BasicFunder Software

4.61 / 5 (33)

About BasicFunder


BasicFunder is an on-premise fundraising and donor management solution that offers campaign management, event management, email marketing and reporting functionalities within a suite.

BasicFunder allows users to create donor profiles using customizable fields. It also enables users to manage event registrations, tickets sales and payments. The solution allows users to prepare reports on event data such as attendance, registrations and funding received.

BasicFunder allows users to send emails to predefined groups of contacts. The product also offers direct mail, which allows users to design letters using templates and contact groups. Users can print these and mail them out.

BasicFunder features integration with QuickBooks Desktop and Sage 50, which allows users to manage accounts receivable, accounts payable and bank reconciliation reports using transactions recorded in the system.



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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

33 Reviews of BasicFunder

Average User Ratings

Overall

4.61 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(20)

4 stars

(13)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 33 reviews

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September 2014

Ellyn from Children of Ma Anandamayi Foundation

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

September 2014

Intuitive, User-Friendly Nonprofit Database

When we created our first nonprofit organization six years ago, we needed a simple donor-based system that would be easy to learn and use. A friend recommended BasicFunder, highly praising it for offering everything needed at a low price. I tried it out and found that it did indeed give me everything I needed in a database. In fact, it helped me become more organized and shaped the way I corresponded with our growing group of donors. Whenever I ran into an issue that didn't offer an immediate, intuitive solution, I found the user's manuel well-written and informative, and, if that didn't help, a quick call to friendly customer service always provided my solution within the hour. If I could change anything about the system, it would be to add more flexibility to the letter writing function. There is no way (to my knowledge) to save drafts of letters, or PDFs of processed letters onto the computer. You must copy the text and paste into an email or word doc if you want to send it to someone other than the recipient. (Which sometimes comes up when you need something edited or proofread, or if you want to save a processed letter for future reference outside of the database.) The graphic designer in me would also prefer a larger selection of fonts, and the ability to insert photos into the letters. One other down side is that I am normally a Mac user, and hoped that a Mac-compatible version of BasicFunder would one day be released. But I must say that this hasn't stopped me from using the program. It is so affordable for the organization and easy to use that I have installed software on my Mac to be able to switch to the PC operating system. When we started to have people from different states using the same database, we thought we might have to switch to an expensive web-based program instead. But the Basic Data Safe feature allows us to save changes off-site so that other users can download those changes from wherever they are. This, too, is quite affordable at one cent a day. Overall I have been very satisfied with this program and would recommend it to any nonprofit with typical needs.

Response from Jellyware

Replied September 2014

Yes - you can save drafts of letters and PDFs to the hard drive!!! The Print Dialog - where you can select a printer - also allows you to save the report (ie letter or any report) to File. The you have the option of what kind of file. PDF, Spreadsheet, Document. There is even a check box to Open File after save. On Print to file you could open it up immediately and edit it.

January 2012

Bill from Crisis Services of North Alabama

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

January 2012

Bang for the buck!

BasicFunder is a very capable product. It offers an intuitive inferface and it's its very easy to use. Jellyware continually adds imporvements to the software and bugs are repaired as soon as they're spotted. Support has been exemplary. When you think about it, what more do you need? Consider BasicFunder.

Pros

I'm sure there are development software packages available with many more features and likely more capable of serving the needs of really large non-profits, but they are exponentially more expensive than BasicFunder and much more complicated to implement and use. If you're a non-profit operating on a small budget, with a small staff, then you should really consider BasicFunder. It s inexpensive, but not cheap. It's a sound product that does everything I've asked of it and frankly it's capable of doing more than we really need. It's constantly updated and continually improved. There have already been 3 updates in 2012 to add new features and fix bugs! Despite an inexpensive annual maintenance fee, technical support is great. I haven't had many problems, but when I have Walter has been prompt, courteous and thoroughly knowledgeable. Finally it s easy to use. I can teach a volunteer to enter donations in a matter of minutes. Even more complex tasks are easy to learn.

Cons

I'm sure there are limitations; why else would other donor management software packages be so much more expensive. For a small non-profit like ours, with a small staff and a small budget, Basicfunder works very well.

January 2012

Fraser from United Way Lanark County

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

January 2012

Basic Funder Fits the Bill!

As a smaller United Way, we were looking for a cost effective, yet powerful tracking tool for our donations and receipts one that would move us away from the basic and cumbersome Access database system we had been using for a number of years. Basic Funder certainly fit the bill, and more! The system allows very easy tracking of donations, and the effective creation of receipts. We wanted the ability to generate a more appropriate thank you letter, to go with the receipt, and are pleased with what we are able to do. The report-generating feature also assists in generating details for our accounting software of specific donations, and other reports. This feature rich product, coupled with the outstanding support package, makes it ideal for us would not hesitate to recommend Basic Funder to other non-profit and charitable organizations.

