Appendix B: How We Evaluated the Systems

As noted in Appendix A, Tech Impact has made some significant changes to the evaluation criteria in response to feedback from a variety of sources. The following criteria are categorized according to the frequency with which the functionality is found in systems of the type that are profiled in this report. Functionality in the “Standard” column can be found in most systems in today’s market. “Enhanced” functionality is not quite as universal, but is frequently seen. “Advanced” functionality is only occasionally available in these types of systems.   Standard Enhanced Advanced Donation Management       Gift Records ·      Quick/Bulk entry ·      Import gifts from spreadsheet ·      Fund/campaign/appeal tracking ·      Soft credits ·      Notes ·      Attach Document to Gift Record ·      Assign/Track Premiums ·      Seamless integration to matching services Pledges ·      Create Payment Schedule ·      Customize Payment Schedule ·      Prompt if open pledge ·      Add credit card to pledge ·      Auto-remind donor of upcoming pledge Recurring Gifts ·      Manually run report on expiring credit cards ·      Auto-process recurring payments ·      Automatically run report on expiring credit cards ·      Auto-update expiring credit cards Online Donations ·      Online donation forms ·      Online donations are automatically added to database ·      Allow donors to…