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

2. 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

3. 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

4. Donations Management Impressive donor acknowledgement options
Letters, (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

5. 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

6. 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

7. 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

8. 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 s
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

9. Event Management
The Event Management Module addresses every stage of the process:
Scheduling and creation of events/calendars
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

10. 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

11. 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

12. 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

13. 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.

14. Communications
Communication capabilities are astounding – due to all data being housed in one database
Media Types:
, 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

15. Communications - Emails
Capable of individual and mass s
Setup auto-response s (event registrations, donation acknowledgement)
Schedule outgoing s in advance
Create simple/standard or very graphically pleasing s
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

16. 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 s will be tied directly to person’s record
Responses immediately saved in database
All data is reportable & exportable for analysis

17. 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

18. 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

19. Pricing and Contact Information
Pricing
$ /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
x101
Affiliate Contact
Kristina Krizan, GC Madison