Helpful for donations, acknowledgements, and reports
Updated September 12, 2023

Helpful for donations, acknowledgements, and reports

Anton Hooper | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with EveryAction

I use EveryAction to process donations received by Martha's Table and to create acknowledgment letters for donors. EveryAction makes it easy to create check batches, as well as to track individual donations. In addition, creating the same types of acknowledgment letters has made doing that aspect of the job very easy. It even provides the option to use the Excel download for reports if deemed necessary.
  • Acknowledgement letters
  • Keeping track of donations
  • Allowing changes to be made to donations if necessary, even after a couple of days (our old system was very difficult to make changes to a donation record)
  • Allows for direct attachment of any electronic documents to the donor profile
  • Credit card donations don't always deposit at once, making it hard to decipher which credit card batch was deposited on which date.
  • There's no easy aspect of creating tribute letters outside of an Excel format spreadsheet. Even then, aspects required tend to be missing.
  • It has made processing our donations much easier, especially as our busy holiday season rolls around.
None at this time; it went rather smoothly.
So far, there haven't been any outages, planned or unplanned, since I started using the program. I haven't needed to contact support with them for anything once I got the hang of the system.
In regards to my job description, it has made donor processing and acknowledgement letters much easer to complete.

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I'd prefer EveryAction; even the few faults that EveryAction had were not things that Raiser's Edge did any better. I'd prefer this new program and look forward to learning more about its features.
It's very helpful for keeping track of donations with each donor. Acknowledgements tend to be done much easier with this program. Daily reports are pulled with ease, as well as reports allowing me to find duplicate donor profiles. In addition, I'm able to use this program to better keep track of those who pledged donations to us vs who paid those pledges.

Tribute letters are a bit less reliable with this program.