Pros

- ease of operation
- ease of install
- clean interface
- clear manual
- easy to use for general computer users
- OUTSTANDING CUSTOMER SUPPORT!! Should be 6 stars!
- Any issues/questions addressed quickly - response times are excellent, and answers are detailed and effective
- product offers generous customization features, in many areas.
- excellent value for cost of acquisition
- ability to e-mail from within the program, i.e. PDFs of receipts

Cons

- some actions are not as intuitive as they could be, but this is a very minor concern - only reason it did not get a 5-star rating.
- would be nice to have some more flexibility in some areas - however, any suggestions for improvements are acted on, and implemented quickly (only reason it did not get a 5-star rating for that catagory)

November 2016

Robin from Council on Domestic Violence for Page County

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2016

CDVPC - Choices

The Basic funder program is top - notch. We have been using it for years. The Customer support is superb! There is always a quick response to questions and a friendly voice to guide me through my experience! I would highly recommend this easy to use program to anyone looking to track donors

Pros

ease of use. Customer support! Thank you letters are easy to do! LOVE the program

Cons

Queries of specific information wanted is sometimes confusing.

Response from Jellyware

Replied January 2017

Thank you!

July 2017

Amy from Interfaith Food Center

Company Size: 2-10 employees


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2017

Great Product - Great Price

Recommend this product for any small non-profit!

Pros

Basic Funder is very easy to get started with. We have been using it for over 5 years and find it very easy to work with. We are a small non-profit, so the cost was a big factor - we don't feel we've "given up" anything - and the support is very responsive!

Cons

The "in memory" and "in honor of" letters and notifications are a little awkward in that you have to set up each honoree individually and link to recipient. Once you figure it out, it's easy!

January 2017

Tom from Bulkley Valley Christian School

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2017

Hard to live without

BasicFunder has the flexibility and built-in-intelligence to understand our development and fundraising needs. Off the shelf, it provides a robust platform for gathering and managing data and transforming that data into meaningful information. When there are questions or issues, BasicFunder staff are very quick to respond. The program is easy to use, but I would encourage new users to be sure that they understand the underlying logic of the database before entering too much information. The program comes with a sample database so you can play without damaging any data.

Pros

robust, ability to customize reports, fields that are intelligent to the real world (I don't have to shoe-horn data into obscure or wrongly-titled fields), quick support

Cons

This is necessarily a complex software, so it takes some 'playing' to understand it. This isn't a fault of the software'just a bit of a learning curve that is inherent in data management for fundraising.

July 2017

Mary from Meals on Wheels of Greater Lynchburg

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

Wonderful!!!!!!! We Love It!! You cannot go wrong purchasing this software.

Able to enter and retrieve information very, very quickly. Reports didn't take too long to learn, the manual is a great help. IN Honor & IN MEMORY setup is much better. Not as many screens to go through to just enter name, address etc. Being a non-profit of home delivered meals we are able to quickly enter what we need.

Pros

Very, Very easy to learn and use and the cost is unbelievable, soooooo much cheaper than others and better to work with. Support is wonderful also.

Cons

The "edit" button on the pages and the red " Delete the currently selected User Created List". right under the Preview & Export tab in User created lists under reports. In the setup for Honor and Memory you cannot use an apostrophe. But so much better even with these cons, you can deal with it no problem.

June 2018

Amber from Feeding America, Kentucky's Heartland

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2018

BasicFunder has fantastic customer service.

Pros

The customer service we've received from BasicFunder has been FANTASTIC. They are always very helpful in answering our questions and expanding the program to meet our needs.

Cons

Some of the functions are a bit complicated and confusing. Sometimes, reports have to be run a very precise way or it will give you the wrong numbers.

August 2017

Shirley from Sadie G. Mays Health & Rehabilitation Center

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2017

I used BasicFunder to set up our Development office 6 yrs. ago and it has served me well ever since

It's useful and affordable.

Pros

It's relatively easy to use and when I don't understand something, your support service is readily available.

Cons

There are features on BasicFunder that I still don't use because I don't really know what they're for or how to use them. I guess I need a refresher.

January 2017

Christine from Literacy Volunteers of Bangor

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

BasicFunder is an excellent product.

BasicFunder is easy to navigate and the support is superior! Every time, I needed to create a spreadsheet report, Customer Support has provided easy step by step instructions.

Pros

Ease of navigation Great support!

Cons

No cons.

January 2012

Daniel from Calvary Baptist Church

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

January 2012

Investment Worthy

I highly recommend this program.

Pros

This program is simple and packed fully of powerful tools for a reasonable price. After initially setting up the program, I was able to show others how to enter contributions and produce receipts and reports in very quick order. I have installed the program for our church and a volunteer pregnancy care center. I have recommended to two other firms. This is not a bookkeeping program like QuickBooks, it is a donation receipting and volunteer tracking program. It allows you to track and reports on donations by donors, events, funds, appeals, etc. It does what QuickBooks non-profit version cannot and will not do. The program does interact directly with QuickBooks posting financial information in either summary or detail. BasicFunder gives us the reports needed. And the customer support gets a 5-Star rating (Thanks to Walter). I highly recommend BasicFunder for churches and para-church organizations.

Cons

While you may not need to send things often to Microsoft Word, when you do, it exports things in RichText format. This will be frustrating to some.

Response from Jellyware

Replied January 2012

Thank you for the review.

May 2017

Debbie from Open Arms Ukraine

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2017

Once I had help with some of the set up, I love this program

Pros

The reports that are able to be produced. Mostly I love the software program and recommend it. The customer support is very helpful and always willing to take the time to explain.

Cons

Some of the reports are difficult to figure out how to produce - if it is not a common report.
But this may also have been easier for other people.

Response from Jellyware

Replied May 2017

Our built-in "common" reporting is very easy as you said. Just select the report, date range and filtering you want. These are all point and click. Debbie, you are re