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Millennium | Sage Fundraising 100 - Rainbow Edition | Sage MIP Fund Accounting | Sage Fundraising 100 | Sage Fundraising 50

What’s New in Millennium Version 7.7

With an easy-to-navigate, unique Web-based design, Millennium meets the sophisticated fundraising software needs of large organizations including universities, hospitals, foundations and museums. Manage campaigns and events, track donors, and create reports quickly and easily with this donor tracking software.

Millennium version 7.7 has added many great new features to its already strong core of functionality, including:

New Visual Analyzer Module
The Visual Analyzer allows you to create customizable dashboards containing relevant metrics from the Millennium database. This business intelligence tool allows you to slice and dice your data, providing your staff the information they need in an easy-to-understand graphical format to develop effective fundraising strategies and make timely, informed decisions. The intuitive navigation simplifies use for the average end-user to provide instant analysis. Manage results of multiple campaigns and compare giving trends over time; review giving by constituent type and review demographic data; analyze solicitation cycles as a whole or by Prospect Manager; determine win-loss ratios, and more with Visual Analyzer.

New Donate Now and Sage Payment Solutions (SPS) Functionality
To enhance the functionality of Donate Now, users have new options for flexibility and customization. The Donate Now form can be customized, and the module can now accept sustainer pledges or permit your constituents to specify campaigns for their donations. Constituents using the Donate Now form have the option to “Choose an Existing Account” when returning to your site, and select payment information saved from previous contributions. Options to automatically void transactions in SPS when they are voided in Millennium have been added, as well as the ability to have multiple merchant accounts.

Customer-Requested and Ease-of-Use Enhancements
One of the core strengths of Millennium is its ease of use, and Millennium version 7.7 continues this commitment. For example, the Advisory feature has additional options for gifts, mass deletions of Advisories, and the ability to set Advisories on a worktable. The Advance Data Examiner features the addition of constituent relationships and the ability to display all addresses for comparison. “Snapshot” screens can now be created for concise data and users can customize their own “Snapshot” display. New fields have been added to several different data tables for enhanced customization, and all search results screens can be customized as well.

For a full list of enhancements and new functionality for Millennium 7.7, or to see a product demo, contact Erin Shy at erin.shy@sage.com.

What's New in Sage Fundraising 100 – Rainbow Edition version 7

Developed in partnership with United Way, Sage Fundraising 100 – Rainbow Edition fulfills the unique fundraising software needs of United Way organizations across North America. Version 7 is packed full of new features and enhancements, adding to its already strong core functionality.

New Volunteer Management
Build detailed Volunteer Profiles that include skills, availability, preferences, wish lists, and other details about your volunteers. Enter the corresponding data on Volunteer Opportunities that exist within your organization or at external agencies. Use the site-configurable matching process to link Volunteer Profiles with the appropriate
Volunteer Opportunities, saving and tracking each match as a Volunteer Placement. To further facilitate the courting and grooming of volunteers for board involvement, Projects & Tasks can be linked to Volunteer Profiles, Opportunities, and Placements.

New Grants Management Enhancements
Several enhancements make grants management in Sage Fundraising 100 – Rainbow Edition version 7 even easier. There is a new scheduled payment date manager. Running totals and sub-totals are shown when viewing or editing grant proposals, and the ability to mass-renew grant proposals now exists. You can now set Criteria on Grant Proposal Years using the same Default Year functionality previously only available on Campaign Year. New time-saving features enable you to take “mass” actions in the database to fill disbursements using disbursement timing codes, add approval steps using a model, edit existing decision approval steps through an import file, and edit allocation disbursement timing codes. The Decision-making Body lookup table now includes a default funding source and the ability to specify relative dates exists for decision-makers’ approval steps models. Grants allocation approval steps can be linked to projects or receivables, and the new Endowment Type Totals report helps you monitor your endowments and allocations.

