Gnosis for CSC Affiliates Features Overview with a focus on Donor Management

Gnosis Overview Gnosis is a fully integrated system bringing together features across development, fundraising, donor management, member services, case management, event management, communications, surveys, website, volunteer management, reporting and more. Provides a rich set of functionality to manage and utilize all affiliate data, within one system

Donations Management A full suite of donor management tools: Standard check/cash credit card processing Online fully customizable donation forms Unlimited special purpose forms Pledges/recurring giving Customize multiple campaigns with varied levels Full management including auto billing runs and exception reporting Online donor commitment and setup

Donations Management Impressive donor acknowledgement options Letters, email (direct and auto-response), annual statements, tribute gift notifications Extensive tribute gift options and accounting Online donors can specify Type of gift (in honor of, in memory of, etc.) Name of person Name and address of person to be notified of gift Personal note ALL of which can be auto-filled in mail merges

Event & Other Income Management Full invoicing system (people and organizations) Print-at-home ticketed fundraising events Direct and online purchase supported Real-time income processing No fees beyond standard credit card processing Complete online fundraising system Incorporates team and individual pages Simplifies peer-to-peer fundraising by hosting all activity on your own website and fully integrating with your database and donor records. Ex. annual run/walk event

Accounting Provides multi-faceted income attribution: Multiple accounting code classifications (Campaign, Account, Source, Solicitation Codes, and Event Name) Full integration with QuickBooks – either manual or automated batch posting The Gnosis batch system provides an efficient method of posting summarized information to any accounting system with minimal effort

Donor Management Inbuilt tools to support move management Reports to identify key donors & history SYBNT, LYBNT, $ value, recent gift analysis and many more Contact Mgmt. process to track cultivation Very detailed contact documentation - various categories, form of contact, duration, documents upload and more Fully reportable contact history and future calendar Opportunities Module to track grant, endowment and other opportunities Campaigns, grants, planned giving, major gifts

Donor Communications Not only can you track direct contact touch points with donors, Gnosis offers an integrated Communications Module: Isolate donor groups for specific asks/campaigns Create/send individual form/standard emails Ex. Welcome to Planned Giving Society ALL communications are directly linked to donor records and pull personal info using merge fields ALL communications are logged in Contact History

Event Management The Event Management Module addresses every stage of the process: Scheduling and creation of events/calendars Email invitations with registration links Online registration via web calendar Attendance kiosk for simplified sign-in & recording Attendance recording and reporting Tools to manage everything from straight forward support groups to complicated events with multi- level tracks, availability, ticketing and pricing

Online Calendar & Registration Gnosis produces either a single calendar for your website, or if desired, a separate calendar for members, volunteers and the general public Calendars are updated real-time as events are added or modified in the Gnosis Event Management Module

Attendance Kiosk Designed to process member sign-in efficiently and quickly Utilizes touchscreen and barcode scanner; members are given a barcoded membership card A simple wave of a membership card and as little as 2-3 finger taps to complete sign-in Members can sign-in multiple family members at once with one card swipe Kiosk also supports volunteer sign-in and hours recording

Person & Organization Records Detailed individual record information Enter and track specific roles in each organization Detailed Member and Volunteer Info Links people to households, relationships and organization roles. Allows for more thorough record tracking, reporting, and communication A true full picture all in one system

Case Management Provides full case management functionality Supports definition of multiple standard plans for delivery of support services. Simple customization of standard plans for each person initially and as plans progress Robust reporting of plan progress and exceptions that need attention Integrated reminder calendar for follow-ups.

Communications Communication capabilities are astounding – due to all data being housed in one database Media Types: Email, letters, mail file generation, SMS text messages, graphic report designs Recipient Groups created using any data, ex.: Event registrants or attendees Donors of a certain level, location, campaign, etc. Individuals by role, ex. members, members with kids, board, committees, volunteers, etc. All media types support special record merge fields Communications are logged in Contact History

Communications - Emails Capable of individual and mass emails Setup auto-response emails (event registrations, donation acknowledgement) Schedule outgoing emails in advance Create simple/standard or very graphically pleasing emails Statistics: track open rates and link clicks Ability to insert a number of custom links: Event registration links Survey links Account profile and other settings ALL of which automatically log a person into their record for ease of use

Online Surveys and Feedback Various question formats available Create surveys for any purpose, ex.: Member, donor, volunteer feedback Program and event specific feedback Further event registration info gathering (tied directly into online registration process) Survey links inserted to emails will be tied directly to person’s record Responses immediately saved in database All data is reportable & exportable for analysis

Reporting ALL data is reportable Reporting options are endless, customizable, and fully integrated across all areas of your database Program and special events Member data Volunteer data (e.g. interests and availability) Extensive donor analysis and giving history Online fundraising reports

Reporting (2) Best Part: ALL these reports and more come from using the same process Very efficient data gathering & exporting for analysis ALL of which can be used for added functionality and efficiency within your organization Same process used to create communication recipient groups – gaining experience to isolate very specific groups of people ADAPT reporting made easy and about to get easier with a customized affiliate ADAPT Module to be released in April 2016

Pricing and Contact Information Pricing $185 - 440/month, depending on number of admin users and level of service Includes direct support Data conversion/setup quoted separately Contact Information Steve Hall, Gnosis for Non Profits 408.404.1591 x101 steveh@connect4.net Affiliate Contact Kristina Krizan, GC Madison 608.828.8878 kristina@gildasclubmadison.org