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PROPOSAL PREPARED FOR

INSERT COMPANY LOGO HERE

INSERT NAME OF COMPANY HERE

Request for Proposal Response

May 18, 2023Table of Contents

1. DonorPerfect Introduction.....................................................................12. Executive Summary..............................................................................33. New Client Implementation Steps and Timeframes..............................44. Description of Training Plan..................................................................55. Additional Training Options...................................................................76. Description of Support Plan..................................................................87. Inventory of Included Features and Tools.............................................98. Inventory of Included Optional Features and Services.......................119. Company Profile..................................................................................13

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Confidential DonorPerfect Proposal for INSERT COMPANY NAME HERE

1. DONORPERFECT INTRODUCTION

Proven Software, Proven ResultsAs a nonprofit organization, nothing is more critical to the success of your mission than growing your relationships with donors, volunteers, foundations and other constituents. For over 20 years, DonorPerfect has given development staff and executives the tools they need to achieve these fundraising goals. Both internal and industry studies have proven this time and again:

DonorPerfect clients average over 21% fundraising increases during first year of use! DonorPerfect clients raise 17% more than other nonprofits!* DonorPerfect clients save hundreds of administrative hours per year! Our clients report doubling and tripling their donor database!

*Based on Giving USA Foundation Average

“In the first year, we increased gifts over 80%! After two years, we more than doubled our donor database. DonorPerfect is a MUST for people who need to know their donors better and maximize their fundraising.”

Jack Kalla, AISH

Our solutions are successful because they work the way your nonprofit works.

Flexible Constituent Relationship ManagementTrack and manage unlimited data for all your constituents in one easily customized database. With sophisticated yet simple tools for linking related records, coding and filtering donor attributes, and controlling access to your data, you can finally have a centralized information resource that meets the unique needs of your organization.

Targeted Fundraising EffortsReach the right people with the right message! From generating targeted solicitations to keeping notes on potential major donors, DonorPerfect provides the tools for communicating, tracking and managing your campaigns and results.

Comprehensive Donation ProcessingNo matter the gift type or method of donation, DonorPerfect provides a fast and accurate process for entering, recognizing and managing every gift and pledge.

Powerful Reports, Analysis & Executive ReportingUse our many pre-designed reports to track donors, uncover hidden trends, refine solicitation activities and analyze your results. You can also easily modify and create your own unique, professional reports with our Custom Report Writer.

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Best-of-Breed Third Party IntegrationSince there are many specialized tools in the market that focus on unique aspects of donor management, DonorPerfect partners with other leading firms to provide a ‘best of breed’ solutions. These integrations include interfaces to all major accounting systems, wealth screening tools, auction systems, sponsored event tools, web content management, email tracking, payment processing, legacy databases, your website and much more! These partnerships and integrations save administrative time, help raise more funds and add value to the database.

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2. EXECUTIVE SUMMARY

ORGANIZATION NAME Proposed DonorPerfect System

System Benefits SummaryBased upon our conversations, the software demonstration and the data provided, we agreed that the primary objectives for your organization are as follows:

Implement a user-friendly, easy to learn system designed to effectively manage donor relationships.

Allow you to identify top donors and giving trends. Allow you to research members and donors wealth. Fully integrated online giving and registration in to one central location Target the right constituents with the appropriate messages Enable all staff to effectively contribute to database maintenance Ensure that constituents don’t receive duplicate mailings Have a single history of contacts and financial transactions Customize for your organizations specific needs Better Manage Direct Mail Campaigns Better Manage Major Donor Cultivation Better Manage Capital Campaigns Better Manage Endowments Better Manage Grants Better Manage Planned Giving Programs Better Manage Special Events Better Track Volunteers and Events Better Manage Annual Giving Drives Better Manage Telethons Increase fundraising revenues Reduce administrative time and effort Reduce operational costs Automate time consuming/manual tasks

All of these development goals can be achieved by implementing DonorPerfect’s Constituent Relationship Management Software for donor management and fundraising.

Return on Investment

Based upon our discussions and a comparison of some key statistics from your organization to the average growth and savings experienced by our client base, I submit that your investment in DonorPerfect will be both fiscally prudent and financially rewarding.

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3. NEW CLIENT IMPLEMENTATION STEPS AND TIMEFRAMES

To ensure a smooth and successful implementation your regional account manager will be your main contact.

