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