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Donor Management System
Fundraising Solutions
Table of Contents
Table of Contents
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Refine
Donor Management System
Fundraising Solutions
Refine
Donor Management System
Fundraising Solutions
Home
Glossary
Donor Management System
1. Getting Started
2. Importing Data During Onboarding
3. Customizing your DMS
4. Training Webinars
5. Dashboard
6. Contacts
7. Contributions
8. Campaigns, Funds, & GL
9. Receipting
10. Communicating with your Donors
11. Opportunities
12. Reports
13. Settings
What's New?!
Fundraising Solutions
CanadaHelps Profile
Customizable Donation Forms (CDF)
Peer-to-Peer Fundraising (P2P)
Ticketed Events
Donations of Securities
Cause Funds
Other Promotional Opportunities
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Donor Management System
3. Customizing your DMS
Customizing Your DMS: Basic Steps
Configuring your Organizational Details
(2)
Modifying your Organization Information
()
Configuring your Fiscal Year Date
()
Configuring your Tax Receipts
(4)
Configuring your Tax Receipt Settings
()
Modifying the Default Tax Receipt Thank You Note
()
Modifying the Default Tax Receipt Emails
()
Previewing Tax Receipts
()
Configuring Your Email Settings
(3)
Connect your Email to the DMS
()
Adding an additional From Email to your DMS
()
Connect your Email to the DMS - Frequently Asked Questions
()