Product Update: PledgeMaker Enhanced with ClearView Technology
ClearView Technology features:
• the ability to customize the way you view relevant donor information
• enhanced search capabilities to locate donors faster
• contact management at your finger tips
• calendar views with your actions and reminders
• favorites you create to jump to donors, lists, sites, etc.
• completely personalizable information views and dashboards
• the ability to export lists to Microsoft Excel
• an intuitive user interface you organize using drag and drop capabilities
Would you like to be able to personalize the way you see the information in your PledgeMaker database? Are you interested in connecting with unlimited technology resources and having access to relevant information right at your fingertips? Do you want to radically change the way you manage and work with your donors? If you answer “yes” to any of these questions, then you clearly need ClearView!
ClearView is a new web technology that is changing the way you work with your donors by allowing you to access all of the information in your PledgeMaker database in a friendlier and more familiar way.
Now with ClearView Technology you:
have access to relevant information at your fingertips;
design your own personal donor workspace;
connect with an unlimited number of web resources;
change the way you work with your donors.
The SofTrek team recently introduced ClearView to attendees at the Association of Fundraising Professionals Conference in New Orleans. The team received positive reactions and responses from current and prospective clients alike.
Contact your account manager to find out how you can get on board with ClearView and start changing the way you manage your donors.
2009 SofTrek Users' Conference News
Given the current economic situation, we know that all of our clients are challenged this year more than ever to manage and reduce costs. SofTrek has worked hard over the past 15 years to provide a conference that is interesting, fun, and affordable. In an effort to help reduce your expenses and the overall cost of attending our conference, we have revised the schedule of sessions and events this year.
The 2009 SofTrek Users’ Conference will be held at the Conference Center Niagara Falls, in Niagara Falls, New York. The conference is scheduled to begin on Monday, August 3 with a kick-off lunch. Sessions will begin following lunch on Monday and will continue through Wednesday, August 5. The conference will conclude following lunch on Wednesday with closing remarks from SofTrek President Dave Spacone. A reception dinner and networking event are planned for Monday and Tuesday evenings respectively.
SofTrek is developing a session schedule and will announce topics and presenters by the end of May. Select users are being invited to present organizational and topical case studies. Questions, comments, or suggestions may be directed to Kylie Poole at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .
Register Online for the 2009 Users' Conference
SofTrek will be providing updates about the 2009 Users’ Conference on our website, www.softrek.com. The conference section of our website will be updated frequently with information as it becomes available about this year’s conference including agenda, session schedule, and evening activities.
All registrations should be completed online through the conference website. Registrants will be updated with session and event information as details become available. Please be sure to visit the SofTrek website for the latest information.
Registration for the conference will open on Friday, May 1. The registration schedule and rates are as follows:
Conference lodging accommodations will be provided by the Crowne Plaza Hotel in Niagara Falls, New York. This upscale hotel is conveniently located across the street from the Conference Center Niagara Falls. Please note that space for this year’s conference is limited and expected to fill quickly. Interested parties are encouraged to register early in order to ensure the availability of all preferences. Information about guest rooms and rates for advanced booking can be found on the conference page of our website, www.softrek.com.
WealthEngine Releases Best Practices for Prospect Research in Healthcare Fundraising
Softrek Corporation, the premier donor management solution provider for nonprofit organizations, and WealthEngine, the leading prospect research company for nonprofits, have recently announced that they will develop an integrated donor management wealth screening solution to improve workflow and communications within the development areas of a nonprofit organization. Users will be able to request updated screening information on donors and prospect from within SofTrek’s donor management solution in “real-time,” allowing development staff to get the most current wealth information when they need it. This capability will provide nonprofit organizations with the latest prospect data to enhance their decision making and development strategies.
Get the new best practices report from WealthEngine that delves deep into prospect research for healthcare organizations and learn what strategies work best for fundraising. This 50 page report includes case studies, survey data, and informative guides to help you benchmark and evaluate your own practices.
The report is the culmination of a twelve month study of top U.S. healthcare organizations. You will find eight best practices that will help you gain success in your prospect research and overall development efforts. To download a free copy of the report, please visit: http://www.wealthengine.com/pub/bestpractices.jsp
Going Green: Environmentally Friendly Fundraising
Did you know...? Paper accounts for 25 percent of landfill waste. That’s the largest of any single component. Paper production also accounts for over 40 percent of the world’s industrial wood harvest and is one of the largest consumers and polluters of fresh water.