Steps to Implementation Estimated Time FrameSign Proposal, Initial Payment Received by SofterWare Inc

Today – See Attached Proposal

Screen Layout Appointment * Weeks 1 – 2Screen Layout Setup 1 – 5 Business Days after Screen

Layout AppointmentScreen Layout Approval * Weeks 2 – 3Delivery & Activation(Without Data Conversion)

Weeks 2 – 3

Data Mapping Appointment * Weeks 3 – 4Data Conversion Weeks 4 – 8Additional Services and Modules Weeks 4 – 8Delivery & Activation(With Data Conversion)

Weeks 4 – 8

* Client Action Required To Proceed

Throughout the implementation process you will be in contact with members of the implementation department responsible for specific areas of your set up. These individuals will be assigned and communicated to you upon acceptance of this agreement.

Our Promise to YouWe promise a professional and timely implementation experience. You will always have:

Someone to speak with to answer your questions at every step of the way A DonorPerfect system delivered to your specifications and satisfaction.

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4. DESCRIPTION OF TRAINING PLAN

Your annual training subscription entitles you to explore the entire DonorPerfect webinar curriculum. Classes occur multiple times per month and can be attended by an unlimited number of staff members from your organization.

These instructor-led virtual classes use the Internet to provide a convenient and cost-effective group learning experience. You participate from your computer at your own office, home or anywhere via the Internet. You'll be provided a web address and sign-in that allow you to join the class at the scheduled date and time. Once you've signed-in, a live trainer guides the class using both a slide show and full running version of our software. You can ask questions via "live chat" and have them answered in real time — just as if you were in a classroom! With the Live & Recorded Webinar subscription, you can view recorded versions of the webinars as a refresher 24 hours a day, 7 days a week.

Here is a list of current webinar offerings accessible as part of your Webinar Subscription.

"THE BASICS”INTRODUCTORY WEBINAR SERIESSession 1 - Names and AddressesQuick Tour • Adding Donors • BackupsSession 2 – Gift ProcessingAdding Gifts • Quick Entry • Merging Thank You LettersSession 3 – Pledges & Advanced Data EntryPledge Entry & Reminders • Split Gifts • Gift Links • Address/Sal OptionsSession 4 - Reports and FiltersReport Overview • Selection Filters • Creating a Mailmerge

CUSTOMIZING YOUR SYSTEMSee How Easily You Can Modify Your System To Better Suite Your Needs.Understanding DP Design • Donor vs. Gift Data • Adding Fields • Field Types • Field Characteristics • Code Maintenance • Searching and Sorting • Code Options • Screen Editing • Field Placement • Field Formatting • Data Maintenance Tips • Flexible Info Generator • Browsing Records • Global Field Replacement

THE DATABASE DOCTORCovers Basic Principles Of Coding Donors And Gifts.Symptoms of an Ailing Database • Decoding Codes • Global Change • Global Delete • Changing the Data Structure • Organizing Screens • Duplicate Maintenance

PLEDGE CAMPAIGNSVital Information, If Pledges Are A Key Element Of Your Fundraising Efforts.Soliciting Pledges • Recording the Pledge • Applying Payments • Running Reminders • Forecasting Results • Reporting Results • Write-offs

MANAGING GRANTSEffective Ways Of Tracking Your Funders, Grant Proposals, Reports And Deadlines!Using the Contact Manager • Foundation Records • Key Grant Tracking Fields • Proposal Setup • Contact Manager Report • Updating Your Grant • Tracking Funds Received

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MANAGING MEMBERSHIPKEY REPORTS AND FEATURES OF THE MEMBERSHIP MODULEKey Membership Fields • Entering members and gifts • Auto-Updating Features • Membership Categories • Sending Renewals • Membership Reports • Membership Roster • Membership Status • Upgrade/Downgrade • Lapsed Members

SPECIAL EVENTS MANAGEMENTLearn About The Features And Reports Available For Your Events- Golf, “A-Thons”, Galas And MoreCreating Event Codes • Banquet/Team/Auctions Events Overview, Reports • Event Gift Entry • Quick Seat/Team Assignment • Sponsored Events Overview, Sponsor Reports, Sponsor Data Entry

YEAR END PROCEDURESThis Session Can Help You Transition Into The New Year With ConfidenceDefining the Fiscal Year • Year-end Procedures • End-of-Year Statements • Useful Year-end Reports • Income Analysis • Statistical Analysis • Cross • Donor Recognition Levels • Year-end Maintenance

