donor managment system
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 processingTRANSCRIPT
![Page 1: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/1.jpg)
March 2012
![Page 2: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/2.jpg)
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
![Page 3: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/3.jpg)
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
![Page 4: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/4.jpg)
Easy Sort/LookupSingle click lookup
Search by first name, last name or “begins with”
Search or sort by date range
![Page 5: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/5.jpg)
Donor/Donation/Receipt
![Page 6: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/6.jpg)
Pledge
Enter first donation of donor pledge
Create donor pledge based on initial donation
Choose fund allocation and add end user comments
![Page 7: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/7.jpg)
Detailed Donor File
![Page 8: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/8.jpg)
ReceiptFully customizable
field names
and layouts
Y0ur donor will love
our itemized donation
detail to reconcile
their donations!
![Page 9: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/9.jpg)
Thank you….Sort by date – assign letters to donations and print
![Page 10: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/10.jpg)
User friendly setup
Centralized Menu full function and user security controlled
![Page 11: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/11.jpg)
Help?Every function in DMS has a help button that refers you to the relevant material in our documentation!
![Page 12: Donor Managment System](https://reader031.vdocuments.mx/reader031/viewer/2022020218/559ebb451a28ab892a8b463b/html5/thumbnails/12.jpg)
More information? Please contact us for more information at:
Innovative Healthcare Solutions
1-877-901-6477
647-478-7280
Or email [email protected]