Online
Sage Fundraising Online
For additional details on Sage Fundraising Online, please attend:
Getting Onboard With Sage Fundraising Online - C-NPS46
Wednesday, 10:15 – 11:45 am (the following session)
Sage e-Marketing
• Blast e-mail
• Create surveys
• Maintain mailing lists
• Track open rates
• Drip marketing
Sage e-Marketing
Sage e-Marketing
For additional details on Sage e-Marketing, please attend:
Sage E-marketing Integration Focus Group - C-NPS10
Wednesday, 2:45 – 3:45 pm
Sage Nonprofit Suite
• Options for bundle of products:– Sage Fundraising 50
– Sage Fund Accounting
– Sage Fundraising Online
– Sage Grant Management
• Hosted
• Single and multi user license available
Sage Online Nonprofit Suite Home Page
All named users can log into Sage Online Solutions Portal
Sage Fund Accounting
Sage Fundraising 50(or Sage Millennium)
Sage Grant Management
Sage Fundraising OnlineOnce on the home page, users can select any application they wish to launch
Connected Services
Sage E-marketing Aatrix SPS SmartSheet
Customer can still set security restrictions for named users specific to each application
[FUTURE] Dashboards and Common ReportingIn the future, we would also provide dashboard and common reporting tools for the entire suite
Customers can launch Connected Services they own, or click on links for purchasing information
Sage Fundraising 50 9.0 – User Enhancements
• New Look
• Report Customization
• New Standard Reports
• Product Enhancement Program
A New Look for FR50 – Home Page
A New Look for FR50 – Constituent View
A New Look for FR50 – Notecard
A New Look for FR50 – Reports
A New Look for FR50 – Query
A New Look for FR50 – Tickler
A New Look for FR50 – Events
A New Look for FR50 – Quick Gift
Customizable Reports
• New Custom Fields tab has selectable fields that can be added
• Up to four fields can be added to the report
• Customization added to the following reports:– Constituent List by Attribute
– Donor List
– Donor List by Attribute
– Activity List
– Activity List by Section/Row
– Activity List by table
Customizable Reports
Customizable Reports
• Fields can be added in a box under existing information on a row
• Fields can also be added in a new column
Customizable Reports
Box
Column
Customizable Reports
Choice of name type on donor statement
•Allows for the user to specify which name type should appear on the Donor Statement
•A type can be chosen that may not exist for all constituents, for example:
The type of Formal is chosen, but some of the selected constituents do not have a Formal name
For those constituents without a Formal name
Customizable Reports
Customizable Reports
Additional information can be added to the Cross Reference report
Fields from the Basic Card can be added to both sides of the relationship on the report
Customizable Reports
Customizable Reports
New Standard Reports
Upgrade Downgrade in Annual Donors
Has the ability to compare the quantity of donations made from the past year to the current year, reflecting increase or decrease in the number of donors.
Customizable Reports
The transaction type and Fiscal Year or YTD are chosen by the user
New Standard Report
New Standard Report
Long Term Value of Donors Acquired
Produces a five year summary of giving trends for a selected group of newly acquired donors.
Includes yearly renewal statistics on total number of gifts, total amount given, average amount given, average number of gifts per donor, percent of original donors responding, percent of donors giving multiple gift, percent never giving a second gift, yearly renewal performance and the long term dollar value of acquired donors.
New Standard Report
Listening to you … Product Enhancement Program (PEP)
Additional Learning Opportunities
• For information about additional learning opportunities visit www.sageu.com (Sage University).
• Training options include:
– Anytime Learning—Recorded online training sessions.
– Realtime Learning—Live, online learning.
– Replay Learning—Recordings of live classes.
Your Feedback is Important to Us!
• Please visit a Sage Summit Survey kiosks to complete the evaluation form for this session.
• Remember each completed survey form is another entry for one of three iPad drawings.
• Your feedback helps us improve future sessions and presentation techniques.
• Please include your session code on the evaluation form: <Presenter enters session code here>
Contact Us
• Jamy Squillace– Product Manager, Sage Fundraising 50 and Sage Fundraising Online – jamy <dot> squillace <at> sage <dot>com
• Jill Steward– Product Manager, Sage Millennium – jill<dot>steward <at> sage <dot>com
• Thank you for your participation!
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