Donor Management
Is your Donor information scattered among Excel spreadsheets, Word documents, manilla folders, and maybe even a shoebox? If so, CoolFocus is the answer for you!
Donor File
The Donor File displays important donor information at a glance, including roles assigned by your organization, other organization affiliations, important skill sets, and an Attention Flag to immediately highlight special circumstances. An overview of contributions and correspondence is also provided.
– Roles Tracking
Assign specific descriptions or attributes to a type of donor, which allows you to filter your Donor List by these Roles for reports or for mailers/correspondence. Examples of Donor Roles are Baby Bottle Church, a Venue, or Banquet Table Host.
– Affiliation Tracking
Assign an affiliation to a donor, such as to a specific church, school, organization, business, or government agency for networking purposes, as well as for reporting and mailers/correspondence.
– Skills Tracking
Assign certain skill sets to a donor, such as being bi-lingual, fluent in sign language, has professional security training, or some type of medical training or certification, in order to provide you with resources that can be useful to your organization.
Advanced Search
Filters the Donor List with multiple criteria for easy and accurate reporting and to create customized mailing lists. Advanced Search Results can be used to filter reports to further refine reporting capabilities.
Donor List
Create your list using Advanced Search and then export to Excel, create Mailing Labels, Send Letters using Word’s Mail Merge feature, Email Giving Statements, or add a Correspondence to the listed Donors with one click!
CoolPay – Online Donation Processing
Fully Integrated into CoolFocus! Contributions and new donors are automatically added to your CoolFocus database, and contributions are passed seamlessly to QuickBooks Online or Desktop.
A Donate Now button on your Web site will directly connect your donors to CoolPay for added convenience.
Unlimited Customized Donation Forms
Manage multiple fund-raising opportunities and events with both one-time or recurring contribution options.
Donor Portal
Donors can easily manage their recurring contributions, update payment methods, and view contribution history.
