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School Development Overview

Click HERE to view the new features in the latest version.

School Development allows you to enter and view information on donors, alumni and prospective families. You can track money raised by fundraising events involving students or the community. You can generate reports that show a history of donor contributions. You can create mailing labels, send emails and print tax letters.

School Development integrates with our School Administrator program. Information on current families and students are accessed through the databases in School Administrator and can be imported into School Development. Information on prospective families can be exported from School Development to School Administrator once the students are enrolled.

School Development includes the following sections:

Donor Info

The Donor Info section keeps track of alumni and other donors for the school. In this section you can enter and change donor information, import current family information from School Administrator and import data from other databases. You can also view donor information and print tax letters for donors.

There are numerous fields already set up for the donor information. You can also setup six custom fields for other information you want to enter.

The Donor Giving Summary will show information on amounts given by donor for various events and years selected.

Recruitment Info

The Recruitment Info section keeps track of prospective families and students. In this section you can enter and change prospective families information and send letters to prospective families. You can also move the prospective family's information to School Administrator once the family officially enrolls.

The View Prospective Family List shows all prospective families and the date letters have been sent to them.

Event Info

The Event Info section keeps track of fundraising events for alumni and other donors. You can enter as many events as you desire and record donations to each event by year.

If you take pledges for the event, you can also enter the pledge amount, check amounts pledged and send letters to those who've made pledges.

The Event Summary shows amounts raised by event and year. You can view a summary of the total for each event or view a detailed report of individual donations.

Student Fundraising Info

The Student Fundraising Info section keep track of student fundraisers and the amounts raised by families or individual students. You can enter as many student fundraisers as you desire. Each fundraiser can be set up to record family totals only or individual student totals. You can view amounts raised by family and individual students and send letters to families about the fundraiser.

The Student Fundraiser Summary will show the amount raised by fundraiser. You can view a summary of the total for each fundraiser or view a detailed report of amounts raised by individual families and students.

Other Actions

The Other Actions section allow you to create mailing labels for various groups, send emails to various groups, set up program accounts, register the program and access the User Guide.

 

 

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