36-51 Tech Chart - afpnet.org Tech...Blackbaud NetCommunity™ ... SUPPORT AGREEMENT ... Online...
Transcript of 36-51 Tech Chart - afpnet.org Tech...Blackbaud NetCommunity™ ... SUPPORT AGREEMENT ... Online...
Advanc ing Ph i l an th ropy 36 May | June 2009
F u n d r a i s i n g T e c h n o l o g y
The information in these unpaid listingswas provided by the companies(see page 52 for websites)
PRODUCT or SERVICE(Company Name) W
EB-B
ASED
PR
OD
UCT
OR
SER
VIC
EYe
s
No PR
IMAR
Y D
EVEL
OPM
ENT/
MAN
AGEM
ENT
APPL
ICAT
ION
S
Appl
icat
ion
serv
ice
prov
ider
Ab
stra
ct a
naly
sis
Annu
al fu
nd c
ampa
igns
An
nual
giv
ing
Auct
ion
even
t man
agem
ent
Capi
tal c
ampa
igns
Co
rpor
ate
givi
ng
Cred
it ca
rd p
roce
ssin
g Da
ta m
anag
emen
t/an
alys
is/r
epor
ting
Dire
ct m
arke
ting
Dono
r rel
atio
nshi
p m
anag
emen
t Do
nor r
esea
rch/
pros
pect
ID
Endo
wm
ent m
anag
emen
t Ev
ent m
anag
emen
t Gi
ft an
nuity
adm
inis
trat
ion/
cont
ract
s Go
vern
men
t rel
atio
ns/a
dvoc
acy
Gran
t mak
ing
and/
or g
rant
trac
king
In
form
atio
n on
foun
datio
ns/p
rosp
ects
In
tern
et s
ervi
ces
Mai
ling
list m
anag
emen
t M
ajor
-gift
man
agem
ent
Maj
or-g
ift m
arke
ting
Mat
chin
g-gi
ft m
anag
emen
t M
embe
rshi
p/al
umni
man
agem
ent
Onl
ine
auct
ions
/raf
fles
Onl
ine
even
ts re
gist
ratio
n/m
anag
emen
t
A’Thon-Tracker® (Northwest Software Technologies Inc.) n n n n n n n n n n n n n n n n n n n n
Active Giving (The Active Network Inc.) n n n n n n n n n n n n n n n n n n n n n n
Agilon Business Financials (Agilon LLC) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s Constituent Connection™ (Agilon LLC) n n n n n n n n n n n n n n n n n n n n n
Agilon’s Events (Agilon LLC) n n n n n n n n n n n n n n n n n n n n n n
Agilon’s One™ (Agilon LLC) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s Rel@y (Agilon LLC) n n n n n n n n n n n n n n n n n
Annual Giving MaGIC (MaGIC Inc.) n n n n n
ARCOS (Plus Three) n n n n n n n n n n n n n n n n n n n n n n n n n n n
Artez Solution (Artez Interactive Inc.) n n n n n n n n n n n n n n
Auction-Tracker® (Northwest Software Technologies Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n
AuctionMaestro Professional (MaestroSoft Inc.) n n n n n n n n n n n n n n n n n n
Auctionpay Event Payments (Auctionpay Inc.) n n n
Auctionpay Event Software (Auctionpay Inc.) n n n n
Auctionpay Event Software Online (Auctionpay Inc.) n n n n
Auctionpay Online Auctions (Auctionpay Inc.) n n n n n n
Auctionpay Online Payments (Auctionpay Inc.) n n n n n n n n
AuctionStar® (CrestWare Inc.) n n n n n n n n n n n n n n
AUTOMATCH (HEP Development Services) n n n n n
Banquet-Tracker® (Northwest Software Technologies Inc.) n n n n n n n n n n n n n n n n n n n
Blackbaud NetCommunity™ (Blackbaud Inc.) n n n n n n n n n n n n n n n n
CAMPUSCALL Telephone Fundraising Software (RuffaloCODY) n n n n n n n n n n n n
clickDMS (Digital Marketing System) (ClickSquared) n n n n n n n n n n n n n n n n n n n n n n n n n
cMarket Auction Manager (cMarket Network) n n n n n n
Communicator (iml) n n n n n n n
Convio Online Marketing & Fundraising (Convio Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
CoolFocus Web (WayCool Software Inc.) n n n n n n n n n n n n n n n n n n n n n n n
Crescendo Gift Annuity Administration Software (Crescendo Interactive Inc.) n n n n n n
Crescendo GiftCollege (Crescendo Interactive Inc.) n n
www.afpnet.org 37 Advancing Phi lanthropy
WEB
-BAS
ED P
RO
DUC
T O
R S
ERVI
CE
Yes
No PR
IMAR
Y D
EVEL
OPM
ENT/
MAN
AGEM
ENT
APPL
ICAT
ION
S
Appl
icat
ion
serv
ice
prov
ider
Ab
stra
ct a
naly
sis
Annu
al fu
nd c
ampa
igns
An
nual
giv
ing
Auct
ion
even
t man
agem
ent
Capi
tal c
ampa
igns
Co
rpor
ate
givi
ng
Cred
it ca
rd p
roce
ssin
g Da
ta m
anag
emen
t/an
alys
is/r
epor
ting
Dire
ct m
arke
ting
Dono
r rel
atio
nshi
p m
anag
emen
t Do
nor r
esea
rch/
pros
pect
ID
Endo
wm
ent m
anag
emen
t Ev
ent m
anag
emen
t Gi
ft an
nuity
adm
inis
trat
ion/
cont
ract
s Go
vern
men
t rel
atio
ns/a
dvoc
acy
Gran
t mak
ing
and/
or g
rant
trac
king
In
form
atio
n on
foun
datio
ns/p
rosp
ects
In
tern
et s
ervi
ces
Mai
ling
list m
anag
emen
t M
ajor
-gift
man
agem
ent
Maj
or-g
ift m
arke
ting
Mat
chin
g-gi
ft m
anag
emen
t M
embe
rshi
p/al
umni
man
agem
ent
Onl
ine
auct
ions
/raf
fles
Onl
ine
even
ts re
gist
ratio
n/m
anag
emen
t
Onl
ine
fund
ing
reso
urce
O
nlin
e fu
ndra
isin
g/do
natio
ns/r
egis
trat
ion
Out
com
e m
anag
emen
t Pl
anne
d-gi
fts a
dmin
stra
tion
Plan
ned-
gifts
mar
ketin
g Pl
anne
d-gi
fts c
alcu
latio
ns/p
ropo
sals
Pl
edge
man
agem
ent
Recu
rrin
g-gi
fts m
anag
emen
t Sp
onso
r-bas
ed p
ledg
e ev
ent m
anag
emen
t Vo
lunt
eer m
anag
emen
t/op
port
uniti
es
PRIM
ARY
OFF
ICE
MAN
AGEM
ENT
APPL
ICAT
ION
S
1-to
-1 a
nd “b
last
” bra
nded
em
ail c
omm
unic
atio
nBu
lk m
ailin
g/ba
r cod
ing
Cont
act m
anag
emen
t Cr
edit
card
pro
cess
ing
Dono
r dat
abas
e m
anag
emen
t Em
ail,
rem
inde
rs
Even
t adm
inis
trat
ion
and
mar
ketin
g Fu
ndra
isin
g se
rvic
e/da
taba
se
Mai
l mer
ge
Ord
er p
roce
ssin
g an
d/or
inve
ntor
y co
ntro
l Pr
ojec
t man
agem
ent
Pros
pect
ass
ignm
ent m
anag
emen
t St
atis
tical
repo
rtin
g W
eb c
onte
nt m
anag
emen
t W
ebsi
te in
tegr
atio
n PR
IMAR
Y AC
CO
UNTI
NG
/FIN
ANC
IAL
SERV
ICES
APP
LIC
ATIO
NS
Acco
unts
pay
able
Ac
coun
ts re
ceiv
able
Al
loca
tions
/allo
catio
n m
anag
emen
t Au
tom
ated
IRS
rece
ipts
Bu
dget
ing
Cash
rece
ipts
/cas
h m
anag
emen
t Ch
arita
ble
dedu
ctio
ns/P
V ca
lcul
atio
ns
Cred
it ca
rd p
aym
ent p
roce
ssin
g Da
ta c
onso
lidat
ion
Dona
tion
man
agem
ent
Encu
mbr
ance
acc
ount
ing
Fina
ncia
l rep
ortin
gFi
xed
asse
ts
Fund
acc
ount
ing
Futu
re p
lann
ed-g
ifts
colle
ctio
n/tr
acki
ng/r
epor
ting
Gene
ral l
edge
rGi
ft an
nuity
adm
inis
trat
ion
Inte
rfac
e w
ith a
ccou
ntin
g pr
ogra
ms/
Qui
ckbo
oks
A ’ T h o n - T r a c k e r ® –C r e s c e n d o G i f t C o l l e g e
A’Thon-Tracker® (Northwest Software Technologies Inc.) n n n n n n n n n n n n n n n n n n n n
Active Giving (The Active Network Inc.) n n n n n n n n n n n n n n n n n n n n n n
Agilon Business Financials (Agilon LLC) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s Constituent Connection™ (Agilon LLC) n n n n n n n n n n n n n n n n n n n n n
Agilon’s Events (Agilon LLC) n n n n n n n n n n n n n n n n n n n n n n
Agilon’s One™ (Agilon LLC) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s Rel@y (Agilon LLC) n n n n n n n n n n n n n n n n n
Annual Giving MaGIC (MaGIC Inc.) n n n n n
ARCOS (Plus Three) n n n n n n n n n n n n n n n n n n n n n n n n n n n
Artez Solution (Artez Interactive Inc.) n n n n n n n n n n n n n n
Auction-Tracker® (Northwest Software Technologies Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n
AuctionMaestro Professional (MaestroSoft Inc.) n n n n n n n n n n n n n n n n n n
Auctionpay Event Payments (Auctionpay Inc.) n n n
Auctionpay Event Software (Auctionpay Inc.) n n n n
Auctionpay Event Software Online (Auctionpay Inc.) n n n n
Auctionpay Online Auctions (Auctionpay Inc.) n n n n n n
Auctionpay Online Payments (Auctionpay Inc.) n n n n n n n n
AuctionStar® (CrestWare Inc.) n n n n n n n n n n n n n n
AUTOMATCH (HEP Development Services) n n n n n
Banquet-Tracker® (Northwest Software Technologies Inc.) n n n n n n n n n n n n n n n n n n n
Blackbaud NetCommunity™ (Blackbaud Inc.) n n n n n n n n n n n n n n n n
CAMPUSCALL Telephone Fundraising Software (RuffaloCODY) n n n n n n n n n n n n
clickDMS (Digital Marketing System) (ClickSquared) n n n n n n n n n n n n n n n n n n n n n n n n n
cMarket Auction Manager (cMarket Network) n n n n n n
