www.trailblz.com
Trail Blazer Non-Profit Manager is an affordable donor management tool that combines basic fundraising functionality with solid reporting and good event management features. Constituent records allow users to track multiple phone numbers and mailing addresses and up to two email addresses. You can track households and organizations in the system as well as individual constituents. Users can also categorize constituent records with an unlimited number of attributes, and different users can select which attributes they see and use. Log notes allow you to track a variety of interactions in the system, including volunteer hours, and you can create reports based on log note types.
The system supports a variety of gift types, including pledges, tribute gifts, and in-kind gifts. Users can set up a variety of web forms and collect online donations and event registrations and even add a donation form to their organization’s Facebook page. The system integrates with four payment processing systems: Authorize.net, PayPal, Vanco Payment Solutions, and Anedot. Some of the payment processors allow you to set up recurring donations, accept payments on mobile devices, and collect text-to-give transactions. The vendor also provides a mobile app for Apple and Android devices that allows you to view and update contact records and log notes.
The system provides a variety of templates that you can update and use for letters and emails. While there is not a drag-and-drop editor like in some other systems, the vendor will help customers create new templates. Letters can include a number of merge fields, but there are some limitations on the number and type of custom fields that can be used. Once you generate a batch of letters, you can click a button at the bottom of the screen to mark the letters as “sent” on constituent records. An array of standard reports are available, and frequently-used reports can be marked as favorites.
The system allows you to preview the report and easily change the sort order or hide columns you don’t want to include. You can save different views of data in the system and each user can set their own default view for queries. In addition to managing donors, the system includes modules for events (including ticket sales with reserved seating) and canvassing. The software is installed on each user’s computer, with the database hosted in the cloud.
Trail Blazer Non-Profit Manager is priced based on constituent record count and allows for unlimited users. Pricing starts at $600 per year for up to 500 contacts. A nonprofit with 1,000 contacts could expect to pay $1,200 per year, while one with 20,000 contacts could expect to pay $3,360 per year. One-time set up fees for new clients range from $295 to $495.