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Donor Management
Running a successful charitable organization means building strong relationships and keeping your operations running smoothly. The Donor Management app is an all-in-one platform designed to centralize your daily administrative tasks so you can spend less time on paperwork and more time making an impact. From tracking daily financial gifts to organizing large-scale fundraising events, this application gives you a complete view of your organization's overall health. With Donor Management, you gain a clear, real-time picture of your organization's progress, helping you build trust with your community, streamline your daily tasks, and achieve your fundraising goals with confidence.
Features
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Support
Service
Features
Manage Donors and Families
Keep all your donor details in one place to make it easy to see their contact info and past gifts. You can group families together and organize people into lists, which makes it much simpler to reach out to them without any mix-ups.
Track Gifts and Make Receipts
Record every donation you get and choose exactly where that money should go to make your accounting clear. The app will also automatically make and send thank-you notes and tax receipts to your donors as soon as they give.
Run Campaigns and Pledges
Set clear money goals and timelines to make your big fundraising campaigns a success. You can also track promises to give and set up automatic reminders that make sure people remember to send their money on time.
Plan Events and Volunteer Help
List what your volunteers are good at and track their hours to make the most of their helpful skills. You can also plan events, limit ticket sales, and manage who is coming to make sure your gatherings run perfectly.
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1.) Configuration Setting
Configure foundational rules for donor classification, communication triggers, and accounting defaults. Establish thresholds for major donors, set up automatic thank-you emails, and define default financial journals.
Navigation : Donor Management → Configuration → Setting
2.) Donor Categories
Organize your contributor base into distinct groups such as major, regular, or monthly donors. Assign specific codes and colors to each group for quick visual identification and streamlined management.
Navigation : Donor Management → Configuration → Donor Categories
3.) Donor Categories
Define specific parameters for a chosen donor group, including name, code, and minimum total contributions. Enable automatic assignment features and track the total number of individuals within this classification.
4.) Donation Types
Classify incoming contributions by defining various forms of giving, such as general donations or major gifts. Specify tax-deductible status and assign default financial journals for accurate record-keeping.
Navigation : Donor Management → Configuration → Donation Type
5.) Donation Types
Establish detailed settings for a specific kind of contribution to ensure accurate financial tracking. Link the donation to a default income account and journal while explicitly marking whether the amount qualifies for tax deductions.
6.) Funds Management
Monitor various financial pools, including annual operation and education funds, to track overall fundraising progress. Review total raised amounts, remaining targets, and current activity status at a glance.
Navigation : Donor Management → Configuration → Funds Management
7.) Funds Management
Track the performance of an individual financial pool by defining its target amount and designated fund type. Evaluate real-time progress through total raised figures and the remaining balance needed to reach the target.
8.) Acknowledgment Templates
Prepare standard communication formats for various trigger events like first donations, recurring setups, or pledge reminders. Ensure consistent and timely outreach by managing active email formats in one central location.
Navigation : Donor Management → Configuration → Acknowledgment Templates
9.) Acknowledgment Templates
Set specific criteria for automated communications, defining the template type and the exact event that prompts the message. Link a specific mail format and enable automatic sending to streamline constituent outreach.
10.) Volunteer Skills
Maintain a comprehensive list of abilities relevant to your operations, such as fieldwork, cleaning, cooking, or administration. Assign unique color indexes to each ability to easily organize and match people with suitable tasks.
Navigation : Donor Management → Configuration → Volunteer Skills
11.) Volunteer Skills
Define individual volunteer capabilities by assigning clear names and distinct color identifiers. This organization aids in quickly matching personnel to appropriate operational tasks.
12.) Donor Segments
Group constituents based on shared characteristics or giving histories to tailor outreach strategies. Keep track of matching donor counts and manage automatic list refresh schedules.
Navigation : Donor Management → Configuration → Donor Segments
13.) Donor Segments
Review specific constituent grouping rules and observe the current number of matching individuals. Configure automatic refresh intervals to ensure demographic data remains current for campaigns.
14.) Event Management
Organize fundraising gatherings by establishing crucial details including dates, venues, and public visibility. Manage available ticket tiers and track attendee registrations to ensure smooth execution.
Navigation : Donor Management → Events
15.) Volunteer
Maintain a comprehensive directory of individuals dedicating their time to organizational causes. Quickly identify personnel using unique reference codes for streamlined task assignment.
Navigation : Donor Management → Volunteers
16.) Volunteer
Store essential contact information and specific skill sets for individual helpers. Track their availability and log approved service hours directly linked to related organizational activities.
17.) Campaigns
Monitor all ongoing fundraising initiatives aimed at supporting various organizational goals. Access high-level overviews to evaluate which drives require additional marketing or support.
Navigation : Donor Management → Campaigns
18.) Campaigns
Establish core fundraising objectives by setting target amounts and designated timelines. Review overall financial progress and link the initiative to a specific organizational fund.
