Communicating

CharityMaster makes it easy to stay in touch with your donors, volunteers and members.

Send letters and e-mails to individuals with customized templates you frequently use. Use built in lists or easily create custom lists. Generate mass mailings of personalized letters. Send E-mail messages to everyone or just groups that you define.

Letters, e-mails and text messages to individual names

  • Create individual letters, labels and emails. Letters are based on Word templates and you can add, delete and modify templates right in CharityMaster.
  • Send e-mails using CharityMaster’s built-in capabilities or through Outlook, GMail, Thunderbird, etc.
  • Or send text messages to a cell phone!

Create custom lists

Creation of custom lists (filters) is a snap:

  • Volunteers – e.g. just those who are available at certain times or just those with specific job preferences
  • Members -e.g.  just those in specific categories or those whose memberships are about to lapse or which have lapsed.
  • Use the powerful  ‘flags’ feature in conjunction with many other data elements:
    • You can create an almost unlimited number of flags that you can assign.
    • Assign up to 25 flags to each name.
    • Select all those who have a particular flag or at least one of two or three different flags

Mass mailings / mail merge

  • Letters are based on Word templates and you can add, delete and modify templates right in CharityMaster.
  • Generate letters and labels using one of CharityMaster’s 17 predefined lists or a custom list. (See above.) Many of the predefined lists are customizable. You can also customize the Word templates for each type of mailing.
  • For each mailing list, print mailing labels (choose from three different sizes) and an Excel listing for your reference.
  • Save money:
    • CharityMaster will not let you produce a label or letter unless the address is complete.
    • Connect people to ‘households’ to reduce postage and paper.
    • Optionally exclude names with an email address to save money on postage or send letters to everyone.

E-mail ‘blasts’

  • Even if you use an e-mail service for your newsletters, etc. you will need CharityMaster to send e-mails to groups: committee members, members whose membership is about to lapse, etc.
  • Personalize and send e-blasts in either plain text or HTML format. Add up to five attachments.
  • Mail house export

Communications history

  • Easily make a quick record of an e-mail or phone call you received.
  • Generate letters and emails knowing CharityMaster will keep an accurate record of the date and subject.
  • View your organization’s complete history of communication with someone just by clicking a button