MAIL MERGELearn How To Create Your Merge Document, Generate A Merge File And Produce Any Type Of Personalized Communication.Creating/naming merge documents • Producing merge files • Getting the right data • The merge process • Using functions for better results

IMPORT MODULEDiscover Tips For Expanding Your Constituent Database!What is an Import? • Setting up the File • Adding vs. updating data in DP • Advanced Import Tools • Common errors

THE LOGIC OF FILTERSUnlock The Power Of Your Database: Learn How To Build, Save, And Use Simple And Advanced Filters!What Field - What File • Flags and Multi-coded Fields • Conditions for multi- and single-coded fields • Building and Saving Filters • Basic and Advanced Comparisons • ANDs and Ors

MORE FILTERS & CALCULATIONSExplore More Complex Filters And Calculations For Reports And Merges.Tagging records • Comparing fields in Selection Verification • Autocalcs and UTOTs • Using calculated fields in reports

PASSWORDS AND MULTI-USER OPTIONSWe’ll Help You Tailor DonorPerfect For Each Of The Users In Your Organization.Different People - Different Roles • Passwords and Security • Tracking changes • Controlling codes • Limiting Access • Groups and Per-user Customizations • Appearance • Personal reports and filters • Personal defaults • Word Processing and merge files

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5. ADDITIONAL TRAINING OPTIONS

In addition to your unlimited webinar subscription, your proposal may include one or more than one of the following training options. Many of these offerings are customized for your organization and use your unique data to conduct the trainings. If you would like to add any of these items to your proposal, please contact me. Remember, you can enroll in any of these classes at any time by visiting www.donorperfect.com/training.

ADDITIONAL TRAINING OPTION: REGIONAL CLASSES COSTHands-on classes held in various US locations. Meet other users in a face-to-face group learning setting for those who want a broad expansion of skills and knowledge

$350 per day

ADDITIONAL TRAINING OPTION: ON-SITE TRAINING COSTPersonalized training with our instructor at your office. Train your entire staff at the same time on a version of the system that uses your data and matches what they will encounter on a daily basis.

$1,095 per day plus traveling expenses

ADDITIONAL TRAINING OPTION: VIRTUAL ON-SITE TRAINING COSTIndividual or group training tailored to your organizations needs presented via remote desktop software and telephone. Useful for very customized systems and for supplementing class and webinar training.

$125 per hour

ADDITIONAL TRANING OPTION: TRAINING AT SOFTERWARE HQ COSTLearn at our office in our training facility with a customized training session. While you’re here, meet the staff and share your suggestions!

$150 per hour / $1,095 per day

ADDITIONAL TRANING OPTION: STARTUP TRAINING PACKAGECOST

This package provides new clients with a strong foundation right from the start. It combines the “Basics” introductory webinars with one-on-one training to provide general product knowledge and meet your unique needs!

$440

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6. DESCRIPTION OF SUPPORT PLAN

Your support plan is the best way to protect and enhance your software investment. Clients who take advantage of our excellent support plans tell us that they use DonorPerfect more effectively, and consistently report higher satisfaction. Our support also helps allow for smoother staff turnover and transitions. Plus, you’ll have unique benefits, such as access to our online user communities, where you can share your ideas and maximize your use of your new fundraising CRM system.

LIVE CUSTOMER SUPPORT PREMIUM FULL MAINTENANCEPhone Support (800 #) (Regular #) Not Available

FAX Support (800 #) (Regular #) Not Available24 Hour Emergency PagerNotification (USA/Canada Clients Only) Not Available Not Available

Emergency Phone Interrupt Not Available Not AvailableRemote Access Support Not AvailableEmail Support Not AvailableSUPPORT AVAILABILITY

Telephone Support Hours:Monday - Friday:8:30am - 8:00pm

Eastern Time + 24 Hour Pager

Monday - Friday:8:30am - 8:00pm

Eastern TimeNot Available

Guaranteed Maximum Time to Call Back: 2 Hours or less Same Day or 1 Business Day

PRODUCT UPDATESProduct Updates & EnhancementsPre-Release Enhancements Not Available Not AvailableCustomized Revisions Not Available Not AvailableADDITIONAL SUPPORT SERVICESThird Party Product Support Not Available Not AvailableCustom Report Creation Assistance Additional Charge Additional ChargeUser MeetingsE-TipsNewslettersUser ForumClients Only Web SiteClient Satisfaction LiaisonCall the President HotlineACCESS TO OTHER SERVICESAccess to Customized Programming Not AvailableAccess to Data Services 10% SurchargeAccess to Training 10% Surcharge

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7. INVENTORY OF INCLUDED FEATURES AND TOOLS

Your DonorPerfect System comes standard with the following feature set designed to help your nonprofit further its fundraising mission.

