What we built for the UM Foundation of New England

2/21/2018


We configured a contact management layer that works specifically for them - a United Methodist Foundation. It allows them to manage:

  • People, donors, volunteers, staff, board members
  • Churches, agencies, organizations
  • Donations
  • Grants
  • Loans
  • Capital campaigns
  • Endowments
They also use the forms part of the system for grant applications and the emailer to email certain sets of contacts. Here's a quick video walk-through.
 

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