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Donor Management System
Fundraising Solutions
Table of Contents
Table of Contents
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Donor Management System
Fundraising Solutions
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Donor Management System
Fundraising Solutions
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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
2. Importing Data During Onboarding
These articles will walk you through the process of preparing your historical (i.e., past) donor data so that we can import it for you into your new DMS during your Onboarding.
Importing Your Donor Data
Tips for Organizing Your Historical Donor Data