The Donor Relations Module provides quick access to Donor and Fund information in a separate FIMS window, which can be kept open on your desktop along side of FIMS. This module is ideal for organizations that emphasize donor service and need to provide real-time answers to inquiries from donor advisors, or other fund representatives. We have highlighted some of the features and benefits of this module below. For a more complete description of what the Donor Relations Module has to offer, please download our product sheet.

• Read-only Option: You control what information can be changed by staff members making inquiries of the database.
  
  
• Quick access to information: Quickly toggle to pertinent Fund information if a donor or other foundation stakeholder calls with a question. Update Donor information quickly.
  
  
• Separate FIMS Screen: No longer switch modules to answer simple questions about donors or funds. Simply open the Donor Relations Module, while still in your current FIMS module, and look up the necessary information. When you are finished, close the Donor Relations Module and pick up where you left off with your previous work.
  
  
• View Electronic Documents: Need to find a particular letter that was sent to a donor? Access it here. Searching for documents pertaining to a specific Fund? View them from this module.
  Access the Fund-level investment strategy. Provides quick answers to donor advisors with questions about a fund-level investment strategy.
  
  
• Update Donor Relationships: Many reports and queries are based on the Donor relationship. For example, a foundation may want to know how many individuals associated with the organization use a particular financial planner. If a donor becomes a new client, your staff can quickly update this information here.
  
  
• Custom Donor Statements: Quickly create a fund statement for your donor-advisor’s Fund in Microsoft Word. You then can e-mail or mail it to your donor advisor, thus furthering your donor services area.
  
  
• DonorCentral Link: Questions about what donors view via DonorCentral are simple to address, as this module provides a hyperlink to DonorCentral. View the same information, such as fund activity and fund statements, that your DonorCentral users are seeing.

Product Literature

Request More Information