Communicator (iml) n n n n n n n
Convio Online Marketing & Fundraising (Convio Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
CoolFocus Web (WayCool Software Inc.) n n n n n n n n n n n n n n n n n n n n n n n
Crescendo Gift Annuity Administration Software (Crescendo Interactive Inc.) n n n n n n
Crescendo GiftCollege (Crescendo Interactive Inc.) n n
Advanc ing Ph i l an th ropy 38 May | June 2009
F u n d r a i s i n g T e c h n o l o g y
PRODUCT or SERVICE Inve
ntor
y m
anag
emen
t Pl
anne
d-gi
fts ta
x re
port
ing
Plan
ned-
gifts
cal
cula
tors
/cha
ritab
le d
educ
tions
Prog
ram
bud
getin
g/tr
acki
ng/r
epor
ting
Purc
hase
ord
ers
Tax
form
s/FA
SB Trus
t acc
ount
ing
Valu
atio
ns Web
-bas
ed re
port
ing
UPG
RAD
ES A
VAIL
ABLE
(IF
APPL
ICAB
LE)
Yes
No UPG
RAD
ES A
ND
/OR
UPD
ATES
INC
LUD
ED IN
MAI
NTE
NAN
CE/
SUPP
OR
T AG
REE
MEN
T (IF
APP
LIC
ABLE
) Ye
s
No WEB
SITE
SER
VIC
ES A
VAIL
ABLE
Cont
ent m
anag
emen
t Di
rect
ory
look
ups
Even
t reg
istr
atio
ns N
onpr
ofit m
anag
emen
t sof
twar
e in
tegr
atio
n Onl
ine
givi
ngPo
rtal
app
licat
ions
Rem
ote
acce
ss to
fund
rais
ing
data
Web
hos
ting/
web
dev
elop
men
tN
ETW
OR
K/C
OM
MUN
ICAT
ION
S SE
RVIC
ES A
VAIL
ABLE
1-to
-1 a
nd “b
last
” bra
nded
em
ail c
omm
unic
atio
nEm
ail
Data
com
mun
icat
ion
Inte
rnet
ser
vice
pro
vide
rN
etw
ork
confi
gura
tion/
supp
ort
A’Thon-Tracker® n n n n n n n n n n n n n n n n n n n n n n n n n
Active Giving n n n n n n n n n n n n n n n n n
Agilon Business Financials n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s Constituent Connection™ n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s Events n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s One™ n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s Rel@y n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Annual Giving MaGIC n n n n n n n n n n n n n n
ARCOS (Plus n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Artez Solution n n n n n n n n n n n n n n n n n n n n n
Auction-Tracker® n n n n n n n n n n n n n n n n n n n n n
AuctionMaestro Professional n n n n n n n n n n n n n n n n
Auctionpay Event Payments n n n n n n n n n
Auctionpay Event Software n n n n n n n n n n n n n n n
Auctionpay Event Software Online n n n n n n n n n n n n n n n n n n n n n
Auctionpay Online Auctions n n n n n n n n n n n n n n n n n n n n
Auctionpay Online Payments n n n n n n n n n n n n n n n n n n n n n n
AuctionStar® n n n n n n n n n n n n n n
AUTOMATCH n n n n n n n
Banquet-Tracker® n n n n n n n n n n n n n n n n n n n n n n n n n
Blackbaud NetCommunity™ n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
CAMPUSCALL Telephone Fundraising Software n n n n n n n
clickDMS n n n n n n n n n n n n n n n n n n n n n
cMarket Auction Manager n n n n n n n n n n n n n n n
Communicator n n n n n n n
Convio Online Marketing & Fundraising n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
CoolFocus Web (WayCool Software Inc.) n n n n n n n n n n n n n n n n n
Crescendo Gift Annuity Administration Software n n n n n n n n n n n n n n
Crescendo GiftCollege n n n n n n n
www.afpnet.org 39 Advancing Phi lanthropy
A ’ T h o n - T r a c k e r ® –C r e s c e n d o G i f t C o l l e g e
Inve
ntor
y m
anag
emen
t Pl
anne
d-gi
fts ta
x re
port
ing
Plan
ned-
gifts
cal
cula
tors
/cha
ritab
le d
educ
tions
Prog
ram
bud
getin
g/tr
acki
ng/r
epor
ting
Purc
hase
ord
ers
Tax
form
s/FA
SB Trus
t acc
ount
ing
Valu
atio
ns Web
-bas
ed re
port
ing
UPG
RAD
ES A
VAIL
ABLE
(IF
APPL
ICAB
LE)
Yes
No UPG
RAD
ES A
ND
/OR
UPD
ATES
INC
LUD
ED IN
MAI
NTE
NAN
CE/
SUPP
OR
T AG
REE
MEN
T (IF
APP
LIC
ABLE
) Ye
s
No WEB
SITE
SER
VIC
ES A
VAIL
ABLE
Cont
ent m
anag
emen
t Di
rect
ory
look
ups
Even
t reg
istr
atio
ns N
onpr
ofit m
anag
emen
t sof
twar
e in
tegr
atio
n Onl
ine
givi
ngPo
rtal
app
licat
ions
Rem
ote
acce
ss to
fund
rais
ing
data
Web
hos
ting/
web
dev
elop
men
tN
ETW
OR
K/C
OM
MUN
ICAT
ION
S SE
RVIC
ES A
VAIL
ABLE
1-to
-1 a
nd “b
last
” bra
nded
em
ail c
omm
unic
atio
nEm
ail
Data
com
mun
icat
ion
Inte
rnet
ser
vice
pro
vide
rN
etw
ork
confi
gura
tion/
supp
ort
SUPP
OR
T/TE
CH
NIC
AL S
ERVI
CES
PR
OVI
DED
Anal
ytic
al re
port
s CD
RO
M/m
ultim
edia
ser
vice
s an
d pr
oduc
tion
Coor
dina
tion
with
cha
rity’s
ass
et m
anag
er Co
rrec
t dat
a se
rvic
es Cu
stom
repo
rt w
ritin
g D
ata
conv
ersi
on D
atab
ase
deve
lopm
ent/
prog
ram
min
g Ed
ucat
ion/
trai
ning
Elec
troni
c su
rvey
s an
d ta
bula
tion
Gift
mat
chin
g se
rvic
es In
tern
et s
olut
ions
Ong
oing
upd
ates
/dai
ly a
dditi
ons
to s
ite On-
site
con
sulti
ng a
nd tr
aini
ng Pr
ojec
t man
agem
ent
Stra
tegi
c te
chno
logy
pla
nnin
g Sy
stem
s in
tegr
atio
n Te
leph
one
supp
ort
Web
dev
elop
men
t W
ebsi
te/t
echn
ical
eva
luat
ion
and
deve
lopm
ent
Wire
less
acc
ess
OPE
RATI
NG
SYS
TEM
S (O
S) T
HAT
SUPP
ORT
THI
S PR
ODU
CT
Unix
Linu
x
Mac
into
sh Nov
ell
Web
bro
wse
r/an
y O
S W
indo
ws
ME
2003
or p
revi
ous
vers
ions
Win
dow
s N
T W
indo
ws
XP W
indo
ws
Vist
a D
ATAB
ASE
PLAT
FOR
MS
SUPP
OR
TED
IBM
DB2
Mic
roso
ft Jc
tM
icro
soft
SQL
Serv
er M
ultip
latfo
rm S
QL
Data
base
Ora
cle
Sun
Mic
rosy
stem
s Sy
base
SQ
L An
ywhe
re VE
RITA
S O
ther
or N
/AM
OST
APP
RO
PRIA
TE A
PPLI
CAB
ILIT
YFo
r sm
all o
rgan
izat
ions
For m
id-s
ize
orga
niza
tions
For l
arge
org
aniz
atio
nsFo
r org
aniz
atio
ns o
f any
siz
e
A’Thon-Tracker® n n n n n n n n n n n n n n n n n n n n n n n n n
Active Giving n n n n n n n n n n n n n n n n n
Agilon Business Financials n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s Constituent Connection™ n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s Events n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s One™ n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Agilon’s Rel@y n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Annual Giving MaGIC n n n n n n n n n n n n n n
ARCOS (Plus n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Artez Solution n n n n n n n n n n n n n n n n n n n n n
Auction-Tracker® n n n n n n n n n n n n n n n n n n n n n
AuctionMaestro Professional n n n n n n n n n n n n n n n n
Auctionpay Event Payments n n n n n n n n n
Auctionpay Event Software n n n n n n n n n n n n n n n
Auctionpay Event Software Online n n n n n n n n n n n n n n n n n n n n n
Auctionpay Online Auctions n n n n n n n n n n n n n n n n n n n n
Auctionpay Online Payments n n n n n n n n n n n n n n n n n n n n n n
AuctionStar® n n n n n n n n n n n n n n
AUTOMATCH n n n n n n n
Banquet-Tracker® n n n n n n n n n n n n n n n n n n n n n n n n n
Blackbaud NetCommunity™ n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
CAMPUSCALL Telephone Fundraising Software n n n n n n n
clickDMS n n n n n n n n n n n n n n n n n n n n n
cMarket Auction Manager n n n n n n n n n n n n n n n
Communicator n n n n n n n
Convio Online Marketing & Fundraising n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
CoolFocus Web (WayCool Software Inc.) n n n n n n n n n n n n n n n n n
Crescendo Gift Annuity Administration Software n n n n n n n n n n n n n n
Crescendo GiftCollege n n n n n n n
Advanc ing Ph i l an th ropy 40 May | June 2009
F u n d r a i s i n g T e c h n o l o g y
The information in these unpaid listingswas provided by the companies(see page 52 for websites)
PRODUCT or SERVICE(Company Name) W
EB-B
ASED
PR
OD
UCT
OR
SER
VIC
EYe
s
No PR
IMAR
Y D
EVEL
OPM
ENT/
MAN
AGEM
ENT
APPL
ICAT
ION
S
Appl
icat
ion
serv
ice
prov
ider
Ab
stra
ct a
naly
sis
Annu
al fu
nd c
ampa
igns
An
nual
giv
ing
Auct
ion
even
t man
agem
ent
Capi
tal c
ampa
igns
Co
rpor