Flexible, Easy to Use Constituent Relationship Management Enter, track and manage multiple categories of constituents: Donors Volunteers Members Prospects Board Members Special Event Participants Foundations, Corporations and

more

Targeted Fundraising Efforts Organize and administrate multiple fundraising campaigns including: Direct Mail Capital Campaigns Major Donor Annual Giving Campaign Development Telethons Grants, Endowments Special Events Planned Giving and more

Comprehensive Donation ProcessingRecord, report and receipt for all relevant giving and member information: Gifts Gifts-in-Kind Pledges Memberships Soft credits Online Donations Tributes Credit Card Payments Matching Gifts Bank Drafts Sponsorships and more

Powerful Reports, Analysis & Executive ReportingIncrease efficiency by accurately reporting on constituent and giving information, segmented by any factor you need. Standard reports that can be modified using filters and selection criteria to create hundreds of unique reports. Popular reports include, but are not limited to: Comprehensive Executive

Summary LYBUNT / SYBUNT

Re-activated Donors Multiple Gifts Many more Solicitation Analysis

Quick Donor and Gift EntryAdd new individuals and organizations to your database quickly and easily with our quick entry tool that automatically scans your database for potential duplicates.

Outlook IntegrationEnhanced email and calendar integration with Outlook. Each email is automatically recorded and saved in the donor’s Contact History and includes the subject, sender, and body of the email message. Past emails and emails created outside the system can also be attached to a record. And, next time you schedule a meeting or follow-up activity with a prospective donor, you can automatically record the appointment in your Outlook calendar using the information you’ve already entered as a DonorPerfect contact record.

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Event ManagementMaintain a complete profile of your constituents and transform event attendees from potential donors into contributors. Use this tool to: Manage various types of events

(e.g., Dinners, Auctions, Golf Outings) Handle table sponsorships

and complimentary tickets Track event-related expenses Collect detailed attendee and

guests information Produce invitations and track

invitation history Coordinate table and team

assignments Process payments Integrate directly with WebLink

for registrations Organize Silent

Auctions and Winning Bids Analyze response rates and

generated income

Moves ManagementWork strategically with your constituency to build strong, lasting relationships (and raise more money) through a series of planned ‘moves’ for each constituent. Create plans with an unlimited number of actions, set campaign goals, track solicitor assignment and progress, auto-schedule future tasks, analyze campaign status and much more.

Custom Report WriterEasily modify standard reports or design your own. These reports can be saved, modified and used again

Data Export ToolDonorPerfect allows you to export demographic and transactional (gift & pledge) data to Excel for manipulation, analysis, graphing and use in home-grown reports. Exporting is a simple process. The export function uses a template library, a field selector and a filter to ensure that the data you export is the data you want. Dozens of pre-fab filters and templates, along with the ability to create your own, allow you to generate hundreds of unique reports.

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8. INVENTORY OF OPTIONAL FEATURES AND SERVICES

Additional Software Modules

Accounting InterfaceInterface to QuickBooks, Peachtree, MIP, Cougar Mountain and other nonprofit accounting systems. Gift transactions are easily summarized by your Chart of Accounts categories and posted automatically to your existing General Ledger system

Broadcast Email Marketing & Communication Expand your email database, create and send professional HTML e-mail newsletters, solicitations or constituent alerts, and measure the success of your campaigns

Donation Processing ToolsEZ-EFT - Automate the process of collecting recurring or one-time pledges by credit card or bank draft. Simply enter the donor's payment information once as part of their pledge. The donor's data is securely stored at a PCI-certified gateway hosting facility, so no sensitive data needs to be stored in your computers or offices. With just a few mouse-clicks each pledge payment cycle, EZ-EFT sends, processes and posts every donation.

Insta-Charge - Provides integrated credit card processing for one-time donations directly from within DonorPerfect. Account information is instantly validated, and there is no need for a credit card terminal or double entry of data.

