Donor Managment System

12
March 2012

description

Fully CRA compliant (as at March 2012) User Profile security Streamlined process to create or edit donor record, enter donation and print receipt - all in one screen! Multiple fund allocations Multiple logos - support unique event branding Deposit records Thank you letter automation Donor Pledge tracking and reporting Help documentation per action with a click of your mouse Single receipt processing or batch processing

Transcript of Donor Managment System

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March 2012

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Features User security with advanced features CRA compliant Supports:

Thank you letters Multiple signatures Multiple funds Multiple locations Multiple logos (events) Receipting

Cash no advantage Cash gift with advantage Non-cash gift (no advantage) Non-cash gift (with advantage)

Combined donation receipting customize the frequency of donor receipting per donor

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Single Screen Process One of our key benchmarks was to develop a tool that

incorporated functions related to receipt printing in one screen!

Single screen incorporates Add/update donor profile

Create donation transaction

Create pledge transaction

Print receipt

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Easy Sort/LookupSingle click lookup

Search by first name, last name or “begins with”

Search or sort by date range

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Donor/Donation/Receipt

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Pledge

Enter first donation of donor pledge

Create donor pledge based on initial donation

Choose fund allocation and add end user comments

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Detailed Donor File

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ReceiptFully customizable

field names

and layouts

Y0ur donor will love

our itemized donation

detail to reconcile

their donations!

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Thank you….Sort by date – assign letters to donations and print

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User friendly setup

Centralized Menu full function and user security controlled

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Help?Every function in DMS has a help button that refers you to the relevant material in our documentation!

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More information? Please contact us for more information at:

Innovative Healthcare Solutions

1-877-901-6477

647-478-7280

Or email [email protected]