ate
givi
ng
Cred
it ca
rd p
roce
ssin
g Da
ta m
anag
emen
t/an
alys
is/r
epor
ting
Dire
ct m
arke
ting
Dono
r rel
atio
nshi
p m
anag
emen
t Do
nor r
esea
rch/
pros
pect
ID
Endo
wm
ent m
anag
emen
t Ev
ent m
anag
emen
t Gi
ft an
nuity
adm
inis
trat
ion/
cont
ract
s Go
vern
men
t rel
atio
ns/a
dvoc
acy
Gran
t mak
ing
and/
or g
rant
trac
king
In
form
atio
n on
foun
datio
ns/p
rosp
ects
In
tern
et s
ervi
ces
Mai
ling
list m
anag
emen
t M
ajor
-gift
man
agem
ent
Maj
or-g
ift m
arke
ting
Mat
chin
g-gi
ft m
anag
emen
t M
embe
rshi
p/al
umni
man
agem
ent
Onl
ine
auct
ions
/raf
fles
Onl
ine
even
ts re
gist
ratio
n/m
anag
emen
t
C r e s c e n d o G i f t L a w / G i f t L e g a c y –G i f t P l u s
Crescendo GiftLaw/GiftLegacy (Crescendo Interactive Inc.) n n n n n n n n
Crescendo Pro/Plus/Presents Software (Crescendo Interactive Inc.) n n n n
DialVision 6.0 (MoonFire Corporation) n n n n n
Donarius® Donor Management Software (Nuverb Systems Inc.) n n n n n n n n n n n n n n n
Donation Director (Cascade Data Solutions) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Donor Dynamics (HEP Development Services) n n n n n
Donor2 (Donor2/Campus Management Corp.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorFirst™ — A DAF Technology Solution (Crown Philanthropic Solutions LLC) n n n n n n
DonorOne™ (ResourceOne Technologies Corporation) n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorPerfect Installed (SofterWare Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorPerfect Online (SofterWare Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorPro™ (TowerCare Technologies Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
EMatch (HEP Development Services) n n n n n
ENGAGE® (ACCESS International) n n n n n n n n n n
ENTERPRISE® Fund Raising & CRM System (ACCESS International) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
eTapestry (Blackbaud Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Event Management/Web Surveys (Cvent) n n n n n n n n
Exceed! Basic (Telosa Software Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Exceed! Premier (Telosa Software Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
FindWealth Screening Service (WealthEngine.com) n n n n n n n n n n n n n n n n n n n n
FoundationSearch, BIG Online (Metasoft Systems Inc.) n n n n n n n n n n n n n n n
Freelanthropy Fundraising and Communications Service (Freelanthropy.com) n n n n n
FundRaiser Basic (FundRaiser Software) n n n n n n n n n n n n
FundRaiser Professional (FundRaiser Software) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
FundRaiser Select (FundRaiser Software) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Future Focus Planned Giving Web Pages (Future Focus) n n n n
Gift Plus (HEP Development Services) n n n n n n
www.afpnet.org 41 Advancing Phi lanthropy
Onl
ine
fund
ing
reso
urce
O
nlin
e fu
ndra
isin
g/do
natio
ns/r
egis
trat
ion
Out
com
e m
anag
emen
t Pl
anne
d-gi
fts a
dmin
stra
tion
Plan
ned-
gifts
mar
ketin
g Pl
anne
d-gi
fts c
alcu
latio
ns/p
ropo
sals
Pl
edge
man
agem
ent
Recu
rrin
g-gi
fts m
anag
emen
t Sp
onso
r-bas
ed p
ledg
e ev
ent m
anag
emen
t Vo
lunt
eer m
anag
emen
t/op
port
uniti
es
PRIM
ARY
OFF
ICE
MAN
AGEM
ENT
APPL
ICAT
ION
S
1-to
-1 a
nd “b
last
” bra
nded
em
ail c
omm
unic
atio
nBu
lk m
ailin
g/ba
r cod
ing
Cont
act m
anag
emen
t Cr
edit
card
pro
cess
ing
Dono
r dat
abas
e m
anag
emen
t Em
ail,
rem
inde
rs
Even
t adm
inis
trat
ion
and
mar
ketin
g Fu
ndra
isin
g se
rvic
e/da
taba
se
Mai
l mer
ge
Ord
er p
roce
ssin
g an
d/or
inve
ntor
y co
ntro
l Pr
ojec
t man
agem
ent
Pros
pect
ass
ignm
ent m
anag
emen
t St
atis
tical
repo
rtin
g W
eb c
onte
nt m
anag
emen
t W
ebsi
te in
tegr
atio
n PR
IMAR
Y AC
CO
UNTI
NG
/FIN
ANC
IAL
SERV
ICES
APP
LIC
ATIO
NS
Acco
unts
pay
able
Ac
coun
ts re
ceiv
able
Al
loca
tions
/allo
catio
n m
anag
emen
t Au
tom
ated
IRS
rece
ipts
Bu
dget
ing
Cash
rece
ipts
/cas
h m
anag
emen
t Ch
arita
ble
dedu
ctio
ns/P
V ca
lcul
atio
ns
Cred
it ca
rd p
aym
ent p
roce
ssin
g Da
ta c
onso
lidat
ion
Dona
tion
man
agem
ent
Encu
mbr
ance
acc
ount
ing
Fina
ncia
l rep
ortin
gFi
xed
asse
ts
Fund
acc
ount
ing
Futu
re p
lann
ed-g
ifts
colle
ctio
n/tr
acki
ng/r
epor
ting
Gene
ral l
edge
rGi
ft an
nuity
adm
inis
trat
ion
Inte
rfac
e w
ith a
ccou
ntin
g pr
ogra
ms/
Qui
ckbo
oks
WEB
-BAS
ED P
RO
DUC
T O
R S
ERVI
CE
Yes
No PR
IMAR
Y D
EVEL
OPM
ENT/
MAN
AGEM
ENT
APPL
ICAT
ION
S
Appl
icat
ion
serv
ice
prov
ider
Ab
stra
ct a
naly
sis
Annu
al fu
nd c
ampa
igns
An
nual
giv
ing
Auct
ion
even
t man
agem
ent
Capi
tal c
ampa
igns
Co
rpor
ate
givi
ng
Cred
it ca
rd p
roce
ssin
g Da
ta m
anag
emen
t/an
alys
is/r
epor
ting
Dire
ct m
arke
ting
Dono
r rel
atio
nshi
p m
anag
emen
t Do
nor r
esea
rch/
pros
pect
ID
Endo
wm
ent m
anag
emen
t Ev
ent m
anag
emen
t Gi
ft an
nuity
adm
inis
trat
ion/
cont
ract
s Go
vern
men
t rel
atio
ns/a
dvoc
acy
Gran
t mak
ing
and/
or g
rant
trac
king
In
form
atio
n on
foun
datio
ns/p
rosp
ects
In
tern
et s
ervi
ces
Mai
ling
list m
anag
emen
t M
ajor
-gift
man
agem
ent
Maj
or-g
ift m
arke
ting
Mat
chin
g-gi
ft m
anag
emen
t M
embe
rshi
p/al
umni
man
agem
ent
Onl
ine
auct
ions
/raf
fles
Onl
ine
even
ts re
gist
ratio
n/m
anag
emen
t
C r e s c e n d o G i f t L a w / G i f t L e g a c y –G i f t P l u s
Crescendo GiftLaw/GiftLegacy (Crescendo Interactive Inc.) n n n n n n n n
Crescendo Pro/Plus/Presents Software (Crescendo Interactive Inc.) n n n n
DialVision 6.0 (MoonFire Corporation) n n n n n
Donarius® Donor Management Software (Nuverb Systems Inc.) n n n n n n n n n n n n n n n
Donation Director (Cascade Data Solutions) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Donor Dynamics (HEP Development Services) n n n n n
Donor2 (Donor2/Campus Management Corp.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorFirst™ — A DAF Technology Solution (Crown Philanthropic Solutions LLC) n n n n n n
DonorOne™ (ResourceOne Technologies Corporation) n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorPerfect Installed (SofterWare Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorPerfect Online (SofterWare Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorPro™ (TowerCare Technologies Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
EMatch (HEP Development Services) n n n n n
ENGAGE® (ACCESS International) n n n n n n n n n n
ENTERPRISE® Fund Raising & CRM System (ACCESS International) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
eTapestry (Blackbaud Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Event Management/Web Surveys (Cvent) n n n n n n n n
Exceed! Basic (Telosa Software Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Exceed! Premier (Telosa Software Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
FindWealth Screening Service (WealthEngine.com) n n n n n n n n n n n n n n n n n n n n
FoundationSearch, BIG Online (Metasoft Systems Inc.) n n n n n n n n n n n n n n n
Freelanthropy Fundraising and Communications Service (Freelanthropy.com) n n n n n
FundRaiser Basic (FundRaiser Software) n n n n n n n n n n n n
FundRaiser Professional (FundRaiser Software) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
FundRaiser Select (FundRaiser Software) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Future Focus Planned Giving Web Pages (Future Focus) n n n n
Gift Plus (HEP Development Services) n n n n n n
Advanc ing Ph i l an th ropy 42 May | June 2009
F u n d r a i s i n g T e c h n o l o g y C r e s c e n d o G i f t L a w / G i f t L e g a c y –G i f t P l u s
PRODUCT or SERVICE Inve
ntor
y m
anag
emen
t Pl
