The Advancement team needs dynamic and accurate information about constituents, ranging from basic biographical or corporate details to detailed giving history, relationships, and customized greetings. That’s a start, but it’s not enough: you also need sophisticated features like prospect management, appeals and solicitation tracking, and a full set of robust and functional mailing and relationship management tools. The system needs to record and track every detail about gifts, pledges, and payments. We know you require extensive reporting and data export capabilities too, like the flexibility to analyze data by constituent or by household. Finally, you need a system without bottlenecks: it has to be completely integrated with your student information system and your accounting software.