Client Snapshot: Trout Unlimited
Constituent Records: Approximately 400,000
Gift Records: Approximately 1.3 Million
Trout Unlimited has been using Portfolio since the Spring of 2002. The Trout implementation is an ASP hosted solution with servers residing at Amergent.
They have approximately 30-40 users of the system including remote “Field Officers” responsible for maintaining relationships with their major donors. A majority of the data entry is handled by third party firms with Portfolio accepting daily feeds. These third party vendors are also provided with limited access to the system to support data entry needs.
|Amergent has worked with Trout on a number of customizations and integration projects to our solution including an online “Member Center” that allows Trout members to “self service” for donations, renewals, address changes, review of donation history, etc. from a private Members' Only area on the Trout website.|