anne
d-gi
fts ta
x re
port
ing
Plan
ned-
gifts
cal
cula
tors
/cha
ritab
le d
educ
tions
Prog
ram
bud
getin
g/tr
acki
ng/r
epor
ting
Purc
hase
ord
ers
Tax
form
s/FA
SB Trus
t acc
ount
ing
Valu
atio
ns Web
-bas
ed re
port
ing
UPG
RAD
ES A
VAIL
ABLE
(IF
APPL
ICAB
LE)
Yes
No UPG
RAD
ES A
ND
/OR
UPD
ATES
INC
LUD
ED IN
MAI
NTE
NAN
CE/
SUPP
OR
T AG
REE
MEN
T (IF
APP
LIC
ABLE
) Ye
s
No WEB
SITE
SER
VIC
ES A
VAIL
ABLE
Cont
ent m
anag
emen
t Di
rect
ory
look
ups
Even
t reg
istr
atio
ns N
onpr
ofit m
anag
emen
t sof
twar
e in
tegr
atio
n Onl
ine
givi
ngPo
rtal
app
licat
ions
Rem
ote
acce
ss to
fund
rais
ing
data
Web
hos
ting/
web
dev
elop
men
tN
ETW
OR
K/C
OM
MUN
ICAT
ION
S SE
RVIC
ES A
VAIL
ABLE
1-to
-1 a
nd “b
last
” bra
nded
em
ail c
omm
unic
atio
nEm
ail
Data
com
mun
icat
ion
Inte
rnet
ser
vice
pro
vide
rN
etw
ork
confi
gura
tion/
supp
ort
Crescendo GiftLaw/GiftLegacy n n n n n n n n n n
Crescendo Pro/Plus/Presents Software n n n n n n n n n n n
DialVision 6.0 n n n n n n n n n n n n n n n
Donarius® Donor Management Software n n n n n n n n n n n n n n
Donation Director n n n n n n n n n n n n n n n
Donor Dynamics n n n n
Donor2 n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorFirst™—A DAF Technology Solution n n n n n n n n n n n n n n n n n n n n
DonorOne™ n n n n n n n n n n n n n n n n n n n n
DonorPerfect Installed n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorPerfect Online n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorPro™ n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
EMatch n n n n n n n n n n n n
ENGAGE® n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
ENTERPRISE® Fund Raising & CRM System n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
eTapestry n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Event Management/Web Surveys n n n n n n n n n n n n n
Exceed! Basic n n n n n n n n n n n n n n n n n n n n n n n
Exceed! Premier n n n n n n n n n n n n n n n n n n n n n n n
FindWealth Screening Service n n n n n n n n n n n n n n n n n n n n n
FoundationSearch, BIG Online n n n n n n n n n n n n n n n n n n
Freelanthropy Fundraising and Communications Service n n n n n n n
FundRaiser Basic n n n n n n n n n
FundRaiser Professional n n n n n n n n n n n n n n n n n n n n n n n n
FundRaiser Select n n n n n n n n n n n n n n n n n n n n n n
Future Focus Planned Giving Web Pages n n n
Gift Plus n n n n n n n n n n n n
www.afpnet.org 43 Advancing Phi lanthropy
C r e s c e n d o G i f t L a w / G i f t L e g a c y –G i f t P l u s
Inve
ntor
y m
anag
emen
t Pl
anne
d-gi
fts ta
x re
port
ing
Plan
ned-
gifts
cal
cula
tors
/cha
ritab
le d
educ
tions
Prog
ram
bud
getin
g/tr
acki
ng/r
epor
ting
Purc
hase
ord
ers
Tax
form
s/FA
SB Trus
t acc
ount
ing
Valu
atio
ns Web
-bas
ed re
port
ing
UPG
RAD
ES A
VAIL
ABLE
(IF
APPL
ICAB
LE)
Yes
No UPG
RAD
ES A
ND
/OR
UPD
ATES
INC
LUD
ED IN
MAI
NTE
NAN
CE/
SUPP
OR
T AG
REE
MEN
T (IF
APP
LIC
ABLE
) Ye
s
No WEB
SITE
SER
VIC
ES A
VAIL
ABLE
Cont
ent m
anag
emen
t Di
rect
ory
look
ups
Even
t reg
istr
atio
ns N
onpr
ofit m
anag
emen
t sof
twar
e in
tegr
atio
n Onl
ine
givi
ngPo
rtal
app
licat
ions
Rem
ote
acce
ss to
fund
rais
ing
data
Web
hos
ting/
web
dev
elop
men
tN
ETW
OR
K/C
OM
MUN
ICAT
ION
S SE
RVIC
ES A
VAIL
ABLE
1-to
-1 a
nd “b
last
” bra
nded
em
ail c
omm
unic
atio
nEm
ail
Data
com
mun
icat
ion
Inte
rnet
ser
vice
pro
vide
rN
etw
ork
confi
gura
tion/
supp
ort
SUPP
OR
T/TE
CH
NIC
AL S
ERVI
CES
PR
OVI
DED
Anal
ytic
al re
port
s CD
RO
M/m
ultim
edia
ser
vice
s an
d pr
oduc
tion
Coor
dina
tion
with
cha
rity’s
ass
et m
anag
er Co
rrec
t dat
a se
rvic
es Cu
stom
repo
rt w
ritin
g D
ata
conv
ersi
on D
atab
ase
deve
lopm
ent/
prog
ram
min
g Ed
ucat
ion/
trai
ning
Elec
troni
c su
rvey
s an
d ta
bula
tion
Gift
mat
chin
g se
rvic
es In
tern
et s
olut
ions
Ong
oing
upd
ates
/dai
ly a
dditi
ons
to s
ite On-
site
con
sulti
ng a
nd tr
aini
ng Pr
ojec
t man
agem
ent
Stra
tegi
c te
chno
logy
pla
nnin
g Sy
stem
s in
tegr
atio
n Te
leph
one
supp
ort
Web
dev
elop
men
t W
ebsi
te/t
echn
ical
eva
luat
ion
and
deve
lopm
ent
Wire
less
acc
ess
OPE
RATI
NG
SYS
TEM
S (O
S) T
HAT
SUPP
ORT
THI
S PR
ODU
CT
Unix
Linu
x
Mac
into
sh Nov
ell
Web
bro
wse
r/an
y O
S W
indo
ws
ME
2003
or p
revi
ous
vers
ions
Win
dow
s N
T W
indo
ws
XP W
indo
ws
Vist
a D
ATAB
ASE
PLAT
FOR
MS
SUPP
OR
TED
IBM
DB2
Mic
roso
ft Jc
tM
icro
soft
SQL
Serv
er M
ultip
latfo
rm S
QL
Data
base
Ora
cle
Sun
Mic
rosy
stem
s Sy
base
SQ
L An
ywhe
re VE
RITA
S O
ther
or N
/AM
OST
APP
RO
PRIA
TE A
PPLI
CAB
ILIT
YFo
r sm
all o
rgan
izat
ions
For m
id-s
ize
orga
niza
tions
For l
arge
org
aniz
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nsFo
r org
aniz
atio
ns o
f any
siz
e
Crescendo GiftLaw/GiftLegacy n n n n n n n n n n
Crescendo Pro/Plus/Presents Software n n n n n n n n n n n
DialVision 6.0 n n n n n n n n n n n n n n n
Donarius® Donor Management Software n n n n n n n n n n n n n n
Donation Director n n n n n n n n n n n n n n n
Donor Dynamics n n n n
Donor2 n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorFirst™—A DAF Technology Solution n n n n n n n n n n n n n n n n n n n n
DonorOne™ n n n n n n n n n n n n n n n n n n n n
DonorPerfect Installed n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorPerfect Online n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
DonorPro™ n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
EMatch n n n n n n n n n n n n
ENGAGE® n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
ENTERPRISE® Fund Raising & CRM System n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
eTapestry n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Event Management/Web Surveys n n n n n n n n n n n n n
Exceed! Basic n n n n n n n n n n n n n n n n n n n n n n n
Exceed! Premier n n n n n n n n n n n n n n n n n n n n n n n
FindWealth Screening Service n n n n n n n n n n n n n n n n n n n n n
FoundationSearch, BIG Online n n n n n n n n n n n n n n n n n n
Freelanthropy Fundraising and Communications Service n n n n n n n
FundRaiser Basic n n n n n n n n n
FundRaiser Professional n n n n n n n n n n n n n n n n n n n n n n n n
FundRaiser Select n n n n n n n n n n n n n n n n n n n n n n
Future Focus Planned Giving Web Pages n n n
Gift Plus n n n n n n n n n n n n
Advanc ing Ph i l an th ropy 44 May | June 2009
F u n d r a i s i n g T e c h n o l o g y
The information in these unpaid listingswas provided by the companies(see page 52 for websites)
PRODUCT or SERVICE(Company Name) W
EB-B
ASED
PR
OD
UCT
OR
SER
VIC
EYe
s
No PR
IMAR
Y D
EVEL
OPM
ENT/
MAN
AGEM
ENT
APPL
ICAT
ION
S
Appl
icat
ion
serv
ice
prov
ider
Ab
stra
ct a
naly
sis
Annu
al fu
nd c
ampa
igns
An
nual
giv
ing
Auct
ion
even
t man
agem
ent
Capi
tal c
ampa
igns
Co
rpor
ate
givi
ng
Cred
it ca
rd p
roce
ssin
g Da
ta m
anag
emen
t/an
alys
is/r
epor
ting
Dire
ct m
arke
ting
Dono
r rel
atio
nshi
p m
anag
emen
t Do
nor r
esea
rch/
pros
pect
ID
Endo
wm
ent m
anag
emen
t Ev
ent m
anag
emen
t Gi
ft an
nuity
adm
inis
trat
ion/
cont
ract
s Go
vern
men
t rel
atio
ns/a
dvoc
acy
Gran
t mak
ing
and/
or g
rant
trac
king
In
form
atio
n on
foun
datio
ns/p
rosp
ects
In
tern
et s
ervi
ces
Mai
ling
list m
anag
emen
t M
ajor
-gift
man
agem
ent
Maj
or-g
ift m
arke
ting
Mat
chin
g-gi
ft m
anag
emen
t M
embe
rshi
p/al
umni
man
agem
ent
Onl
ine
auct
ions
/raf
fles
Onl
ine
even
ts re
gist
ratio
n/m
anag
emen
t
G i f t S t o r y G i f t C a l c s – T h e P o r t S o c i a l M e d i a S o l u t i o n
Gift Story GiftCalcs (PG Calc Incorporated) n n n
Gift Works™ Fundraising Software – Premium (Mission Research Inc.)
