Refine
Donor Management System
Charity OS
Fundraising Solutions
Table of Contents
Table of Contents
Toggle navigation
Refine
Donor Management System
Charity OS
Fundraising Solutions
Refine
Donor Management System
Charity OS
Fundraising Solutions
Home
Glossary
Donor Management System
1. Getting Started
2. Customizing your DMS
3. Training Webinars
4. Dashboard
5. Contacts
6. Contributions
7. Campaigns, Funds, & GL
8. Receipting
9. Communicating with your Donors
10. Opportunities
11. Reports
12. Settings
What's New?!
Exporting your Data
A Step-by-Step Guide: How to Export All Your DMS Data
Charity OS
Contacts
Overview of your Contacts Tab
Contact Types
Manage Your Contacts
Donations
Manage Your Donations
Settings
Configure Your Tax Receipt Settings
Data Import
Importing Donations in Bulk
Importing Contacts in Bulk
Customize the Default Tax Receipt Emails
Customize the Tax Receipt Thank You Note
Contact Settings
Donation Settings
Tax Receipting
Manage Your Tax Receipts
Fundraising Solutions
CanadaHelps Profile
Customizable Donation Forms (CDF)
Peer-to-Peer Fundraising (P2P)
Ticketed Events
Donations of Securities
Cause Funds
Other Promotional Opportunities
Home
Donor Management System
2. 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
()