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Our signature product
Donor Mine™ is a powerful, highly developed donor management database. Donor Mine™ was developed in conjunction with several non-profits, who still use it to manage their daily activities.

Benefits

  • Online accessibility for board members and staff 24 hours a day, at home or in the office.
  • Intelligent interface works in your web browser on your Mac or PC.
  • Sophisticated yet intuitive interface is easy to work with. little or no training needed.
  • Screen names and passwords and multi-level security protects sensitive data and allows you to monitor who is adding and modifying what records.
  • Data screens and Help screens can be customized to work with your website's look and your users' needs.
  • Flexible database structure has expandable capability for the future.
  • Friendly customer support, ongoing maintenance, and continued customization available from the Caprio Group.
  • Hosting and data storage provided by The Caprio Group. If you prefer we can assist you in setting up your own hosting and email services.
Product Details

Donor/Prospect Information - Track detailed information related to Families, Organizations, and Individuals in Donor Mine™, including:
  • Contact Info - Multiple addresses, phone numbers, and emails can be added to each record, and cross-referenced to individuals on that record. Flag contacts to easily generate mailing lists and reports. Self-created flags and attributes give you more detail and control.
  • People - List all individuals associated with a Family or Organization. Keep track of preferred nicknames and unusual pronunciations so all communications with your donors and prospects are personal.
  • Communications - Track all mailings, phone calls, and meetings you have had with a donor or prospect. Extensive note fields allow you to record in-depth information. Easily set future reminders for contacting donors.
  • Gifts/Income - Document detailed information about donations and pledges. The Gift Wizard allows you to enter information about donated stock/securities, associate a gift with a matching campaign, track corporate matching employee gift information, and assign each gift to an appropriate thank-you letter. Associate gifts to mailings and campaigns to analyze the cost-effectiveness of your efforts. Additional modules help you track grants, sales and renewal campaigns.
  • Notes - Donor Mine's™ comprehensive Note capability allows you to cross-reference donors and provide extensive personal information to help you target-market your message to the best audience. Work smarter, spend less time and money on fundraising, and raise more money in the process.

    Administrative Functions - Although Donor Mine™ is not an accounting program, users can run daily Income reports to balance income receipts with income processed. Users can also run a Journal of all of their activities on a given day to double-check work and find records recently added or modified. Thank-you letters and envelopes can be printed in batches, either on the day gifts are processed, or at a later date. Multiple types of thank-you letters can be set up to address gifts to different funds or purposes. Staff and Administrators can change items that appear in drop down menus throughout the site. Duplicate records can be combined, with information easily transferred from record to record.

    Reports - Our extensive Report pages have over 200 standard reports built in; our customizable reports allow you to create your own. You can also save your favorite reports for easy future access, and make them available to other users. All reports can be used to easily generate mailing lists and analyze donations trends.

    Search Functions - Donor Mine™ has powerful search functions to allow you easy access to your data: Search by name, address, email or phone number; page through the database alphabetically, getting snapshots of each record along the way; use Donor Mine's™ incredible reports to find and compare records across the database; and save the records that result from a report to create advanced searches later.

    Security - Unique Usernames and Passwords specify who has access to your information. Multiple Security Levels allow you to determine which Users can add, edit, and delete information. You can also set up Usernames and Passwords that expire on specific days, for short-term access. All of Donor Mine's™ pages are password protected, and standard time-out functions log off inactive Users.

    Other Features

    Events and Volunteers - Additionally, Donor Mine™ Pro gives you the power to easily manage your volunteers, ticket sales, and silent auctions. Track the skills and availability of all volunteers in your database. Assign volunteers to events, pull up calling sheets to use in confirming that volunteers will be at the event, and print off check-in sheets for volunteers to sign in and out at the event. Keep track of volunteers' performance and results so you can decide where to assign them the next time they ask to volunteer. Provide special access to volunteer team leaders to manage their own volunteer groups. Provide general admission or assigned-seat ticketing for your special events. Track paid and unpaid ticket orders, print will call lists, and send thank-yous to attendees. Track Silent Auction donations and donors, as well as when items are received in your office and when they are picked up by purchasers. Print lists of silent auction items and print bid sheets and descriptions for a silent auction booklet.

    Board and Committee Pages - Archive important Organizational Policies (such as bylaws or amendments) online. Add and view Board Meetings and special Board events. Create Committees and add Members, publish the purpose and meeting schedule of each committee, and easily send emails to all Members.

    Calendar Pages - Build a calendar of important tasks and events. Assign tasks to a staff or Board Member and send out monthly reminders to keep people on track. Each User's sign in screen tells them about upcoming jobs assigned to them. Reports for finding late or unassigned tasks are easy to run with this module.

    Donor Mine™ is Easy, comprehensive, and very affordable.

    Contact us for more info - no pressure, no hassle, just friendly, helpful assistance: info@capriogroup.com