• Manage all contacts, from prospects and friends to donors and volunteers — in one easy-to-use package.
• Classify your contacts into unlimited donor groups. Use these groups for analysis, reporting and targeted mailings. Groups could include board members, major prospects, volunteers and friends.
• Capture and use data about your contacts and donors, including how they found your organization, their relationships with your other contacts, membership and renewal information and more.
• Create your own custom donor fields.
• Track all interactions with your donors automatically.

• Create tasks to schedule follow-ups. Manage tasks assigned to team members.

GiftWorks Premium Features

• Use role-based security to define roles for users and the level of GiftWorks access permitted for each role.
• Increase flexibility with more than 50 custom fields that can be defined to your specifications for grant management, prospect tracking and more.
• Use seasonal address management to automatically change primary donor addresses on chosen dates.
• Bar-coding and bulk mailing features that will save you money on postage.

• Store donor contributions and pledges with a high level of detail. Specify donation amount, giving date, method of giving and more.
• Choose country-specific date, phone, currency formats.
• Manage campaigns and analyze their success with easy campaign setups and donation segmentation.

• Further analyze donation distribution with funds management.
• Track memorials and honoraria.
• Create and manage acknowledgments and receipts with ease.

• Run reports on your donor data or for each SmartList.
• Choose from bar graphs, line charts, list reports with totals and summaries.
• Run comprehensive standard reports, including contact reports, gift and pledge reports and statistical reports.

• Export any report to Excel.
• Produce reports by fiscal year or calendar year.

• Create targeted lists of donors and donations based on criteria you determine.
• Customize list views by choosing display fields and groupings. Print lists from your chosen view.
• Run powerful reports on the SmartLists you create.
• Send mail or email directly to your list or add to mailing lists.
• Track mailings for each recipient.

• Benefit from automatic, simple-to-run mail merge.
• Create and design unlimited letter templates for your mailings, and insert fields into letter templates for your mail merge.

Giftworks Premium Feature

• Save on mailing costs using bar-coding and bulk mail features.

• Import your data quickly and easily with GiftWorks built-in import wizard.
• Synchronize accounts and classes between GiftWorks and QuickBooks.

• Post transactions automatically to QuickBooks or import into other accounting packages.
• Export SmartLists to Excel with custom columns you choose.

• Volunteers: Manage volunteer jobs, track hours and assign managers.

• Events: Track participants, set budgets and integrate with SmartLists.

• Online Donations: Collect donations from your website via a custom donation page, and integrate online collections with GiftWorks for complete management of campaigns and appeals.

• Web Collect: Create simple forms, polls and surveys that collect data through your website or social networks and then integrate it into your GiftWorks database.
• Data Protect: Back up your data to ensure that you can recover it in the event of a fire, theft or other unforeseen disaster.

• SmartPlan: Subscribe for unlimited phone support and complimentary GiftWorks U classes, plus free upgrades (read more about SmartPlans here).
• GiftWorks U: Get affordable training on all aspects of GiftWorks.
• Data Import Services: Get help that ranges from phone support to on-site consulting.

• Video Tutorials: Refer to a whole library of support videos at your convenience, 24/7 on our YouTube channel.
• Exclusive Access to LinkedIn Customer Group: Join thousands of customers and experts who share valuable insights, tips and fundraising advice.