What’s New in Sage Fundraising 50 Sage Summit 2011

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



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



• Fields can be added in a box under existing information on a row

• Fields can also be added in a new column


Box

Column


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



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



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.


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!

Technology

What’s New in Sage Fundraising 50 Sage Summit 2011