Grids and Integration to Microsoft Office
In version 7, the Pledge and Gift view grids are expanded to include additional columns for receivable data fields. All grids now share powerful new Grid Options; you can export data from grids directly into Microsoft Excel spreadsheets, manage the order of columns and hide columns. In addition, the integration between Projects and Tasks and the Microsoft Outlook Calendar and Tasks has been enhanced to keep you and your staff on track.

Addresses and Mailings
The Address View now boasts built-in Google Maps integration and Easy Letter functionality. Google Maps integration allows you to view the selected address on a Map and even get directions between multiple addresses. With just one click, Easy Letter takes you into a Microsoft Word document that is pre-formatted with your constituent’s Name and Address using your organization’s letter template..

Mass Adds for Attributes, Notes, and Tasks
You can now Mass Add Attributes and Notes to any source that has Extras. All fields are available, including Alert settings.

Import Enhancements
Functionality has been added to allow you to preprocess and import Sage Payment Solutions Donate Now credit card transactions into Sage Fundraising 100 – Rainbow Edition. In addition, receivable imports accept a valid fund description in place of the fund code or fund key. There is also a new option to check for address duplicates.

Customer-Requested and Ease-of-Use Enhancements
Now you have even more freedom to use Sage Fundraising 100 – Rainbow Edition in the way that works best for your organization. A new utility enables users to mass-edit record ownership to a new owner—ideal for when a new employee takes on the duties of a previous employee. User Favorites has increased to 20 items, giving one-click access to more of your commonly used features. Additional reporting flexibility gives you the ability to integrate AdHocs into the canned reports menu, as well as use an enhanced Fund Code Picker and several new AdHoc/Criteria sources. Also, you can now easily spot delays in pledge payments with user configurable color coding of the Pledge View based on pledge collections status.

For a full list of enhancements and new functionality for Sage Fundraising 100 – Rainbow Edition version 7, or to see a product demo, contact Kelley Murphy at kelley.murphy@sage.com.

What’s New in Sage MIP Fund Accounting Version 10

Sage MIP Fund Accounting version 10 has some exciting new features and enhancements. Along with the introduction of the new Visual Analyzer module, you'll find many implemented requests of customers, giving you more of what you need most.

New! Visual Analyzer Module
The new Visual Analyzer module provides a graphical, interactive approach to financial data analysis. Quickly uncover trends, monitor budgets and spending, and share key information throughout your organization. This business intelligence tool allows you to identify risk, develop effective strategies and make timely, informed decisions.

Monitor organization performance with access to financial dashboards displaying the data you need to make tactical and strategic decisions in a timely manner
Drill up, down and across information segments in real-time data interaction to fully analyze trends, budgets, and spending ratios
Use visual, graphical representation of financial data to make it simple for everyone to understand your financials
Strengthen your cash-flow control by setting lower and upper dollar amounts on expenditures for enhanced fraud detection
Improve stewardship by monitoring program spending ratios and tracking program efficiency

1099 Tax Forms and eFiling by Aatrix®
Additional capabilities have been added to the functionality from Aatrix® integration. Produce and perform on-screen edits to your 1099-INT, 1099-DIV, 1099-MISC, and 1099-R. The forms are populated with data from your Accounts Payable module, so you can simply produce different types of 1099s in one application. To preserve an accurate audit trail, you can save encrypted historical files for future reference of each 1099 that has been printed and track more vendor information with reports. Reports include the state tax withheld and 1099 form type as both content and items by page. When you eFile with Aatrix, you can reduce your paper usage and save time.

Enhancements to Inventory
Numerous enhancements to Inventory Controls are making your life easier in version 10. Inventory items can be assigned multiple locations, so every item is accounted for by building or warehouse. To stay on top of spoilage and reduce waste, you can set expiration dates for inventory items with shelf lives, such as prescription medications or food. With the Check Item Availability you can easily check an item’s location and expiration status and availability at, the Purchase Orders, Electronic Requisitions, and Sales Order Entry. Inventory reports also provide more detail and present precise records.

