Software That Works

MATES® - School Fundraising

What is MATES®?

Considering the specific needs of fundraising within the education environment MATES® has been developed in conjunction with educational institutions and users to provide all the necessary tools from small to large development offices.

Specifically created to effectively provide additional financial support for schools outside of traditional means, MATES® handles donations and pledges of various kinds from donors and sponsors.

By orientating around the family structure and giving users the ability to quickly check related information MATES® can be used to effectively find potential donors and organize fundraising activities.

MATES® is fully customizable, with a wide set of options allowing schools to personalize the software to their needs.

What Features Does MATES® Offer?

MATES® is based around the following core features:

Family oriented

The core functionality of MATES® revolves around viewing the family as a whole unit. It includes a detailed genealogy view of families to give users a greater understanding of how relationships exist between generations and across family units.

People are tracked from new enrolments through to memorial™, providing specific options for each step along the way.

  • Marketing details for enrolments.
  • Scholarship and achievement details for students.
  • Business, alumni, and school involvement information for adults.

Pledges / Donations

MATES® supports several means of donations including once off donations, pledges with periodical payments, bequests, and batch payments for annual voluntary building fund donations and Past Student membership dues. Projects can be maintained from year to year and compared, while special projects can be added for once of occasions like the funding of a new swimming pool.

MATES® also handles managment of school Foundation levels automatically.

A comprehensive selection of reports are available to provide additional donation information such as, pledge projection reports, donation summary reports and more.

School Customization Options

MATES® gives schools the ability to completely customize the software from visual elements to specific school details.

The visual design can be matched to official school colours across the entire application including the use of school logos, the schools name and address, and various images. Each school can also set specific colours for relationships that it wants to make prominent.

MATES® gives the user complete control over list information and provides the ability for users to define their own searchable attributes for donors. Elements can be added, removed, renamed and even combined. For example the school may need to store additional information on a persons primary language. If so, they can add a language category to donors and define the languages. In the event a superfluous option is added it can be removed or consolidated into another language.

Advanced Searches and Reports

Two search options are catered for within MATES®. A quick search to find records based on ids, names and common references, and a comprehensive search giving users the option to cross-reference on particular attributes.

The comprehensive search covers almost all the criteria in the database and can be used to combine disparate items. For example you could search on all the students who graduated between 1970 and 1980, live within the UK, are a member of the past students association, and have given over five thousand dollars of donations. Further more by changing a single option you could view all the receipts given by this group, or all the projects that have received donations from them.

The Advanced search also ties directly into the reporting options giving the user opportunities to create reports on virtually anything. The reports process further enhances this by allowing specific sub reports to be included so that depending on your needs you can print the details of a donors academic achievements, address details, children, or donations.

Granular Security

User security is provided for individual actions down to searches and reports. Administrators can create their own security groups to allow very specific access for users. As an example a security group, say volunteers, can be created just to view events and print labels. Searches can be limited so that a user can only get results on families.