Exceed! Basic fundraising software enables users to streamline and automate many of the routine, yet time-consuming tasks associated with fundraising and donor management.

Nonprofit Uses

Nonprofits and libraries can use Exceed! Basic to:

• Manage information about donors, prospects, board members, volunteers, and other constituents
• Organize and track donor gifts, pledges, and dues
• Create reports to target and analyze campaigns
• Add charts and graphs to various reports
• Create emails, letters, and labels

Exceed! users can also:

• Export data to be used with the email and mailing functions in Microsoft Office and other products
• Make Outlook appointments and contact records
• Post transactions to QuickBooks

Licensing

This product allows multiple user login profiles but allows only one login at any one time.

Add-Ons Available from Telosa

Special pricing for is available to customers from TechSoup for:

• Technical support packages. Telosa technical support is supplied only through a separate contract.
• Multi-user upgrades for organizations that need two to five concurrent users.

For details see http://www.telosa.com/techsoup/services.html.

501(c)(3) nonprofits can enroll with the Vertical Response marketing service to send up to 10,000 emails per month at no charge.

Upgrading from Earlier Versions

Note: This product is the full version of Exceed! Basic 3.0 Build 6, not an upgrade. If your organization is currently using any previous version or build, please contact Telosa for information on how to obtain a support contract upgrade: Deborah O'Sullivan, phone (800) 676-5831 x 103, email services@telosa.com

Choose Carefully

The administrative fee for this product is not refundable, and the product cannot be exchanged.

Obtaining This Product

Expect two emails. When your donation request has been approved, TechSoup will send a message to your organization email address with preliminary information about obtaining this product. Shortly after, the donor partner will send an email with information needed to complete the installation or activation.

• Hardware:
• 500-MHz Pentium III (or higher) processor
• 128 MB or more RAM
• 100 MB available hard-disk space (required size may vary, depending on the number of records stored in your database)
• 800x600-pixel (or higher) display
• Software:
• Windows 2000; Windows XP; Windows Vista; Windows 7
• Other:
• The capacity to download about 42 MB of data
• For mail merge letter creation and data exports — Microsoft Office XP/2003/2007/2010
• For sending email — MAPI-compliant email client
• For integration with QuickBooks accounting software — QuickBooks 2008 or later: Pro, Premier, or Nonprofit edition (Windows 7 users must have 2010 or later)
• If the database is to be shared between workstations, see http://www.telosa.com/products/ebasic/sys_req.html

• Telosa Exceed! will be distributed under this program to qualifying organizations only, not to individuals.
• This donation is available to nonprofits with 501(c)(3) designation and to public libraries. Public libraries must either have valid 501(c)(3) nonprofit status or be listed in the Institute of Museum and Library Services (IMLS) database.
• Each qualifying organization may request a single product (discounted or donated) within a fiscal year (July 1 – June 30).
• Donated Exceed! Basic is available to organizations with annual operating budgets less than or equal to $50,000. Discounted Exceed! Basic is available to organizations with annual operating budgets from $50,001 through $500,000.
• Organizations must be willing and able to provide information to Telosa for the purposes of creating a case study on this program.
• Organizations that advocate, support, or practice discrimination based on age, ethnicity, gender, national origin, disability, race, size, religion, sexual orientation, or socioeconomic background are not eligible to participate in this program. Organizations must be willing and able to attest that they do not discriminate on any of these grounds in order to receive donations.
• Telosa products may not be transferred or resold.