The health and sustainability of our planet is rapidly becoming a major concern for many individuals – even for those who may support your organization. In fact, the Direct Marketing Association reports that donors are starting to frame expectations based on type and volume of communications they receive from organizations they support.
So how can your nonprofit get a little greener? Here are a few ways you can reduce waste and conserve energy while raising more funds.
Reduce Energy Costs: Energy costs in your office really add up. Reduce the energy you expend by replacing incandescent bulbs with compact fluorescents, providing bins for recycling paper, bottles, cans, and cardboard, and turning off equipment, computers, and lights to prevent unnecessary energy consumption.
Save Trees by Going Online: Consider all the paper used for fundraising efforts – letters, envelopes, postcards, event invitations and reminders, press releases, newsletters. The list goes on and on. Eliminate or significantly reduce the paper you use by sending electronic communications and requesting that donors support you online.
Greener Printing: If you can’t reduce your paper use, seek eco-friendly options. Choose paper that is 100 percent post-consumer waste, processed chlorine free (PCF), uncoated, made by renewable energy sources (like wind or solar power), or is treeless (like hemp or kenaf). Use vegetable-based or soy inks which are lower in VOCs yet are still competitively priced. Avoid using bindings, adhesives, or foil stamps in packaging.
Support Eco-Friendly Businesses: Do business with vendors that are also kind to the environment. Supporting other eco-friendly organizations helps you, your supports, and most importantly Mother Earth.
Encourage Employee Awareness: Promote green initiatives by educating and involving your employees. Encourage public transportation and car-pooling, provide information on ways to conserve outside of the office (like buying energy-efficient vehicles and setting up compost bins), and motivate employees to generate new ways to conserve.
Promoting green practices not only makes your nonprofit look good, but it also serves to motivate others to do the same. Go green while you support your mission!
Green Resources for Nonprofits
(Sources: The Chronicle of Philanthropy; Direct Marketing Association; The NonProfit Times; techsoup.org)
News & Notes
Send Your Product Ideas
We know you have ideas for enhancing our PledgeMaker donor management software.Please share them with us! Send your product suggestions to
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. The SofTrek team reviews all incoming ideas and evaluates them for potential use in future product releases. Keep your product ideas coming.
PledgeMaker eTips
PledgeMaker eTips is an e-newsletter that gives users an extra hand in using features, capabilities, and functionalities. Delivered monthly to your inbox, eTips contains practical tips and tricks aimed at helping you make the most of our PledgeMaker fundraising software. To subscribe, simply send an email with the subject “subscribe” to
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.
Training Options
SofTrek offers clients several flexible training options. Training is extremely valuable when you add staff, upgrade versions, and are considering using additional functionalities of PledgeMaker. To inquire about training options for your organization, please contact Client Services at
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or 800.442.9211.
Links and Resources
Better Business Bureau Wise Giving Alliance
The Alliance collects and distributes information about the programs, governance, fundraising practices, and finances of hundreds of charitable organizations. Visit the resource library for frequently asked questions, view a full listing of all charity giving reports, and provide feedback on the standards for charity evaluations.
Gifts in Kind International
This nonprofit links corporations and their product donations and services with a diverse network of more than 50,000 groups including charities, nonprofits, schools, and people in need. Visit the press room, read success stories, and learn about corporate and business association partnerships.
Securities and Exchange Commission Filings & Forms
The SEC's Electronic Data Gathering, Analysis, and Retrieval system is a wealth of basic but often-hard-to-find corporate information such as fiscal data, officers, subsidiaries, and acquisitions activity. Retrieve publicly-available filings submitted to the SEC.
Interactive Knowledge for Nonprofits Worldwide
The site provides leaders of nonprofits with knowledge to expand their impact. Find links to resources online for advocacy, education, fundraising, human resources, legal issues, strategic planning, board governance, financial management, and voluntarism.
"Challenges are what make life interesting; overcoming them is what makes life meaningful." - Joshua J. Marine
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