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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. To name the custom fields, go to Setup Donor Custom Fields.

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 and statements to those who've made pledges.

You can also record expenses for each event and generate a report on the net income of the event from Event Expense Summary.

The Event Income 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. You can also print Class Tally sheets to record amounts received from students by date in individual classes.

The Class Amount Summary will show the goal and amount raised by students in each class for the selected fundraiser.

The Fundraiser Amount 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.

The Family/Student Amount Summary will show the amount raised by families for the selected fundraisers. You can view each family's goal and amount raised for each fundraiser and the family total for all fundraisers for the year.

Letters can be printed to send to each family that show the goals and amount raised for fundraisers for the family to the current date for the school year.

The Amounts Received by Dates Summary will show amounts received between the dates entered to reconcile bank deposits.

Other Actions

The Other Actions section allow you to create mailing labels for various groups, send emails to various groups, create lists for export and set up program accounts.

 

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