PBS, Inc. is no longer actively
marketing this product.
Endowment Accounting System - Donor
Tracking
Copyright
1997 © by Larry Hanson, PBS, Inc.
Designed for the small to medium sized Development
Office or Membership Organization
Overview
EAS-T Endowment Accounting System
- Donor Tracking, copyright 1996, is a Microsoft Windows® based application
designed to meet the need of the small to medium sized non-profit or membership
organization. The application is written in Microsoft Visual Basic and uses
Microsoft Access databases.
EAS-T is an easy to use Windows
application designed to maintain a database of Donors and Donor Prospects and
their gifts to the organization. It can be used to enter, total and track gifts
by Donor, by Category or Fund Raising Event and/or by the Donor's relationship
to the organization. It can prepare mailing labels and create financial
reports. Gift data includes Annual Pledge, YTD Gifts, Pledge Write-offs, and
Remaining to satisfy the pledge and Lifetime Gift Total.
Microsoft
Office ™ Compatibility
Since EAS-T uses standard
Microsoft Access databases, MS Office applications such as Microsoft Word,
Microsoft Excel and Microsoft Access can use the data in EAS-T. For example, MS
Word can be used to create "Mail Merge" fund-raising letters, MS
Excel can be used for advanced financial analysis and MS Access can be used for
customized queries and reports.
Main
Menu Screen
EAS-T
Features
The system allows you to update
Donor data as frequently as required. Donor status may be reviewed on demand.
It provides for printing reports for Donor and Gift analysis as well as Board
Meetings.
Donor
Update Screen
Up to five
Pledge and Giving Levels as defined by the using organization
Three Donor
Types - Individual, Joint and Organization
Donor and
Joint Donor Birth Dates and Joint Donor Anniversary Date
Up to three
addresses per Donor - Home, Business and Alternate
Up to two
sets of Telephone Numbers per Donor - Home and Business
Up to Five
Numbers in each telephone Number Set - Phone, Fax, Cell or Pager and e-mail
address
Quick access
to donor records by an easy to remember Donor Number algorithm or by Last name
or by Organization Name
On-screen
display and update of Donor Addresses, Phone Numbers, Personal Giving data and
Gift History
"Sticky Note" reminders that are displayed at EAS-T startup and can
be set for any Donor on any future date
Donor
Report Selection Screen
Up to forty Donor to Organization
Relationships as defined by the using organization
Up to forty
Categories and/or Events to which Gifts may be credited as defined by the using
Organization
Unlimited
Sub-Categories for individual Endowments, Scholarships and Named Funds
Printing of
3-Up Laser/Bubble Jet or 1-Up continuous form Pin Printer Mailing Labels
Selection of
Donor mailing Labels based on any combination of Relationships, Categories
and/or Events and Giving/Pledge levels
Mailing
Labels may be Printed in sequence by 5 digit Postal ZIP code for reduced
mailing rates
Add
Gift Screens
Six Gift
Types including Check, Cash, Credit Card, Pay Roll, In-Kind, and Write-off
Write-off
Gift Type to handle unfulfilled Pledges
Storage of
Check/Gift Numbers and Gift Descriptions
Year End
Donor Gift Total Tax Information Letters
Built-in
Thank You Note Capability
Additional
System Features
Password Protection
Special Administrator
Functions
Support
and Updates
Complete
time-stamped Audit Trail of all transactions
EAS-T
Requirements
EAS-T requires a PC with Microsoft
Windows 95 ® or higher and approximately 3MB space for the program and database
on the hard disk.
The Development
of EAS-T
Larry Hanson, who worked for IBM
Corporation for 32 years, designed and developed EAS-T..