Membership management

Standard membership management features integrated with full charity management functionality

Communicate effectively with all of your members – or with just some of them. Maximize your revenues by keeping close track of memberships which are expiring.


Membership management software

  • Set up an unlimited number of your own membership categories (annual, family, lifetime, honorary, etc.) and the amount of the annual or one time dues payments for each category.
  • Annual memberships can expiry options:
    • All memberships expire at the same date and your membership year can be different from your fiscal year.
    • Each membership expires one year after the date annual dues were paid or one year after the expiry of the current membership – whichever is later.
  • Mailings can be for just selected categories of membership and you can also tailor mailings to just those with specific interests..
  • Record the receipt of membership ‘dues’. Complete accounting records ensure that you can always balance with your accounting system.
  • You have the option of issuing tax receipts for membership dues. Tax receipts will show the amount received, the value of the benefit received by the member (e.g. magazine subscription) and the net amount of the deduction allowed.
  • Send reminders to those whose membership is about to lapse or whose membership has already lapsed
  • Classify members as ‘active’ or ‘inactive.’ (You don’t want to lose touch with former members.)
  • Track each of the names that are in a ‘family’ membership so you can list all members of the family.