Cornerstone Fundraising

Taking Your Fundraising to the Next Level

Cornerstone Fundraising helps coordinate your fundraising and campaign efforts by providing your entire donor, prospect, alumni, staff and community contacts and information at your fingertips. Alumni and other contacts can be tagged to be a part of multiple groups, including activities, classes, sports and more. For example, if the fundraiser is for the school band, all of the contacts that were tagged as previous band members could be contacted. Cornerstone allows you to focus your efforts on targeted groups, giving you a better outcome for your fundraiser.

 

Improve Communication and Manage Tasks

Mail merge, broadcast emails and newsletters, combined with a quick member search capability, enable efficient and easy communication with member groups. The homepage dashboard provides you with quick glance information displaying upcoming and overdue tasks, recently viewed people and organizations, weather, date, time and more.

 


General Features

  • Unlimited individual and organizational profiles
  • Unlimited relationships between individuals and organizations
  • Multiple addresses, phone numbers and email addresses per donor profile
  • Tracking of education, employment and alumni history
  • Multiple tags to track student clubs, activities and awards
  • Free form notes
  • User-definable appeals, campaigns and funds
  • Quick lookup of donation history by profile
  • Attach documents to each donor record
  • View all donor activity (notes, documents, pledges, donations, etc.) in a single timeline
  • Customizable views
  • User-defined dashboard
  • Supports merge and purge of duplicate records
  • Browse, sort, filter and search profile
  • Set status, category, source indicators and ratings for each donor profile
  • Handles matching donations from related companies
  • Handles easy batch and individual gifts, pledges and payments

Payment Processing Features

  • Payment security (PCI compliance) solutions
  • Credit cards accepted, include VISA,MasterCard, American Express, Discover, Diners
  • Electronic checks
  • Automated recurring billing
  • PayPal - discounted fees for non-profits with 501(c)(3) status
  • Wire transfer
  • Pinless debit card processing
  • Direct debit
  • Lock box

Report Features

  • Multiple standard and ad hoc reports, including:
  • LYBUNT
  • SYBUNT
  • Activity Reports
  • Alumni Class Listing
  • Donor Summary
  • Easy export of reports to PDF and CSV files
  • Automated or on-demand report scheduling
  • Manage report/data access with permissions
  • Full registry of all A/R transactions
  • End of year IRS contributions statement

Mailing & Export Features

  • Works with all word processing programs
  • Template driven correspondence (email and print)
  • Gift acknowledgments and thank you letters
  • Pledge reminders and receipts sent to donors
  • Bulk mailing labels using mail merge
  • Donor specific (singular and joint) salutation
  • User-definable salutation types such as formal and informal
  • Track contact preferences and outgoing correspondence
  • Multiple addresses for donor profiles, including home, seasonal, work and organization
  • Target campaigns for selected tag groups