Report Binders & the Scheduler
With version 10, you can print your report binders on demand, delivering report data into your choice of PDF, e-mail, Excel spreadsheet, or printer files. You can easily reorder reports within your report binder to address each recipient's needs. The Scheduler (formerly called NightShift Scheduler) provides options to print to PDF, Excel, or printer files. And if you elect to export to Excel, you can remove the report headers, footers, and page breaks of any Sage MIP Fund Accounting report. Additionally, when exporting reports to Excel, you may now choose to append to an existing Excel workbook.

Enhancements to General Functionality
As with previous versions, this release continues to simplify tasks and save time.

Import reversing journal vouchers in current documents
Use the Recurring Manager to process percentage based recurring documents
Choose your view with more workspace in the navigator mode and pinnable navigator panels, including the Process Manager. Streamline workflows using the Process Manager, allowing users to right-click to rename items and incorporating the redesigned Custom Links with Favorites
Use the new Distribution Code Jump button in Electronic Requisitions to view the funds affected by a distribution code before you choose one, or you can create a new distribution code on the fly
Filter Select A/P Invoices to Pay and Invoices Selected for Payment using vendor user-defined fields
Customize the system for your exact needs more easily now that clear form and column persistence is more accessible to users
Skip a step with the single logon capability of the Windows Authentication Option
Back up your data from any application for increased security against data loss

To learn about Sage MIP Fund Accounting or see a product demo, visit our See a Demo page.

What’s New in Sage Fundraising 100 version 7

Powerful and user-friendly, Sage Fundraising 100 offers mid-sized to large organizations a full suite of integrated modules for effective management of communications and relationships; tracking contacts and prospects; and managing tributes, events, volunteers, endowments, and more. Version 7 delivers the following new features and enhancements:

New Endowment Data Examiner Module—This new module imports summary data from third-party endowment applications into Sage Fundraising 100 version 7. Third-party endowment balances, relationships, lifetime contributions, and disbursements are available for viewing, querying, ad-hoc reporting and exporting. The constituent view displays consolidated campaign giving and endowment information. Users have the option to synchronize demographics, addresses, phone numbers and e-mail addresses between Sage Fundraising 100 and third-party endowment applications.

New Volunteer Management—Build detailed Volunteer Profiles that include skills, availability, preferences, wish lists, and other details of your volunteers. Enter the corresponding data on Volunteer Opportunities that exist within your organization or at external agencies. Use the site-configurable matching process to link Volunteer Profiles with the appropriate Volunteer Opportunities, saving and tracking each match as a Volunteer Placement. To manage high-value board and committee volunteers, Volunteer Opportunities can be associated with committees. To further facilitate the courting and grooming of volunteers for board involvement, Sage Fundraising 100 Tasks can be linked to Volunteer Profiles, Opportunities, and Placements. Your data from the previous Sage Fundraising 100 volunteer functionality is automatically upgraded into the new, enhanced Volunteer Management module and interface.

Import Enhancements—You can now import Tribute data, details for additional membership card holders, and details for non-constituent spouses. In addition, receivable imports respect campaign fund validation rules and accept a valid fund description in place of the fund code or fund key. There is also a new option to check for address duplicates.

User Enhancements—Now you have even more freedom to use Sage Fundraising 100 in the way that works best for your organization. A new utility enables users to mass edit record ownership to a new owner. Sites can integrate key adhoc reports into the standard reporting menu. To help you stay organized, User Favorites has increased to 20 items giving one-click access to more of your commonly used features. The Campaign Participation View is enhanced to provide a better look at campaign progress. And for increased security of data, field-level security has been added to all fields.

Site Customization—With the new Custom Constituent Edit screen, sites can extend custom constituent edit functionality to a broad range of users. The layout of the Custom Edit screen determines which fields are exposed to this broad audience. You determine which users and departments use the standard constituent edit screen, and which use the new custom edit screen. A default screen layout is provided which may be customized by site themselves or by Sage Professional Services (charges do apply).

