Abstract: A method and system for managing a plurality of credit card transactions within an integrated accounting environment. Embodiments of the present disclosure enable integration between financial institutions, organizational accounting systems, and disparate user workflows to overcome deficiencies of the prior art. Specific embodiments enable tracking of credit card charges, credits, and payments directly within an accounts payable interface, enabling the ability to view activity on the credit card account record, register, and vendor record. Methods and systems are operable to establish a real-time data transfer protocol between a financial institution and an organizational accounting application to integrate transaction data in real-time, define vendor association for transactions, and create a real-time credit card register to drive decision making across disparate user roles.

Abstract: A system for tracking donor influence in a charitable fundraising campaign by generating unique URLs in response to a fundraising transaction, and associating web page metadata with donors in a transaction database is described. Embodiments of the present disclosure provide a system for generating unique links for online donation forms containing embedded GUIDs, and provisioning GUID data to a transaction database to track the relationships between donors across database nodes, and calculate an aggregate impact of a referring donor's online link sharing efforts across a network.

Abstract: The invention is directed to systems, methods and computer program products for data integration. An exemplary method includes receiving a data record at a system, comparing the received data record with an existing data record, determining a level of match between the received data record and the existing data record, and in response to determining the level of match is equal to or greater than a first threshold level and is less than or equal to a second threshold level, processing the data, wherein the second threshold level is greater is than the first threshold level. Additionally, the exemplary method includes mapping the received data record to a database accessible to the system.

Abstract: The invention is directed to systems, methods and computer program products for managing membership programs. An exemplary method for establishing a membership program comprises: receiving selection of whether the membership program is annual, recurring, or lifetime; receiving selection of whether the membership program is dues-based, contribution-based, or both dues-based and contribution-based; and receiving selection of whether the membership program has a single term or multiple terms.

Abstract: The invention is directed to systems, methods and computer program products for data integration. An exemplary method includes receiving a data record at a system, comparing the received data record with an existing data record, determining a level of match between the received data record and the existing data record, and in response to determining the level of match is equal to or greater than a first threshold level and is less than or equal to a second threshold level, processing the data, wherein the second threshold level is greater is than the first threshold level. Additionally, the exemplary method includes mapping the received data record to a database accessible to the system.

Abstract: To enable a non-profit to make informed decision about how to spend its limited resources efficiently to maximize its donations, systems and methods to determine prospect propensity and prospect capacity to identify what types of donations, such as annual gifts, major one-time gifts, or planned gifts, the non-profit should solicit from its pool of prospective donors and the likely amount of each such gift. Systems and methods that enable the non-profit further to identify what types of planned gift, such as bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, and life insurance, it should solicit from each of its prospective donors. The systems and methods use models developed using statistical analysis to generate relative scores for all prospective donors in the pool. Such scores and additional wealth information are provided to the non-profit in electronic format for further manipulation and use.

Abstract: A method of optimizing direct marketing campaigns to a pool of potential donors, comprising defining a plurality of segments, wherein each potential donor is a member of no more than one respective segment, defining and associating a respective package with each segment wherein each package is indicative of the material to be sent to members of the respective segment, activating or fixing in time a first segmentation comprised of one or more of the segments, sending the respective package to members of the respective segments, thereafter associating responses with respective segments in a computer database, calculating a response rate and an average gift amount for each respective segment, and creating a new, optimized segmentation based on the responses obtained from the first segmentation. Another method includes means for ranking segments in a hierarchical fashion and optimizing projected return on investment based on an optimized segment hierarchy.