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ReadyRiter Fundraising – Client Management Features

 

ReadyRiter contains a database of existing donors, potential donors, sponsors, supporters, volunteers; together called "Clients" in ReadyRiter

 

Use it to support your supporters, keep them informed of your charity's progress, organise your fundraising, target your appeals, analyse your income, and thank your Donors

 

 

ENTER Client name, address, phone, fax, email address, web-site; enter categories and comments, connections and contacts. Build comprehensive donor profiles

 

CATEGORISE Clients by whatever makes sense to you - type of organisation (business, church, club, institute), location, involvement with your charity - whatever you need to operate effectively

                                               

COMMENT on Clients - eg moving house, family news, etc; follow-up reminders

 

CONNECT Clients to each other; connect husband and wife; connect to a business, church, club, institute or other charity

 

Log CONTACTS with Clients: ReadyRiter keeps a log of letters sent, and other contacts as required

 

RECORD RECEIPTS from Clients: keep track of donations, their sources and their purposes

 

SEARCH for Clients by name, organisation, postcode, category, or whatever

           

DE-DUPLICATE Client records: ensure duplicates are eliminated, to avoid aggravating Clients, and to manage your database efficiently

           

SOURCE Clients by recording where Clients heard about your charity

 

SELECT Clients to target the right people, and to improve response rates: eg donors who have (or have not) given recently, new contacts, special interest groups. ReadyRiter has advanced donor profiling methods ... and it keeps track of your selections

 

SEND letters or emails to Clients, using pre-set or free-form letters; or print labels

 

REPORT SUCCESSES using a range of marketing and management reports, as well as detailed day-to-day reports

 

ReadyRiter lends itself to different types of fundraising - mail-centred, event-based, telephone fundraising.  It can even be used by Charities who do no fundraising as such - use it as a sophisticated contact database

 

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Capstone Systems Ltd