Recording Jewish Federation Panel Conversation Aug 31 V1.1

Here's Your Copy of Our Exclusive Panel Conversation

 

Hear How I've Overcome the Challenges We All Face With Our Daily Administrative Efforts and Fundraising Initiatives

Recorded Live on Wednesday, August 31st, 2022

View this highly interactive conversational webinar to hear directly from Pat Burke, Director of Finance and Administration at the Jewish Federation and Foundation of Northeast Florida about how he has overcome the challenges he faced, as do many other organizations, with daily administrative efforts and fundraising initiatives. 

Pat is joined by Chris Fink, Chief Operating Officer, and David Blyer, CEO at Arreva, and  shares examples of what he's now able to do, and how, with limited staff, while simultaneously saving time and successfully doing so much more, both from an administrative and fundraising perspective, including:

  • Making communications quick and easy: Campaign solicitations, pledge bills, acknowledgements, tax receipts, etc.
  • Running an annual campaign over any period
  • Setting up Directed Giving campaigns and other supplemental campaigns
  • Tracking all campaign gifts and pledges by Reason (Appeal), Campaign Code, and Fund Code
  • Applying pledges and gifts to Households or the individual household members
  • Capturing all the donor demographic data that I want to
  • Easily processing Direct Mail solicitation or Email solicitation
  • Ultimate flexibility in segmenting our donors: giving levels, occupation, affinity groups, historical events, etc.
  • Easily customizing our reports for giving history and campaign analysis
  • Easily applying the hard credit to payor and soft credit to donor, when necessary
  • Setting up User Defined Fields to capture our preferred data fields
  • Administrative tools to manage users, default data preferences, and much more
  • Page settings to show as many or few data fields as needed

If you're interested in learning more about ExceedFurther®, Arreva's All-in-One, Cloud-based, Digital Fundraising, Donor Relationship Management, Healthcare Hospitality Applications, and Auction Software (including MaestroAuction Online, Text2Fund®, and Text2Bid®), simply fill out the request form here and someone from our team will be in touch with you to schedule a personal consultation and demo.

Sign up for an ExceedFurther®, All-in-One, Cloud-based, Digital Fundraising, Donor Relationship Management, Healthcare Hospitality, and Auctions Consultation and Demo!