19.) Campaigns Team
Assign dedicated personnel to specific fundraising initiatives to establish clear leadership and accountability. Maintain readily accessible contact information for designated campaign managers and support staff.
20.) Campaigns Milestones
Break down large fundraising goals into manageable financial checkpoints with specific target dates. Track the current status of each phase to ensure the overall initiative stays on schedule.
21.) Donations
Review a complete ledger of all financial contributions received by the organization. Quickly identify specific transaction records and their associated contributors for accurate book keeping and financial tracking.
Navigation : Donor Management → Donations
22.) Donations Designation Lines
Allocate contributed funds to specific organizational needs or physical items. Track how individual financial gifts are distributed across different internal operations to ensure proper resource utilization.
23.) Donations Tax
Manage the official tax-deductible status of individual financial gifts. Record necessary tribute information to properly honor individuals associated with specific financial contributions.
24.) Donations Receipt
Finalize the contribution process by marking transactions as officially acknowledged. Generate necessary documentation to provide contributors with proof of their financial support for personal records.
25.) Donations Receipt
Generate formal acknowledgment paperwork detailing specific contribution amounts and tax statuses. Distribute these finalized records to constituents for their personal financial and tax reporting needs.
26.) All Donors
Access a comprehensive registry containing all individual and corporate contributors. Review key contact details and overall giving histories to maintain strong constituent relationships.
Navigation : Donor Management → Donors → All Donors
27.) All Donors
Maintain centralized records containing personal contact details and comprehensive giving summaries for individual supporters. Evaluate their active status and assigned organizational segments to tailor future outreach.
28.) Household
Organize individual supporters into collective family units or shared residences. Manage communication strategies for grouped individuals to ensure comprehensive and respectful organizational outreach.
Navigation : Donor Management → Donors → Household
29.) Merge Donors
Identify and consolidate duplicate constituent files within the organizational database. Maintain accurate giving histories by combining redundant entries into a single, comprehensive source of truth.
Navigation : Donor Management → Donors → Merge Donors
30.) Merge Donors
Specify exact rules for handling duplicate constituent files during the consolidation process. Choose whether to permanently remove or simply archive outdated records to maintain database integrity.
31.) Donors After Merge
Review comprehensive details of an individual supporter including their total financial contributions and current classification status. Maintain up-to-date contact information to facilitate effective ongoing communication.
Navigation : Donor Management → Donors → All Donors
32.) Import Donors
Streamline database population by bringing in constituent information from external sources. Quickly access the necessary tools to upload bulk contact lists and expand the organizational network.
Navigation : Donor Management → Donors → Import Donors
33.) Import Donors
Select and upload formatted spreadsheet files containing new constituent information. Ensure seamless integration of external contact lists directly into the central management system.
34.) Pledge
Monitor outstanding financial commitments from supporters to anticipate future funding. Track the current fulfillment status and remaining balances of individual promises to contribute.
Navigation : Donor Management → Pledge → Pledge
35.) Pledge
Examine the specific terms of a financial commitment including total expected values and targeted completion dates. Review the amount already paid versus the remaining balance linked to designated campaigns.
36.) Pledge Reminder
Access communication tools designed to prompt supporters about their upcoming or overdue financial commitments. Maintain consistent cash flow by systematically following up on promised contributions.
Navigation : Donor Management → Pledge → Pledge Reminder
37.) Pledge Reminder
Establish parameters for follow-up communications by targeting upcoming or overdue financial commitments based on customized timeframes. Review the list of applicable supporters before initiating targeted messages to ensure accuracy.
38.) Pledge Reminder
Review the history of communications sent regarding specific financial commitments directly within the supporter's file. Verify the exact wording and financial details provided to constituents regarding their ongoing fulfillment schedules.
Navigation : Donor Management → Pledge → Pledge
39.) Campaigns
Evaluate the overall success of ongoing fundraising initiatives through real-time financial tracking. Instantly assess total collected amounts alongside outstanding promised contributions and overall participation numbers.
Navigation : Donor Management → Campaigns
40.) Donation Summary Report
Access specialized functions to manage individual supporter records and generate comprehensive giving summaries. Produce formalized documents detailing complete contribution histories to assist with financial tracking and constituent relations.
Navigation : Donor Management → Donations → Print
41.) Donation Summary Report
Review a formalized document summarizing a constituent's complete giving history and current active status. Evaluate total contributions alongside individual transaction details in a clean format suitable for physical distribution or external sharing.
42.) Campaigns
Access specialized options to duplicate initiatives, remove outdated entries, or generate comprehensive performance documents. Produce formalized overviews detailing financial progress to keep stakeholders informed of overall fundraising success.
Navigation : Donor Management → Campaigns → Print
43.) Campaigns
Evaluate the overall success of specific fundraising initiatives through formalized performance documents. Review aggregate financial metrics and identify top contributors to directly gauge the effectiveness of current outreach strategies.
User Guide
