Anthology Encompass vs. Fundraising Report Card

Importing and exporting data is failry easy. Automation for e-mail marketing is severely lacking.

Incentivized

If you work in a Development/Fundraising Department and have EVER been asked what your donor retention rate is - this is for you.

Incentivized

• It allows us to create fields as needed.
• Creating an export of data is really easy.
• Merging of records is fairly simple.

Incentivized

• It makes preparing fundraising reports super easy. I used to spend 6-8 hours preparing a board report and now it takes me 30 minutes... PLUS I can pull up the reports in real time during board meetings to allow board members to see the data presented in different ways or to answer questions on-the-spot.
• It has metrics that I've never even thought to prepare - including some that always felt too complicated to prepare. Lifetime Donor Value, Donor Retention Rates, Lapsed Donors, Acquired Donors, Reactivated Donors - all broken down by giving segments.
• I can customize Giving Segments. I work at a small non-profit - a major gift for us is different than a major gift for a larger organization. I can break up my data in the segments that make sense for my organization [and select colors that match our branding... you've never seen a happier Marketing Chair on your Board of Directors than when you give them a report that is properly branded for the organization. It's a small thing, but it doesn't take any extra work on my part.]

Incentivized

• A more inclusive duplicate identification tool would be great.
• QR tickets for event registrants would be great and move you into this century.
• Allowing more flexibility with event creation is vital to us at this time.
• Additional automation would be great. Email event info, then to those not registered, then a reminder to those registered. Now it is entirely manual throughout the entire process.

Incentivized

• The only difficulty I have with Fundraising Report Card is that the integration with our CRM [Kindful] doesn't keep track of the unique ID that is exported to Fundraising Report Card [to maintain confidentiality]. So it takes a bit more work to identify which donor[s] fall into a category. For example, Fundraising Report Card will tell me that 3 major donors lapsed in the previous quarter - and I can export the Donor ID's from Fundraising Report Card, but those ID's don't mean anything in my CRM, so I can't directly see who those donors are to follow up. This is an issue with the integration specifically with Kindful.

Incentivized

It does not have the automation or event tools that we are desperately needing at this time.

Incentivized

The software is old and complicated. Not very intuitive to learn.

Incentivized

It is usually up and running.

Incentivized

No integration.

Incentivized

I usually get an accurate response to issues. Your service techs are knowledgeable in how the software works and is set up.

Incentivized

N/A I've only attended webinar training, which is great when you are on live, not so much when watching a recording.

Incentivized

Most are recorded, so questions that arise are not easy to get answered.

Incentivized

Unknown. I wasn't here.

Incentivized

None others to date.

Incentivized

• The cleanup process is very painful due to lack of any automation
• Identity checkpoint would be great if we could control the fields being matched.

Incentivized

• While I don't think I can entirely quantify the ROI for Fundraising Report Card, it made it possible for us to make better decisions and set better goals. Before we had this tool, we either spent way to much time analyzing data in spreadsheets [trying desperately not to make mistakes] OR more often, made strategic decisions without the facts to back us up. Our fundraising efforts are much smarter than before, and we KNOW where are areas of concern lie.
• We don't have to guess whether or not our strategies are working. We know.

Incentivized