New Grants Management Enhancements—Several enhancements have been made to grants management in Sage Fundraising 100 version 7 even easier. There is a new scheduled payment date manager. Running totals and sub-totals are shown when viewing or editing grant proposals, and the ability to mass renew grant proposals now exists. A new Adhoc function gives you the ability to specify grant proposal years using default grant years. The decision-making body lookup table now includes a default funding source and the ability to specify relative dates exists for decision-makers’ approval steps models. Grants allocation approval steps can be integrated to direct giving projects or receivables, and the new Endowment Type Totals report help you monitor your endowments and allocations.

Enhancements Continuing Ease of Use—In version 7, all grids share powerful new Grid Options; you can export data from grids directly into Microsoft Excel spreadsheets. In addition, the integration between Sage Fundraising 100’s Projects and Tasks and the Microsoft Outlook Calendar and Tasks has been enhanced to keep you and your staff on track. The Address View now boasts built-in Google Maps integration and Easy Letter functionality. With one click, Easy Letter takes you into a Microsoft Word document that is pre-formatted with the constituent’s Name and Address, optionally adding a Mailing History entry for the letter. And Sage Fundraising 100 version 7 provides enhanced accounting date validation when adjusting, editing and deleting receivable transactions and applying payments to help facilitate accurate As Of Date reporting.

For a full list of enhancements and new functionality for Sage Fundraising 100 version 7, or to see a product demo, contact Kelley Murphy at kelley.murphy@sage.com.

What’s New in Sage Fundraising 50 version 8

Sage Fundraising 50 version 8 has a comprehensive feature set to help your organization succeed in fundraising efforts. Designed for effective donor and relationship management, streamlined gift processing, and quick reporting, this solution is customizable to better meet your needs and increase the productivity of your organization’s development staff.

NEW! Sage Donate Now— Collect gifts right from your Web site, sending donor information straight to Sage Fundraising 50 version 8. An organization with a Sage Payment Solutions (SPS) account can now create a donation form on its site to collect donations. The constituent information and donations are then pushed into your fundraising database for review and eventual upload. This seamless integration reduces duplicate data entry by transferring gift and pledge payment, recurring gift, and Donate Now data straight to Sage Fundraising 50. And SPS maintains PCI compliance for every payment processed to keep your donors’ sensitive data secure.

Donate Now is available for queries and reports as a processing method. A report appears at the end of every successful Donate Now Processing Utility to print or save as a PDF file for your records. Also, the SPS Donate Now Form Options are easy to use and self-service. A user can customize the organization’s Donate Now page to offer donors options, such as Specific Gift Amounts with labels, organization-specific designations, Honor and Memorial Gift Tracking, Join Our Mailing List, Make Gifts Anonymous, and Recurring Gifts.

Enhancements to Reporting— Strengthen your audit trail with the enhancements to reporting in Sage Fundraising 50 version 8. Save time during reporting by saving changes to reports and stamping them with identifying information. New optional date, time and page number stamps on the print form allow you to preview and print reports with stamps of the date, time, and page numbers. These options are quick and easy, as you need only to click the checkboxes as they prepare reports. Validation messages help you ensure accountability, and “last saved by” information displays to keep track of changes made to reports. These and other methods for saving reports make saving and recalling custom reports easy.

NEW! User Defaults— Stay organized and save time on common tasks! By setting defaults, you can continue to use settings that work best for you. Share default templates with the rest of the organization so others can reap the benefits. The default templates can be set for up to five functional areas, including Data Entry and User Interface, Quick Gift, Import Wizard, Donate Now and Online Gift Processing.

Enhanced Security & System Options— In Sage Fundraising 50 version 8, we continue our commitment to keeping your data safe and secure. For instance, global security privileges enable a user to grant permission to only those users who need to globally add cards or globally edit, and National Change of Address (NCOA) Flags are in the Country Codes to include checked addresses in the NCOA process.

To learn about Sage Fundraising 50 or see a product demo, visit our See a Demo page.

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