Touchstone CharityPoint for Fundraisers
Key Product Features
Demographics
Demographic profiling allows you to
truly understand all the constituents who engage with your
organisation. Organisations and employees, as well as individuals,
are classified to meet your own requirements enabling accurate
segmentation and efficient data management. Personal and
professional relationships are also maintained, resulting in a
comprehensive view of each constituent in the system.
Fundraising
Touchstone CharityPoint supports the
management and operation of complex fundraising campaigns and
appeals over extended periods of time, each containing multiple
solicitations and activities. Constituents may be segmented simply
using detailed criteria allowing for accurate targeting of appeal
messaging. Responses to solicitations are automatically recorded
and related directly back to the campaign for management
reporting.
Income Management
Touchstone CharityPoint has been
developed to accommodate the wide variety of sources and payment
methods from which charities derive their income. This includes
legacies, tributes and memorials with payment methods such as
direct debit, credit card, payroll giving and donations processed
through giving agencies such as CAF and Just Giving.
Gift Aid
From the recording of Gift Aid
declarations to the processing and allocation of tax refunds from
HMRC, Touchstone CharityPoint supports the effective management of
the Gift Aid scheme.
Event Management
When a charity organises an event,
Touchstone CharityPoint handles all arrangements. Features include:
targeted constituent segmentation, planning tasks, scheduling
individual sub-events, wait lists and recording participants. Costs
can also be kept to a minimum as all the planning activities are
viewed in one place. Attendees can register directly via the Web
which automatically generates registration details and provides a
confirmation, eliminating time consuming administrative tasks.
Membership
In addition to being constituents,
individuals and organisations may also hold memberships with your
charity. Membership and rate levels, reminders and renewals, fee
collection and gift membership are all included.
Subscriptions
The ability to manage constituent
subscribers is an essential element of your communications plan.
Touchstone CharityPoint records the preferred method of
communication, subscription frequencies and costs, reminders,
requests of multiple copies and the production of mailing files,
enabling the timely and effective management of the distribution of
publications.
