Create Comprehensive Constituent Profiles
Easily access, view, and maintain highly detailed information about each constituent, foundation, corporation, or donor segment in your database.
- Biographical – Such as Name, Address, E-mail, Phone, Basic Information, Relationship, Correspondence, Education, and Employment Data
- Giving – Such as Detailed and Summary Tracking of Gifts, Dues, and Membership
- Prospect – Such as Detailed Prospect Tracking Information, including Planned Giving, Proposals, Media and Financial Data, Moves Management, System Events, as well as custom information
- Relationship Tree—Leverage connections between constituents
Flexible Campaign Management
Increase your productivity with powerful and flexible tracking features to organize and manage your campaigns.
- Track campaigns against goals
- Track proposals and deferred giving
- Utilize advanced campaign screening sessions
Easily Manage All Aspects of Your Events
Simplify the planning and execution of special events that your organization sponsors.
- Simplify the planning and execution of special events that your organization sponsors.
- Manage targeted invitation lists
- Track event attendance
- Assign seats and lay out tables with unique drag-and-drop visual seating chart
- View and print each table layout
Track multiple membership structures, including annual and life memberships with multiple membership classifications.
- Supports both dues-paying and non-dues paying memberships
- Track multiple membership structures and classifications
- Automatically assign appropriate benefits
- Create subscriptions automatically
- Add membership cards to the constituent according to the membership level assigned
Streamline Gift and Payment Processing
Millennium provides all the tools necessary for comprehensive gift processing, tracking, and reporting.
- Automatically post and track matching pledges, match potentials, and the full details of matching gifts and payments
- Conduct joint, soft credit, memorial and honor transactions
- Compliant with all FASB, IRS, and CASE reporting standards
- Easily view summary and detail of giving history, complete with graphical giving trends and giving tree displays
Sage Payment Solutions
Integration with Sage Payment Solutions provides you with a complete payment processing solution right from your Millennium software.
- Quickly and easily process credit cards, debit cards, and electronic checks in real time
- Create a batch job for processing at a later date
- Authorize and manage payments 24/7 over the Internet
- Maintain PCI compliance
- Bullet List Five
Complete Data-Mining and Reporting
Includes more than 270 ready-to-use reports, and works with Crystal Reports®.
- Select, format, and publish data that’s extracted from the database
- Point-and-click reporting interface simplifies query building
- Lets your staff effectively analyze the data
- For more sophisticated reporting, Millennium works with Crystal Reports® to cover every aspect of your fundraising program.
Visual Analyzer Module
A business intelligence (BI) tool for Millennium.
- Visual, interactive dashboard interface
- Enables non-technical users to query data
- Make more sophisticated analysis
- Disseminate knowledge throughout the entire organization
Advanced Data Examiner Module
Quickly and easily update and consolidate information with tools to accurately import data into Millennium.
- No programming knowledge needed
- Ensure data integrity by first writing data to a set of pending tables
- Edit and review the imported information on a row-by-row basis
- Soft edit capabilities allow designated users to update certain data indirectly, allowing verification of data before posting
- Optional CorrectAddress, CorrectCall, and CorrectGM (gift matching) services maximize the accuracy of your data
Millennium supports multiple processors and servers, and is compatible with industry-standard systems and software.
- Millennium supports multiple processors and servers, and is compatible with industry-standard systems and software
- Customize tables and columns of data already available in Millennium.
- Create your own customized displays and data entry screens
- Assign various levels of security by field, or even by the value of a field in a related record