n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Gift Works™ Fundraising Software – Standard (Mission Research Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
GiftWrap & Pooled Fund Organizer (PG Calc Incorporated) n n n n n
GolfMaestro Professional (MaestroSoft Inc.) n n n n n n n n n n n n n n n n
IATS Donation Processing Service (IATS) n n n n
iCMS Acclaim (Yfactor) n n n n n n n n n n n
iMIS (Advanced Solutions International) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Kimbia (Kimbia Software Inc.) n n n n n n n n n n n n n n n n
MaestroWeb (MaestroSoft Inc.) n n n n n n n n n n n n n n n n
Major Giving MaGIC (MaGIC Inc.) n n n n n n n n
MatchMaker FundRaising Software Enterprise (Heritage Designs) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
MatchMaker Fundraising Software Standard (Heritage Designs) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Membership and Fundraising Suite (Linked Software) n n n n n n n n n n n n n n n n n n n n
Millennium (Sage) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
MissionAssist (Donor Strategies Inc.) n n n n n n n n n n n n n
Multicurrency Donation Processing (PacNet Services Ltd.) n n n n n n n n
NOZA Exact Match Screening (NOZA Inc.) n n n n n n n n
NOZAsearch database of charitable donations (NOZA Inc.) n n n n n n n n n n
Orange Leap (Orange Leap) n n n n n n n n n n n n n n n n n n n
The Patron Edge (Blackbaud Inc.) n n n n n n n n n n n n n n n n n n n n
Planned Giving MaGIC (MaGIC Inc.) n n n n n n n n n
Planned Giving Manager (PG Calc Incorporated) n n n n n
PledgeMaker (Online/SaaS) (SofTrek Corporation) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
PledgeMaker (on-premise/installed) (SofTrek Corporation) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
The Port Social Media Solution (The Port Network) n n n n n n n n
www.afpnet.org 45 Advancing Phi lanthropy
WEB
-BAS
ED P
RO
DUC
T O
R S
ERVI
CE
Yes
No PR
IMAR
Y D
EVEL
OPM
ENT/
MAN
AGEM
ENT
APPL
ICAT
ION
S
Appl
icat
ion
serv
ice
prov
ider
Ab
stra
ct a
naly
sis
Annu
al fu
nd c
ampa
igns
An
nual
giv
ing
Auct
ion
even
t man
agem
ent
Capi
tal c
ampa
igns
Co
rpor
ate
givi
ng
Cred
it ca
rd p
roce
ssin
g Da
ta m
anag
emen
t/an
alys
is/r
epor
ting
Dire
ct m
arke
ting
Dono
r rel
atio
nshi
p m
anag
emen
t Do
nor r
esea
rch/
pros
pect
ID
Endo
wm
ent m
anag
emen
t Ev
ent m
anag
emen
t Gi
ft an
nuity
adm
inis
trat
ion/
cont
ract
s Go
vern
men
t rel
atio
ns/a
dvoc
acy
Gran
t mak
ing
and/
or g
rant
trac
king
In
form
atio
n on
foun
datio
ns/p
rosp
ects
In
tern
et s
ervi
ces
Mai
ling
list m
anag
emen
t M
ajor
-gift
man
agem
ent
Maj
or-g
ift m
arke
ting
Mat
chin
g-gi
ft m
anag
emen
t M
embe
rshi
p/al
umni
man
agem
ent
Onl
ine
auct
ions
/raf
fles
Onl
ine
even
ts re
gist
ratio
n/m
anag
emen
t
Onl
ine
fund
ing
reso
urce
O
nlin
e fu
ndra
isin
g/do
natio
ns/r
egis
trat
ion
Out
com
e m
anag
emen
t Pl
anne
d-gi
fts a
dmin
stra
tion
Plan
ned-
gifts
mar
ketin
g Pl
anne
d-gi
fts c
alcu
latio
ns/p
ropo
sals
Pl
edge
man
agem
ent
Recu
rrin
g-gi
fts m
anag
emen
t Sp
onso
r-bas
ed p
ledg
e ev
ent m
anag
emen
t Vo
lunt
eer m
anag
emen
t/op
port
uniti
es
PRIM
ARY
OFF
ICE
MAN
AGEM
ENT
APPL
ICAT
ION
S
1-to
-1 a
nd “b
last
” bra
nded
em
ail c
omm
unic
atio
nBu
lk m
ailin
g/ba
r cod
ing
Cont
act m
anag
emen
t Cr
edit
card
pro
cess
ing
Dono
r dat
abas
e m
anag
emen
t Em
ail,
rem
inde
rs
Even
t adm
inis
trat
ion
and
mar
ketin
g Fu
ndra
isin
g se
rvic
e/da
taba
se
Mai
l mer
ge
Ord
er p
roce
ssin
g an
d/or
inve
ntor
y co
ntro
l Pr
ojec
t man
agem
ent
Pros
pect
ass
ignm
ent m
anag
emen
t St
atis
tical
repo
rtin
g W
eb c
onte
nt m
anag
emen
t W
ebsi
te in
tegr
atio
n PR
IMAR
Y AC
CO
UNTI
NG
/FIN
ANC
IAL
SERV
ICES
APP
LIC
ATIO
NS
Acco
unts
pay
able
Ac
coun
ts re
ceiv
able
Al
loca
tions
/allo
catio
n m
anag
emen
t Au
tom
ated
IRS
rece
ipts
Bu
dget
ing
Cash
rece
ipts
/cas
h m
anag
emen
t Ch
arita
ble
dedu
ctio
ns/P
V ca
lcul
atio
ns
Cred
it ca
rd p
aym
ent p
roce
ssin
g Da
ta c
onso
lidat
ion
Dona
tion
man
agem
ent
Encu
mbr
ance
acc
ount
ing
Fina
ncia
l rep
ortin
gFi
xed
asse
ts
Fund
acc
ount
ing
Futu
re p
lann
ed-g
ifts
colle
ctio
n/tr
acki
ng/r
epor
ting
Gene
ral l
edge
rGi
ft an
nuity
adm
inis
trat
ion
Inte
rfac
e w
ith a
ccou
ntin
g pr
ogra
ms/
Qui
ckbo
oks
G i f t S t o r y G i f t C a l c s – T h e P o r t S o c i a l M e d i a S o l u t i o n
Gift Story GiftCalcs (PG Calc Incorporated) n n n
Gift Works™ Fundraising Software – Premium (Mission Research Inc.)
