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Donor Partner:
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Exceed! Basic enables users to streamline and automate many of the routine, yet time-consuming tasks associated with fundraising and donor management. As a result, nonprofits can focus more time and resources on their missions.
With Exceed! Basic, users can organize donor databases, track critical donor and gift information, efficiently communicate with donors via mailings and emailings, and generate reports to analyze fundraising campaigns.
Exceed! Basic integrates with both Intuit QuickBooks accounting software and Microsoft Outlook.
The 3.0 version includes enhanced setup, importing, reporting, and Outlook integration.
Add-Ons Available from Telosa
- Anyone from your organization may use Exceed! Basic, but this discounted product entitles your organization to one "concurrent user." If you need two to five concurrent users, you can purchase Multi-user Upgrades from Telosa.
- Telosa does not provide free technical support for its discounted product but will provide technical support packages at a special price for TechSoup Canada customers. For details see http://telosa.com/press_center/press_releases/techsoupsp.html.
Note: This product is the full version of Exceed! Basic 3.0, not an upgrade from 2.0. If your organization is currently using version 2.0 or 1.0, please contact Telosa for information on how to obtain an upgrade: Deborah O'Sullivan, tel. (800) 676-5831 x 103, email services@telosa.com
- Donor and Contact Management: Organize and track donors, prospects, board members, volunteers, and other constituents.
- Fundraising Management: Organize and track donor gifts, pledges, and dues.
- Outlook Integration: Make Outlook appointments from Exceed! Basic actions; make Outlook contact records from Exceed! Basic people records.
- QuickBooks Interface: Effortlessly post Exceed! Basic transactions to QuickBooks financial software Pro, Premier, or Nonprofit editions (2003 or later).
- Comprehensive Reporting: Target your donors, analyze your campaigns, and present your results; add charts and graphs to various reports
Hardware:
- 500-MHz Pentium III (or higher) processor
- 128 MB or more RAM
- 200 MB available hard-disk space (required size may vary, depending on the number of records stored in your database)
- 800x600-pixel (or higher) display
- Windows 2000; Windows XP; Windows Vista
- For mail merge letter creation and data exports — Microsoft Office 97/2000/XP/2003/2007
- For sending email — MAPI-compliant email client
- For integration with QuickBooks accounting software — QuickBooks 2003 or later: Pro, Premier, or Nonprofit edition
