Higher Education Development and Alumni Relations Management
A large portion of collegiate budgets often come from alumni gifts. With alumni records and their contribution data increasing from thousands to millions of documents, educational institutions need to process and manage their data effectively. DocFinity electronic document management and workflow software provides easy and secure access to all of the donor records and relations management tools they need in order to improve their alumni gift management and outreach processes.
The gift processing capabilities of DocFinity Imaging and workflow software facilitate donor records management significantly. Checks are automatically scanned and stored electronically, triggering a workflow to send thank-you notes and tax forms to the contributor, as well as any other standard procedures that are part of your process. Alumni gift processing staff can answer inquiries regarding the status of donations and check deposits immediately, at any time during the process.
Donor files are effectively monitored through DocFinity. DocFinity XML FormFLOW’s electronic forms give users the ability to update personal information about any alumnus over the Web. Other pertinent alumnus information can also be stored electronically for easy access and retrieval, simplifying alumnus gift processing and records management. DocFinity is a donor file processing solution that integrates easily with other software applications to provide flexibility in addressing the business needs of the department. It helps you to save time, manage alumnus relations, and also avoid data redundancy and errors.
If you would like someone to contact you to discuss how automated gift processing can help you with alumni development and relations challenges, please click here or contact us at info@docfinity.com.