Gift ScanningUse hand-held OCR scanner to scan in donations from remittance card. It eliminates manual entry, and improves data entry speed and accuracy.

Import ModuleThe Import Module makes it easy to import new records or update existing records. With this module, you can import and update names and mailing addresses, phone numbers and email addresses, gifts and codes, and pledges, including pledge payments.

Online Donations, Event Registrations, Memberships, and Web Form Integration with WebLinkSupercharge your website and eliminate data entry with WebLink, a web-based system for creating and managing virtually any type of online data collection or donation transaction form. These forms are personalized to collect exactly the data you want. You can even offer secure credit card and back draft payment processing. Collected data can be easily reviewed through WebLink's administrative tools, then quickly imported into DonorPerfect.

Social Network Fundraising with DonorPagesTap into the passion of your constituents by helping them reach out to their friends, families and colleagues in support of your mission. Utilizing the latest Web 2.0 technologies, DonorPages enables nonprofits to create an event website portal where their supporters can easily create their own individualized web pages and invite their social network to donate online, register for an event, sign a petition and more!

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Additional Data Enhancement Services

Data Conversion, Transfer and Mapping Data TransferFast, reliable and convenient fundraising data conversion and consolidation from virtually any other software format. We have the tools and experience to get the job done right! In addition to the importing of client data, our data conversion services often include Database Combination, Establishment of Coding Consistency and other types of data clean up as needed.

Wealth Engine Advanced Wealth ScreeningWealthEngine's state-of-the-art wealth screening tools provide invaluable data on donor giving capacity from more than 27 top data sources. Wealth scoring data is integrated within DonorPerfect to assist with targeting and segmenting for major gifts, planned giving, and annual fund campaigns.

Email Append ServiceUpdate your database by adding email addresses to all records with publicly available email addresses. This additional contact information is useful for low-cost, email-based communication and online fundraising campaigns.

Improve the Accuracy of Donor Phone Numbers Our phone number appending service compares your names & addresses with a national database of households compiled from numerous sources. Missing or different phone numbers will be added to the numbers maintained for each record.

NCOA Processing and CASS Certification Update your records with the latest information from the National Change of Address (NCOA) database and ensure that your data is CASS-certified (Coding Accuracy Support System) according to US Postal Service standards. These services will save you time and money by significantly reducing postage costs and undeliverable mail.

Employer Matching Gifts from HEPThousands of companies in the U.S. maintain matching gifts programs. If you aren’t aware of which companies match employee donations, you may be missing out on a significant amount of available money. We’ve partnered with the leading manager of matching gift data to provide two great services to increase matching gifts.

Improve Targeting with Additional Demographic Data Our Basic Prospect Research Service enhances your donor records with 11 different categories of demographic information, such as estimated household income level, marital status, etc. Use this data to identify the characteristics of your best donors, target potential donors that have similar characteristics, and maximize the return from your solicitations.

Deceased Record ServiceImagine how uncomfortable or potentially upsetting this situation could be for you and your constituent: sending a solicitation or attempting to contact someone who is deceased. Our deceased record notification service can help you avoid such embarrassing situations by identifying records within you DonorPerfect database of constituents.

Customized Database Review and Reporting

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Work directly with our team of technical consultants to optimize your database and customize reports to maximize your results!

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9. COMPANY PROFILE

SofterWare, Inc., based in the suburbs of Philadelphia, provides software for several specialized markets. The company is a privately owned Subchapter S Corporation founded in 1981 by Dr. Nathan Relles. SofterWare’s products are leaders in each of their markets. The company’s client base includes thousands of organizations throughout North America, and the world.

SofterWare’s staff of over 130 professionals includes programmers, trainers, support teams, and account managers, many of whom have had first-hand experience in the fields the company serves. The combined expertise, dedication, and longevity of the staff is one of SofterWare’s primary competitive advantages.

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Current Nonprofit Clients Include:

CHILDREN & FAMILY, CIVIC, ADVOCACY, AND SOCIAL SERVICE ORGANIZATIONS

MUSEUMS AND LIBRARIES SCHOOL AND ALUMNI GROUPS

HOSPITALS AND HEALTH CARE

FAITH-BASED GROUPS AND MISSIONS YOUTH & ELDERLY AGENCIES

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http://www.habitat.org/default.aspx

http://www.avonwalk.org/

http://www.lancastergeneral.org/content/


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http://www.stbasilcollegesem.net/welcome.html

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