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
1. Getting Started
Welcome to your new DMS! Learn how to log in for the first time and navigate the features of the DMS.
2. Customizing your DMS
3. Training Webinars
View pre-recorded training videos to learn how to perform key functions within the DMS!
4. Dashboard
Explore the features of the Home Dashboard and customize your Dashboard for your unique User Account.
5. Contacts
6. Contributions
7. Campaigns, Funds, & GL
8. Receipting
Learn how to issue receipts to your donors or acknowledge non-charitable contributions
9. Communicating with your Donors
Learn how to thank your donors, create mailing labels, and use DMS Mail to send single and bulk emails.
10. Opportunities
Use the Opportunities Tab to track the status of major donations, grants, or special projects.
11. Reports
Learn how to generate reports and track your campaigns, funds, and donors within the Reports Tab.
12. Settings
What's New?!
Exporting your Data