n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Gift Works™ Fundraising Software – Standard (Mission Research Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
GiftWrap & Pooled Fund Organizer (PG Calc Incorporated) n n n n n
GolfMaestro Professional (MaestroSoft Inc.) n n n n n n n n n n n n n n n n
IATS Donation Processing Service (IATS) n n n n
iCMS Acclaim (Yfactor) n n n n n n n n n n n
iMIS (Advanced Solutions International) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Kimbia (Kimbia Software Inc.) n n n n n n n n n n n n n n n n
MaestroWeb (MaestroSoft Inc.) n n n n n n n n n n n n n n n n
Major Giving MaGIC (MaGIC Inc.) n n n n n n n n
MatchMaker FundRaising Software Enterprise (Heritage Designs) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
MatchMaker Fundraising Software Standard (Heritage Designs) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Membership and Fundraising Suite (Linked Software) n n n n n n n n n n n n n n n n n n n n
Millennium (Sage) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
MissionAssist (Donor Strategies Inc.) n n n n n n n n n n n n n
Multicurrency Donation Processing (PacNet Services Ltd.) n n n n n n n n
NOZA Exact Match Screening (NOZA Inc.) n n n n n n n n
NOZAsearch database of charitable donations (NOZA Inc.) n n n n n n n n n n
Orange Leap (Orange Leap) n n n n n n n n n n n n n n n n n n n
The Patron Edge (Blackbaud Inc.) n n n n n n n n n n n n n n n n n n n n
Planned Giving MaGIC (MaGIC Inc.) n n n n n n n n n
Planned Giving Manager (PG Calc Incorporated) n n n n n
PledgeMaker (Online/SaaS) (SofTrek Corporation) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
PledgeMaker (on-premise/installed) (SofTrek Corporation) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
The Port Social Media Solution (The Port Network) n n n n n n n n
Advanc ing Ph i l an th ropy 46 May | June 2009
F u n d r a i s i n g T e c h n o l o g y G i f t S t o r y G i f t C a l c s – T h e P o r t S o c i a l M e d i a S o l u t i o n
PRODUCT or SERVICE Inve
ntor
y m
anag
emen
t Pl
anne
d-gi
fts ta
x re
port
ing
Plan
ned-
gifts
cal
cula
tors
/cha
ritab
le d
educ
tions
Prog
ram
bud
getin
g/tr
acki
ng/r
epor
ting
Purc
hase
ord
ers
Tax
form
s/FA
SB Trus
t acc
ount
ing
Valu
atio
ns Web
-bas
ed re
port
ing
UPG
RAD
ES A
VAIL
ABLE
(IF
APPL
ICAB
LE)
Yes
No UPG
RAD
ES A
ND
/OR
UPD
ATES
INC
LUD
ED IN
MAI
NTE
NAN
CE/
SUPP
OR
T AG
REE
MEN
T (IF
APP
LIC
ABLE
) Ye
s
No WEB
SITE
SER
VIC
ES A
VAIL
ABLE
Cont
ent m
anag
emen
t Di
rect
ory
look
ups
Even
t reg
istr
atio
ns N
onpr
ofit m
anag
emen
t sof
twar
e in
tegr
atio
n Onl
ine
givi
ngPo
rtal
app
licat
ions
Rem
ote
acce
ss to
fund
rais
ing
data
Web
hos
ting/
web
dev
elop
men
tN
ETW
OR
K/C
OM
MUN
ICAT
ION
S SE
RVIC
ES A
VAIL
ABLE
1-to
-1 a
nd “b
last
” bra
nded
em
ail c
omm
unic
atio
nEm
ail
Data
com
mun
icat
ion
Inte
rnet
ser
vice
pro
vide
rN
etw
ork
confi
gura
tion/
supp
ort
Gift Story GiftCalcs (PG Calc Incorporated) n n n n n n n n
Gift Works™ Fundraising Software – Premium n n n n n n n n n n n n n n n n
Gift Works™ Fundraising Software – Standard n n n n n n n n n n n n n n n n
GiftWrap & Pooled Fund Organizer n n n n n n n n n n n
GolfMaestro Professional n n n n n n n n n n n n
IATS Donation Processing Service n n n n n n n n
iCMS Acclaim n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
iMIS n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Kimbia n n n n n n n n n n n n n n n n
MaestroWeb n n n n n n n n n n n n n
Major Giving MaGIC n n n n n n n n n n n n n n
MatchMaker FundRaising Software Enterprise n n n n n n n n n n n n n n n n
MatchMaker Fundraising Software Standard n n n n n n n n n n n n n n n n
Membership and Fundraising Suite n n n n n n n n n n n
Millennium n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
MissionAssist n n n n n n n n n n n n n n n
Multicurrency Donation Processing n n n n n n n n n n n n n n n n n n n n n
NOZA Exact Match Screening n n n n n n n n n n
NOZAsearch database of charitable donations n n n n n n n n n n
Orange Leap n n n n n n n n n n n n n n n
The Patron Edge n n n n n n n n n n n n n n n n n n n n n n n n n
Planned Giving MaGIC n n n n n n n n n n n n n n
Planned Giving Manager n n n n n n n n n
PledgeMaker n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
PledgeMaker n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
The Port Social Media Solution n n n n n n n n n n n n n n n n n n n n n n n n n n
www.afpnet.org 47 Advancing Phi lanthropy
G i f t S t o r y G i f t C a l c s – T h e P o r t S o c i a l M e d i a S o l u t i o n
Inve
ntor
y m
anag
emen
t Pl
anne
d-gi
fts ta
x re
port
ing
Plan
ned-
gifts
cal
cula
tors
/cha
ritab
le d
educ
tions
Prog
ram
bud
getin
g/tr
acki
ng/r
epor
ting
Purc
hase
ord
ers
Tax
form
s/FA
SB Trus
t acc
ount
ing
Valu
atio
ns Web
-bas
ed re
port
ing
UPG
RAD
ES A
VAIL
ABLE
(IF
APPL
ICAB
LE)
Yes
No UPG
RAD
ES A
ND
/OR
UPD
ATES
INC
LUD
ED IN
MAI
NTE
NAN
CE/
SUPP
OR
T AG
REE
MEN
T (IF
APP
LIC
ABLE
) Ye
s
No WEB
SITE
SER
VIC
ES A
VAIL
ABLE
Cont
ent m
anag
emen
t Di
rect
ory
look
ups
Even
t reg
istr
atio
ns N
onpr
ofit m
anag
emen
t sof
twar
e in
tegr
atio
n Onl
ine
givi
ngPo
rtal
app
licat
ions
Rem
ote
acce
ss to
fund
rais
ing
data
Web
hos
ting/
web
dev
elop
men
tN
ETW
OR
K/C
OM
MUN
ICAT
ION
S SE
RVIC
ES A
VAIL
ABLE
1-to
-1 a
nd “b
last
” bra
nded
em
ail c
omm
unic
atio
nEm
ail
Data
com
mun
icat
ion
Inte
rnet
ser
vice
pro
vide
rN
etw
ork
confi
gura
tion/
supp
ort
SUPP
OR
T/TE
CH
NIC
AL S
ERVI
CES
PR
OVI
DED
Anal
ytic
al re
port
s CD
RO
M/m
ultim
edia
ser
vice
s an
d pr
oduc
tion
Coor
dina
tion
with
cha
rity’s
ass
et m
anag
er Co
rrec
t dat
a se
rvic
es Cu
stom
repo
rt w
ritin
g D
ata
conv
ersi
on D
atab
ase
deve
lopm
ent/
prog
ram
min
g Ed
ucat
ion/
trai
ning
Elec
troni
c su
rvey
s an
d ta
bula
tion
Gift
mat
chin
g se
rvic
es In
tern
et s
olut
ions
Ong
oing
upd
ates
/dai
ly a
dditi
ons
to s
ite On-
site
con
sulti
ng a
nd tr
aini
ng Pr
ojec
t man
agem
ent
Stra
tegi
c te
chno
logy
pla
nnin
g Sy
stem
s in
tegr
atio
n Te
leph
one
supp
ort
Web
dev
elop
men
t W
ebsi
te/t
echn
ical
eva
luat
ion
and
deve
lopm
ent
Wire
less
acc
ess
OPE
RATI
NG
SYS
TEM
S (O
S) T
HAT
SUPP
ORT
THI
S PR
ODU
CT
Unix
Linu
x
Mac
into
sh Nov
ell
Web
bro
wse
r/an
y O
S W
indo
ws
ME
2003
or p
revi
ous
vers
ions
Win
dow
s N
T W
indo
ws
XP W
indo
ws
Vist
a D
ATAB
ASE
PLAT
FOR
MS
SUPP
OR
TED
IBM
DB2
Mic
roso
ft Jc
tM
icro
soft
SQL
Serv
er M
ultip
latfo
rm S
QL
Data
base
Ora
cle
Sun
Mic
rosy
stem
s Sy
base
SQ
L An
ywhe
re VE
RITA
S O
ther
or N
/AM
OST
APP
RO
PRIA
TE A
PPLI
CAB
ILIT
YFo
r sm
all o
rgan
izat
ions
For m
id-s
ize
orga
niza
tions
For l
arge
org
aniz
atio
nsFo
r org
aniz
atio
ns o
f any
siz
e
Gift Story GiftCalcs (PG Calc Incorporated) n n n n n n n n
Gift Works™ Fundraising Software – Premium n n n n n n n n n n n n n n n n
Gift Works™ Fundraising Software – Standard n n n n n n n n n n n n n n n n
GiftWrap & Pooled Fund Organizer n n n n n n n n n n n
GolfMaestro Professional n n n n n n n n n n n n
IATS Donation Processing Service n n n n n n n n
iCMS Acclaim n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
iMIS n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Kimbia n n n n n n n n n n n n n n n n
MaestroWeb n n n n n n n n n n n n n
Major Giving MaGIC n n n n n n n n n n n n n n
MatchMaker FundRaising Software Enterprise n n n n n n n n n n n n n n n n
MatchMaker Fundraising Software Standard n n n n n n n n n n n n n n n n
Membership and Fundraising Suite n n n n n n n n n n n
Millennium n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
MissionAssist n n n n n n n n n n n n n n n
Multicurrency Donation Processing n n n n n n n n n n n n n n n n n n n n n
NOZA Exact Match Screening n n n n n n n n n n
NOZAsearch database of charitable donations n n n n n n n n n n
Orange Leap n n n n n n n n n n n n n n n
The Patron Edge n n n n n n n n n n n n n n n n n n n n n n n n n
Planned Giving MaGIC n n n n n n n n n n n n n n
Planned Giving Manager n n n n n n n n n
PledgeMaker n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
PledgeMaker n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
The Port Social Media Solution n n n n n n n n n n n n n n n n n n n n n n n n n n
Advanc ing Ph i l an th ropy 48 May | June 2009
F u n d r a i s i n g T e c h n o l o g y
The information in these unpaid listingswas provided by the companies(see page 52 for websites)
