Donor Management Key Functionality

Modified on Sat, 20 Jul at 10:27 AM

From a high-level perspective, Donor Management can be divided into several areas of functionality:

  • Donor Management
    • Donation Management Form
    • Contact relationships and households
  • Donation Management
    • Donation Payments processing
    • Tribute Management
  • Donation Tax Receipt Management
    • Tax Receipt Processing and Document Generation
    • Print, cancel, and re-issue Tax Receipts
  • Campaign Management
    • Campaign Donation Goal Tracking
    • Donation Appeals and Designations Tracking

Benefits 

The Contact and Donor Management tools enable users to:

  • Create better relationships and gain online visibility to donors and contributors
  • Manage lists or mailing groups for campaigns, appeals and designations
  • Track donation data specific to each donor
  • Simplify tax receipting processes with unlimited flexibility

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