Product Features


Donation Processing

Features

  • Handles credit cards, donations in kind
  • Multiple-branch-office capability
  • Pledge tracking
  • Automatic-bank-withdrawal processing
  • Customized receipt design with your logo integrated
  • Automatic acknowledgments and receipt replies
  • General ledger exporting capability
  • On-line donation with instant donation entry

Helping Non-Profits handle DonationsWhen it comes to handling pledges and donations, the Silent Partner has it all. Gifts-in-kind, 3rd party donations (“soft credits”), split gifts, non-receiptable items and partially receiptable gifts are all easy to process. The Silent Partner has a sophisticated electronic funds transfer feature which greatly streamlines the handling of your monthly gifts. The program has an optional on-line feature that connects directly to the web so that on-line donations can be handled efficiently. Our built in pledge features allows you to place and track pledges and will even calculate pledged giving. The pledge tracking feature gives you the ability to see what has been promised for an upcoming month, enabling your finance department to know what pledge receipts are anticipated.


Contact Management

Features

  • Name/address import utility
  • Integrated contact management
  • Individual mailing history
  • Highly flexible donor coding
  • Reminders
  • Bulk editing
  • Duplicate donor checking
  • Linking between donors
  • Saved paired down lists
  • Automatic label and envelop printing
  • Mail house exports

The Silent Partner has a built in contact management system which has been said to be “on steroids”. It allows you to record unlimited comments on each donor and whenever you enter a change of address, the donor's previous address is automatically added to the comments with a record of the date and time as well as the operator who entered the change. Links between donors can be established and the program has a sophisticated contacts feature that can record each and every time you connect with a person. Mailings can be tracked and recorded enabling you to create and access individual mailing histories and record each contact you have with a given donor.


Data at your Fingertips

Features

  • Donation Summary Screen
  • Query builder for incredibly versatile filtering
  • Password protected with access restrictions
  • Superior navigation tools
  • Flagging and tagging of key records
  • Multiple branch (“multi-company”) capability

Creating understandable HighlightsThe Silent Partner has been carefully thought through with display screens that are easy to use and logically accessible. Summary highlights about a donor are presented right before your eyes so that you don’t have to go digging for information. More detailed information is just a click away. We’ve designed our windows with the user in mind, streamlining “everyday” tasks so that the program is always working to save you time.


Analytical Reporting

Features

  • Return-on-investment analysis by campaign
  • Giving-pattern analysis reports
  • Ranking Reports
  • Periodic analysis and comparison
  • Campaign tracking
  • Reports exportable in Excel format
  • Statistical analysis
  • Reports can be created from predefined data

Creating reports is not a problem with the Silent Partner. A wide variety of prebuilt analytical reports allow you to see "the big picture" on such points of interest as new, lapsed and regained donors, annual giving patterns, "return-on-investment" of your fundraising projects and so on. All reports can be focused to include only donors and/or donations meeting the criteria of your choosing.

View Sample Reports

Campaigns and Fundraising

Features

  • Record clean-up including merging and deleting
  • Demographic analysis
  • Clear useful analytical reports
  • Bulk-replace feature with many safeguards
  • Targeted mailings and emails

Helping build Donor RelationshipsWe know that fundraising professionals want to ensure accuracy when approaching potential donors or when building existing relationships. The Silent Partner encompasses all aspects of fundraising so that you can carefully plan and strategically target your fundraising attempts. Also, remember the old adage “data is only as good as the person entering it”. Well, our philosophy is to have the tools at hand so that accuracy is paramount by making it easy and logical for entering information. Being able to trust the accuracy of your data is of primary concern for us.


Excellent Support and On-site Training

Features

  • Customization & data transfer available
  • On-site training
  • Unlimited personal phone support
  • Training demos
  • Support manual and helps

One of our main successes as a company is having an approachable team, knowledgeable staff who understand the non-profit sector. We pride ourselves in the personal support we can offer. As our name indicates – not only is the software silently supporting you in the background but our staff is also part of that support system. Our team backs our clients. We journey with you – helping to insure the success of your organization’s vision and mission. When it comes down to it, we believe our product is so user friendly that with just a little instruction at the beginning, you’ll be off and running with the program in no time, feeling comfortable and confident with what it can do for you. And when you do have a question, we’ll be there with the answer. The Silent Partner…working for you!



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