Touchstone CharityPoint for Fundraisers
Key Product Features
Demographics
Demographic profiling allows you to
truly understand all the constituents who engage with your
organisation. Organisations and employees, as well as individuals,
are classified to meet your own requirements enabling accurate
segmentation and efficient data management. Personal and
professional relationships are also maintained, resulting in a
comprehensive view of each constituent in the system.
Fundraising
Touchstone
CharityPoint supports the management and operation of complex
fundraising campaigns and appeals over extended periods of time,
each containing multiple solicitations and activities. Constituents
may be segmented simply using detailed criteria allowing for
accurate targeting of appeal messaging. Responses to solicitations
are automatically recorded and related directly back to the
campaign for management reporting.
Income Management
Touchstone CharityPoint has been
developed to accommodate the wide variety of sources and payment
methods from which charities derive their income. This includes
legacies, tributes and memorials with payment methods such as
direct debit, credit card, payroll giving and donations processed
through giving agencies such as CAF and Just Giving.
Gift Aid
From the recording of Gift Aid
declarations to the processing and allocation of tax refunds from
HMRC, Touchstone CharityPoint supports the effective management of
the Gift Aid scheme.
Event Management
When a charity organises an event,
Touchstone CharityPoint handles all
arrangements. Features include: targeted constituent segmentation,
planning tasks, scheduling individual sub-events, wait lists and
recording participants. Costs can also be kept to a minimum as all
the planning activities are viewed in one place. Attendees can
register directly via the Web which automatically generates
registration details and provides a confirmation, eliminating time
consuming administrative tasks.
Membership
In addition to being constituents,
individuals and organisations may also hold memberships with your
charity. Membership and rate levels, reminders and renewals, fee
collection and gift membership are all included.
Subscriptions
The ability to manage constituent
subscribers is an essential element of your communications plan.
Touchstone CharityPoint records the
preferred method of communication, subscription frequencies and
costs, reminders, requests of multiple copies and the production of
mailing files, enabling the timely and effective management of the
distribution of publications.