www.arreva.com/software#ef

ExceedFurther by Arreva is a cloud-based, holistic donor relationship management and online fundraising system. A great deal has changed since the 2017 Consumers Guide, in which we profiled systems from Telosa Software, DonorCommunity, and MatchMaker FundRaising: DonorCommunity merged with Telosa to create Arreva, and the new entity acquired MatchMaker FundRaising as well as virtual auction management tool MaestroSoft. The result is a flexible, modular system that offers a great deal of functionality to a variety of nonprofits.

The core system provides robust donor relationship management and online fundraising capability. Contact records are built around households or organizations, and can contain as many people within those records as needed. While each household or organization has a primary record, which can be an individual or couple, you can track a variety of information and attributes about all of the individuals associated with the household or organization. You can set the mailing preferences (for email or postal mail) for a household, and when it comes time to generate acknowledgement emails and letters, the system will automatically generate each recipient’s preferred type of correspondence.

The system supports a wide variety of gift types, including a robust tribute function that allows you to split tribute gifts and notify as many people as you wish about a gift. You can customize all data entry screens, create a virtually unlimited number of custom fields, remove fields, and move fields around to display in any order you wish. You also have the ability to create an unlimited number of online donation pages—online donations are automatically matched to existing records and are held in a staging area for approval and processing. Text-based giving is enabled via an integration with Arreva’s Text2Fund software.

Arreva provides its own payment processing solution, but also works with a variety of third-party solutions, including Stripe, IATS, Intellipay, and Authorize.net. You can generate a variety of queries using the system’s Quick Lists and apply filters, sort, export, and perform bulk actions on the results. The software includes numerous pre-built reports that you can customize. While you can save reports to favorites, you are not able to schedule them to run in the future.

Add-on modules that extend functionality include Peer-to-Peer Fundraising, Membership, Campaign (donor cultivation), Events, Volunteers, Grants, and Guests (hospitality management). The core software and each module have their own dashboards with widgets that users can customize and re-arrange. The platform includes pre-built integrations with both QuickBooks Online and Desktop, and you can also export transactions to a variety of other accounting systems. You can send broadcast emails via integrations with MailChimp, Vertical Response, or Constant Contact, and while you can view email campaign results within the system, you need to click a button to add interactions for sent emails to constituent records.

Pricing for the system is based on the number of household/organization records in your database and begins at $1,548 per year for a “Lite” version of the core software. An organization with 1,000 constituents can expect to pay $1,548 per year for the core system, while an organization with 20,000 constituents can expect to pay $12,600 per year. Add-on modules range from $420 to $900 per year.