PRODUCT or SERVICE(Company Name) W
EB-B
ASED
PR
OD
UCT
OR
SER
VIC
EYe
s
No PR
IMAR
Y D
EVEL
OPM
ENT/
MAN
AGEM
ENT
APPL
ICAT
ION
S
Appl
icat
ion
serv
ice
prov
ider
Ab
stra
ct a
naly
sis
Annu
al fu
nd c
ampa
igns
An
nual
giv
ing
Auct
ion
even
t man
agem
ent
Capi
tal c
ampa
igns
Co
rpor
ate
givi
ng
Cred
it ca
rd p
roce
ssin
g Da
ta m
anag
emen
t/an
alys
is/r
epor
ting
Dire
ct m
arke
ting
Dono
r rel
atio
nshi
p m
anag
emen
t Do
nor r
esea
rch/
pros
pect
ID
Endo
wm
ent m
anag
emen
t Ev
ent m
anag
emen
t Gi
ft an
nuity
adm
inis
trat
ion/
cont
ract
s Go
vern
men
t rel
atio
ns/a
dvoc
acy
Gran
t mak
ing
and/
or g
rant
trac
king
In
form
atio
n on
foun
datio
ns/p
rosp
ects
In
tern
et s
ervi
ces
Mai
ling
list m
anag
emen
t M
ajor
-gift
man
agem
ent
Maj
or-g
ift m
arke
ting
Mat
chin
g-gi
ft m
anag
emen
t M
embe
rshi
p/al
umni
man
agem
ent
Onl
ine
auct
ions
/raf
fles
Onl
ine
even
ts re
gist
ratio
n/m
anag
emen
t
Portfolio (Amergent) n n n n n n n n n n n n n n n n n n n n n n n
Power Site Factory (Yfactor) n n n n n n n n n n n n n
Prospect Research Online (iWave Information Systems Inc.) n n n n n n n n n
Qbase Fundraising Manager (Qbase) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Qgiv Online Donations (Qgiv Inc.) n n n n n n n n
The Raiser’s Edge (Blackbaud Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
ReadySetAuction (Arsetta Inc.) n n n n n
ResultsPlus (Metafile Information Systems Inc.) n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 50 (Sage) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 100 (Sage) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 100–Rainbow Edition (Sage) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Sage MIP Fund Accounting (Sage) n n n n n n n n n n n n n n n n n n
Serenic DonorVision (Serenic Software) n n n n n n n n n n n n n n n n n n n n n n n n n
Social Network Analysis (HEP Development Services) n n n n n
Sphere (Blackbaud Inc., Kintera Division) n n n n n n n n n n n n n n n n n n n
StratusLIVE CRM for Fundraisers (StratusLIVE LLC) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
The Databank (thedatabank inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
TMG Profile® (Tackle Marketing Group Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Total Info (Easy-Ware Corporation) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Tournament-Tracker® (Northwest Software Technologies Inc.) n n n n n n n n n n n n n n n n n n
Trio Community Builder (Click & Pledge) n n n n n n n n n n n n n n n n n n n
Trio Content Management System (Click & Pledge) n n n n n n
Trio Donor Management System (Click & Pledge) n n n n n n n n n n n n n n n n n n n n n n n
Trio Payment System Online Fundraising (Click & Pledge) n n n n n n n n n n n n n n n n n n n n n n n
Wealth Tracker (HEP Development Services) n n n n n n
WebService (WealthEngine.com) n n n n n n n n n n n n n n n n n n n n
Wild Apricot (BonaSource Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n
YourMembership.com (YourMembership.com Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
www.afpnet.org 49 Advancing Phi lanthropy
WEB
-BAS
ED P
RO
DUC
T O
R S
ERVI
CE
Yes
No PR
IMAR
Y D
EVEL
OPM
ENT/
MAN
AGEM
ENT
APPL
ICAT
ION
S
Appl
icat
ion
serv
ice
prov
ider
Ab
stra
ct a
naly
sis
Annu
al fu
nd c
ampa
igns
An
nual
giv
ing
Auct
ion
even
t man
agem
ent
Capi
tal c
ampa
igns
Co
rpor
ate
givi
ng
Cred
it ca
rd p
roce
ssin
g Da
ta m
anag
emen
t/an
alys
is/r
epor
ting
Dire
ct m
arke
ting
Dono
r rel
atio
nshi
p m
anag
emen
t Do
nor r
esea
rch/
pros
pect
ID
Endo
wm
ent m
anag
emen
t Ev
ent m
anag
emen
t Gi
ft an
nuity
adm
inis
trat
ion/
cont
ract
s Go
vern
men
t rel
atio
ns/a
dvoc
acy
Gran
t mak
ing
and/
or g
rant
trac
king
In
form
atio
n on
foun
datio
ns/p
rosp
ects
In
tern
et s
ervi
ces
Mai
ling
list m
anag
emen
t M
ajor
-gift
man
agem
ent
Maj
or-g
ift m
arke
ting
Mat
chin
g-gi
ft m
anag
emen
t M
embe
rshi
p/al
umni
man
agem
ent
Onl
ine
auct
ions
/raf
fles
Onl
ine
even
ts re
gist
ratio
n/m
anag
emen
t
Onl
ine
fund
ing
reso
urce
O
nlin
e fu
ndra
isin
g/do
natio
ns/r
egis
trat
ion
Out
com
e m
anag
emen
t Pl
anne
d-gi
fts a
dmin
stra
tion
Plan
ned-
gifts
mar
ketin
g Pl
anne
d-gi
fts c
alcu
latio
ns/p
ropo
sals
Pl
edge
man
agem
ent
Recu
rrin
g-gi
fts m
anag
emen
t Sp
onso
r-bas
ed p
ledg
e ev
ent m
anag
emen
t Vo
lunt
eer m
anag
emen
t/op
port
uniti
es
PRIM
ARY
OFF
ICE
MAN
AGEM
ENT
APPL
ICAT
ION
S
1-to
-1 a
nd “b
last
” bra
nded
em
ail c
omm
unic
atio
nBu
lk m
ailin
g/ba
r cod
ing
Cont
act m
anag
emen
t Cr
edit
card
pro
cess
ing
Dono
r dat
abas
e m
anag
emen
t Em
ail,
rem
inde
rs
Even
t adm
inis
trat
ion
and
mar
ketin
g Fu
ndra
isin
g se
rvic
e/da
taba
se
Mai
l mer
ge
Ord
er p
roce
ssin
g an
d/or
inve
ntor
y co
ntro
l Pr
ojec
t man
agem
ent
Pros
pect
ass
ignm
ent m
anag
emen
t St
atis
tical
repo
rtin
g W
eb c
onte
nt m
anag
emen
t W
ebsi
te in
tegr
atio
n PR
IMAR
Y AC
CO
UNTI
NG
/FIN
ANC
IAL
SERV
ICES
APP
LIC
ATIO
NS
Acco
unts
pay
able
Ac
coun
ts re
ceiv
able
Al
loca
tions
/allo
catio
n m
anag
emen
t Au
tom
ated
IRS
rece
ipts
Bu
dget
ing
Cash
rece
ipts
/cas
h m
anag
emen
t Ch
arita
ble
dedu
ctio
ns/P
V ca
lcul
atio
ns
Cred
it ca
rd p
aym
ent p
roce
ssin
g Da
ta c
onso
lidat
ion
Dona
tion
man
agem
ent
Encu
mbr
ance
acc
ount
ing
Fina
ncia
l rep
ortin
gFi
xed
asse
ts
Fund
acc
ount
ing
Futu
re p
lann
ed-g
ifts
colle
ctio
n/tr
acki
ng/r
epor
ting
Gene
ral l
edge
rGi
ft an
nuity
adm
inis
trat
ion
Inte
rfac
e w
ith a
ccou
ntin
g pr
ogra
ms/
Qui
ckbo
oks
P o r t f o l i o – Yo u r M e m b e r s h i p . c o m
Portfolio (Amergent) n n n n n n n n n n n n n n n n n n n n n n n
Power Site Factory (Yfactor) n n n n n n n n n n n n n
Prospect Research Online (iWave Information Systems Inc.) n n n n n n n n n
Qbase Fundraising Manager (Qbase) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Qgiv Online Donations (Qgiv Inc.) n n n n n n n n
The Raiser’s Edge (Blackbaud Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
ReadySetAuction (Arsetta Inc.) n n n n n
ResultsPlus (Metafile Information Systems Inc.) n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 50 (Sage) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 100 (Sage) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 100–Rainbow Edition (Sage) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Sage MIP Fund Accounting (Sage) n n n n n n n n n n n n n n n n n n
Serenic DonorVision (Serenic Software) n n n n n n n n n n n n n n n n n n n n n n n n n
Social Network Analysis (HEP Development Services) n n n n n
Sphere (Blackbaud Inc., Kintera Division) n n n n n n n n n n n n n n n n n n n
StratusLIVE CRM for Fundraisers (StratusLIVE LLC) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
The Databank (thedatabank inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
TMG Profile® (Tackle Marketing Group Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Total Info (Easy-Ware Corporation) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Tournament-Tracker® (Northwest Software Technologies Inc.) n n n n n n n n n n n n n n n n n n
Trio Community Builder (Click & Pledge) n n n n n n n n n n n n n n n n n n n
Trio Content Management System (Click & Pledge) n n n n n n
Trio Donor Management System (Click & Pledge) n n n n n n n n n n n n n n n n n n n n n n n
Trio Payment System Online Fundraising (Click & Pledge) n n n n n n n n n n n n n n n n n n n n n n n
Wealth Tracker (HEP Development Services) n n n n n n
WebService (WealthEngine.com) n n n n n n n n n n n n n n n n n n n n
Wild Apricot (BonaSource Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n
YourMembership.com (YourMembership.com Inc.) n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Advanc ing Ph i l an th ropy 50 May | June 2009
F u n d r a i s i n g T e c h n o l o g y
PRODUCT or SERVICE Inve
ntor
y m
anag
emen
t Pl
anne
d-gi
fts ta
x re
port
ing
Plan
ned-
gifts
cal
cula
tors
/cha
ritab
le d
educ
tions
Prog
ram
bud
getin
g/tr
acki
ng/r
epor
ting
Purc
hase
ord
ers
Tax
form
s/FA
SB Trus
t acc
ount
ing
Valu
atio
ns Web
-bas
ed re
port
ing
UPG
RAD
ES A
VAIL
ABLE
(IF
APPL
ICAB
LE)
Yes
No UPG
RAD
ES A
ND
/OR
UPD
ATES
INC
LUD
ED IN
MAI
NTE
NAN
CE/
SUPP
OR
T AG
REE
MEN
T (IF
APP
LIC
ABLE
) Ye
s
No WEB
SITE
SER
VIC
ES A
VAIL
ABLE
Cont
ent m
anag
emen
t Di
rect
ory
look
ups
Even
t reg
istr
atio
ns N
onpr
ofit m
anag
emen
t sof
twar
e in
tegr
atio
n Onl
ine
givi
ngPo
rtal
app
licat
ions
Rem
ote
acce
