The Profile module is designed to manage your communications, contact, and mailing needs. We have highlighted some of the features and benefits of this module below. For a more complete description of what the Profile Management module has to offer, please download our product sheet.

• Comprehensive information: Stores names, titles, addresses, phone numbers, e-mails, Websites, nicknames, notes, affiliations, contacts, relationships, and fund associations, for all modules. Reduces data entry and improves accuracy.
  
  
• Code System: An unlimited, user-defined affiliation code system allows foundations to catergorize every person or organization associated with the foundation into one or many groups. Affiliation groups can be used to target mailings or extract information in queries or reports.
  
  
• Mailing Management System: Includes multiple salutation formats for tailored saluation for specific messages. Alternate addresses for any Profile (Business, Home, Vacation Home etc.) allow foundations to direct mail to an address type, such as a vacation home.
  
  
• Profile Relationships: Defined relationships between profiles, such as a financial planner and a client, mother and daughter, employer and employee that includes an automatic inverse relationship feature. This feature increases institutional knowledge of community interrelationships, and supports sophisticated relational reports and inquiries: e.g. Gift history from clients of Financial Planner X.
  
  
• Association Link: FIMS associates particular Profile and Fund records, which substantially reduces time spent on finding all funds associated with a particular donor.
  
  
• Contact Tracking System: System tied to Profile and Fund modules records the date of contact, contact person and nature of contact. Pop-up tickler file reminds staff of important meetings and events. A daily reminder assures that you never miss a critical meeting or forget to return a phone call from an important donor at your foundation.
  
  
• Quick Access to Giving and Grantee Information: The main Profile page displays summary, gift and pledge information for a donor. Access a gift or pledge to view the original transaction and make adjustments. View the grantee history (applications and awards) for a selected profile and even make adjustments.
  
  
• Promises: Link to promise information for a selected Profile. Includes promise, amount, maturity date, maturity value and a comment area. Provides staff quick access to important promise information. FIMS also offers a complete Pledge Management system for binding promises.
  
  
• Vendor Information: Access to vendor profiles associated with your foundation, including contact information, expense account details, tax ID number and 1099 adjustment. Reduces labor and effort in tracking vendors.
  

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