subscriptions

thankQ’s Finance module enables you to enter subscription information quickly and simply. Default values can be set to assist with the entry of a batch, and ‘due’ subscriptions can automatically be loaded into a batch and checked off as they are received. Any additional donation received can be easily managed, with gift-aid if appropriate as part of the same process. The bar code options offered by thankQ allow you to extend the ideas of defaults and rapid entry even further. Whenever a contact is selected, the system automatically checks if they have a subscription due and guides the user to pick the appropriate entry.

Within thankQ, pledges or subscriptions can be set up and easily viewed against the contact profile, along with all bank and payment information. This ensures ‘due’ payments can be loaded automatically and a BACS file generated for claiming direct debits. Unfulfilled pledges or subscriptions are easily identified and escalation letters can be automatically generated to remind the donor of their commitment.

The system also smoothly manages soft credits between contacts, for example husband-wife or company-director donations. Donations can be soft-credited automatically, as an ongoing arrangement, or recorded individually on an ad-hoc basis, ensuring you keep track of the full ‘value’ of your supporter.

benefits

Member benefits such as newsletters, free gifts or discounts can be automatically allocated against the relevant record when their subscription is set up or renewed. As any specific benefit is sent to the member the communication history for that contact will automatically be updated avoiding costly duplications and mistakes. By integrating with the Trading module thankQ can ensure that any additional products or benefits attributed to a member are accurately tracked and recorded.

trusts

thankQ's Trusts module helps you manage the process of applying to trusts and foundations for grants and funding. By accurately recording the assessment criteria upon which they base their decisions and their application timescales, the module helps you ensure that your organisation makes the most of any good matches with these sources of income.

Once you have received funding, the module enables you to record the information that must be submitted to meet the requirements of the grant; for example, project reports or annual reports and accounts. thankQ enables you to record these deadlines and will remind you as they become due.

thankQ trusts (PDF - 120KB)

legacies

Our legacy module helps you manage the key stages of the legacy process; communication history with solicitors and next of kin, the recording of the income or gifts in kind against the appropriate contact and generation of suitable thank you letters. thankQ also assists in legacy marketing, helping you to generate sensitively targeted mailshots and forecast potential and future legacy income.

thankQ also accommodates In Memoriam processing. Gifts can be processed against the individual donor or, if given anonymously, against another contact, for example the funeral home. Thank you letters can also be produced and sent to either the individual donors, a next of kin or the funeral home, with the gifts listed explicitly or anonymously, as required.