ss to
fund
rais
ing
data
Web
hos
ting/
web
dev
elop
men
tN
ETW
OR
K/C
OM
MUN
ICAT
ION
S SE
RVIC
ES A
VAIL
ABLE
1-to
-1 a
nd “b
last
” bra
nded
em
ail c
omm
unic
atio
nEm
ail
Data
com
mun
icat
ion
Inte
rnet
ser
vice
pro
vide
rN
etw
ork
confi
gura
tion/
supp
ort
Portfolio n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Power Site Factory n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Prospect Research Online n n n n n n n n n n
Qbase Fundraising Manager n n n n n n n n n n n n n n n n n n n n n
Qgiv Online Donations n n n n n n n n n n n
The Raiser’s Edge n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
ReadySetAuction n n n n n n n n n n n n n n n n
ResultsPlus n n n n n n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 50 n n n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 100 n n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 100–Rainbow Edition n n n n n n n n n n n n n n n n n n n n n n
Sage MIP Fund Accounting n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Serenic DonorVision n n n n n n n n n n n n n n n n n n n n n n
Social Network Analysis n n n n n n n n
Sphere n n n n n n n n n n n n n n n n n n n n n n
StratusLIVE CRM for Fundraisers n n n n n n n n n n n n n n n n n n n n n n n n n n n n
The Databank n n n n n n n n n n n n n n n n n n n
TMG Profile® n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Total Info n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Tournament-Tracker® n n n n n n n n n n n n n n n n n n n n n n n n n
Trio Community Builder n n n n n n n n n n n n n n n n n n n n n n n
Trio Content Management System n n n n n n n n n n n n n n n n n
Trio Donor Management System n n n n n n n n n n n n n n n n n
Trio Payment System Online Fundraising n n n n n n n n n n n n n n n n n n n n
Wealth Tracker n n n n n n n n n n n n
WebService n n n n n n n n n n n n n n n n n n n
Wild Apricot n n n n n n n n n n n n n n n n n n n n
YourMembership.com n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
www.afpnet.org 51 Advancing Phi lanthropy
SUPP
OR
T/TE
CH
NIC
AL S
ERVI
CES
PR
OVI
DED
Anal
ytic
al re
port
s CD
RO
M/m
ultim
edia
ser
vice
s an
d pr
oduc
tion
Coor
dina
tion
with
cha
rity’s
ass
et m
anag
er Co
rrec
t dat
a se
rvic
es Cu
stom
repo
rt w
ritin
g D
ata
conv
ersi
on D
atab
ase
deve
lopm
ent/
prog
ram
min
g Ed
ucat
ion/
trai
ning
Elec
troni
c su
rvey
s an
d ta
bula
tion
Gift
mat
chin
g se
rvic
es In
tern
et s
olut
ions
Ong
oing
upd
ates
/dai
ly a
dditi
ons
to s
ite On-
site
con
sulti
ng a
nd tr
aini
ng Pr
ojec
t man
agem
ent
Stra
tegi
c te
chno
logy
pla
nnin
g Sy
stem
s in
tegr
atio
n Te
leph
one
supp
ort
Web
dev
elop
men
t W
ebsi
te/t
echn
ical
eva
luat
ion
and
deve
lopm
ent
Wire
less
acc
ess
OPE
RATI
NG
SYS
TEM
S (O
S) T
HAT
SUPP
ORT
THI
S PR
ODU
CT
Unix
Linu
x
Mac
into
sh Nov
ell
Web
bro
wse
r/an
y O
S W
indo
ws
ME
2003
or p
revi
ous
vers
ions
Win
dow
s N
T W
indo
ws
XP W
indo
ws
Vist
a D
ATAB
ASE
PLAT
FOR
MS
SUPP
OR
TED
IBM
DB2
Mic
roso
ft Jc
tM
icro
soft
SQL
Serv
er M
ultip
latfo
rm S
QL
Data
base
Ora
cle
Sun
Mic
rosy
stem
s Sy
base
SQ
L An
ywhe
re VE
RITA
S O
ther
or N
/AM
OST
APP
RO
PRIA
TE A
PPLI
CAB
ILIT
YFo
r sm
all o
rgan
izat
ions
For m
id-s
ize
orga
niza
tions
For l
arge
org
aniz
atio
nsFo
r org
aniz
atio
ns o
f any
siz
e
Inve
ntor
y m
anag
emen
t Pl
anne
d-gi
fts ta
x re
port
ing
Plan
ned-
gifts
cal
cula
tors
/cha
ritab
le d
educ
tions
Prog
ram
bud
getin
g/tr
acki
ng/r
epor
ting
Purc
hase
ord
ers
Tax
form
s/FA
SB Trus
t acc
ount
ing
Valu
atio
ns Web
-bas
ed re
port
ing
UPG
RAD
ES A
VAIL
ABLE
(IF
APPL
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Even
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tegr
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Rem
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com
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Inte
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pro
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etw
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confi
gura
tion/
supp
ort
Portfolio n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Power Site Factory n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Prospect Research Online n n n n n n n n n n
Qbase Fundraising Manager n n n n n n n n n n n n n n n n n n n n n
Qgiv Online Donations n n n n n n n n n n n
The Raiser’s Edge n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
ReadySetAuction n n n n n n n n n n n n n n n n
ResultsPlus n n n n n n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 50 n n n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 100 n n n n n n n n n n n n n n n n n n n n n n
Sage Fundraising 100–Rainbow Edition n n n n n n n n n n n n n n n n n n n n n n
Sage MIP Fund Accounting n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Serenic DonorVision n n n n n n n n n n n n n n n n n n n n n n
Social Network Analysis n n n n n n n n
Sphere n n n n n n n n n n n n n n n n n n n n n n
StratusLIVE CRM for Fundraisers n n n n n n n n n n n n n n n n n n n n n n n n n n n n
The Databank n n n n n n n n n n n n n n n n n n n
TMG Profile® n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Total Info n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
Tournament-Tracker® n n n n n n n n n n n n n n n n n n n n n n n n n
Trio Community Builder n n n n n n n n n n n n n n n n n n n n n n n
Trio Content Management System n n n n n n n n n n n n n n n n n
Trio Donor Management System n n n n n n n n n n n n n n n n n
Trio Payment System Online Fundraising n n n n n n n n n n n n n n n n n n n n
Wealth Tracker n n n n n n n n n n n n
WebService n n n n n n n n n n n n n n n n n n n
Wild Apricot n n n n n n n n n n n n n n n n n n n n
YourMembership.com n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n n
P o r t f o l i o – Yo u r M e m b e r s h i p . c o m
Advanc ing Ph i l an th ropy 52 May | June 2009
The Active Networkwww.activegiving.comwww.activenetwork.comwww.activeendurance.com
Access International www.accessint.com
Advanced Solutions International Inc.www.advsol.com
Agilon LLCwww.myagilon.com
Amergentwww.amergent.com
Arsetta Inc.www.readysetauction.com
Artez Interactivewww.artez.com
Auctionpay Inc.www.auctionpay.com
Blackbaud Inc.www.blackbaud.com
BonaSource Inc.www.wildapricot.com
Cascade Data Solutionswww.donationdirector.com/ap
Click & Pledgewww.clickandpledge.com
ClickSquaredwww.clicksquared.com
cMarket Networkwww.cmarket.com
Convio Inc.www.convio.com
Crescendo Interactive Inc.www.crescendointeractive.com
CrestWare Inc. www.barcodedauctions.com
Crown Philanthropic Solutions, LLC www.donorfirst.org
Cventwww.cvent.com
Donor Strategies Inc.www.donorstrategies.com
Donor2/Campus Management Corp.www.donor2.com
Easy-Ware Corporationwww.easy-ware.com
Freelanthropy.com LLCwww.freelanthropy.com
FundRaiser Softwarewww.fundraisersoftware.com
Future Focuswww.futurefocus.net
HEP Development Serviceswww.hepdata.com
Heritage Designswww.matchmakerfrs.com
IATSwww.iats.ticketmaster.com
iml www.imlaudienceresponse.com
iWave Information Systems Inc.www.iwave.com
Kimbia Software Inc.www.kimbia.com
Linked Softwarewww.linkedsoftware.com
MaestroSoft Inc.www.maestrosoft.com
MaGIC Inc.www.majorgifts.net
Metafile Information Systems Inc.www.resultsplussoftware.com
Metasoft Systems Inc.www.foundationsearch.comwww.meta-soft.com
Mission Research Inc. www.missionresearch.com
MoonFire Corporationwww.dialvision.com
Northwest Software Technologies Inc.www.nwsoftware.com
NOZA Inc.www.nozasearch.com
Nuverb Systems Inc. www.nuverb.com
Orange Leapwww.orangeleap.com
PacNet Services Ltd.www.pacnetservices.com
PG Calc Incorporatedwww.pgcalc.com
Plus Threehttp://plusthree.com
The Port Network Inc.www.theport.com
Qbasewww.qbasefundraising.com
Qgivwww.qgiv.com
ResourceOne Technologies Corporationwww.rotechnologies.com
RuffaloCODYwww.ruffalocody.com
Sagewww.sagenonprofit.com
Serenic Software Inc.www.serenic.com
SofterWare Inc.www.donorperfect.com
SofTrek Corporationwww.softrek.com
StratusLIVE LLCwww.stratuslive.com
Tackle Marketing Group Inc. www.tacklemarketing.com
Telosa Software Inc.www.telosa.com
thedatabank inc.www.thedatabank.com
TowerCare Technologies Inc.www.towercare.com
WayCool Software Inc.www.waycoolsw.com
WealthEngine.comwww.wealthengine.com
Yfactor Inc. www.yfactor.com
YourMembership.com Inc. www.yourmembership.com
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