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SIM2K would like to announce the availability of a
fully-customizable Capital/Long-Term Campaign tracking software
application designed specifically for Dioceses.
Function: The Diocesan
[Capital/Long-Term] Campaign Management software is designed
to:
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Provide the ability to track pledges, receipts and performance /
sharing over long-term / multi-year campaigns |
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Accept exports from PDS, MIP or other accounting software |
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Track Pledges, Cash and Write-offs; including Restricted funds |
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Allocate Pledges and Cash at two levels to the Parishes and
Archdiocese |
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Allocate Archdiocese funds between various initiatives |
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Provide various reports to support these functions including a
Monthly Cash to Parishes report |
Current clients:
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Archdiocese of Indianapolis |
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Archdiocese of Louisville |
Each of these clients had very specific but different needs and
SIM2K was able to meet those needs.
This particular example had the following requirements:
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The campaign split all revenue per the percentage shown until
the level of 1.1 times the Benchmark (Tier I and Tier II) |
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The Pledges and Funds Received allocated to the Archdiocese was
then spread between the various Initiatives based upon different
percentages at Tier Tier I verses Tier II. |
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It handles a monthly import file from PDS, MIP and other
accounting packages |
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Reports Include a Cash Flow Statement and a Monthly Cash to
Parishes report. |
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The application includes nine management reports and five
maintenance reports. Other reports can be added. |
The application can be modified to meet individual Campaign
requirements.
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Clients have had different
Initiatives funded differently at Tier I and Tier II levels.
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United Catholic Appeal
funds played a role with one client but not the other. |
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Overpayments can be
accommodated. |
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Write Offs can be handled
up-front or allocated monthly as dictated by your accounting
practices. |
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Direct Payments to the
Parish can be accommodated. |
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Campaign Expenses have
been accounted for prior to Parish funds being allocated AND for
another client they have been allocated as a percentage of
collections. We can tailor the application to meet your needs
and requirements. |
The Application uses an Access database with Visual Basic and SQL
query language.
More Information can be found
here.
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