Popular Articles

  1. Adding & Modifying a Single Contribution

    If your charity receives any offline Contributions (i.e., donations not coming from CanadaHelps) such as gifts of cash, cheques, EFTs or in kind, you can take advantage of your DMS to track these one-off gifts.  This article will cover adding an...
  2. Sending Thank You Emails & Letters

    Thanking your donors for each donation to your cause, however large or small the gift, is important for the long-term growth of your organization. To build trust and loyalty, and facilitate continued donations and support, the most successful cha...
  3. Merging Duplicate Contacts

    From time to time, you may notice that you may have accidentally entered duplicate Contacts in the Donor Management System; contacts that are supposed to be the same but are listed more than once. Merging (or Deduping) your duplicate Contacts ...
  4. How to Track Your Fundraising Efforts in the DMS

    The Donor Management System allows you to perform Advanced Searches on Contacts and  Contributions, create Contact Groups , and generate Reports . But first, it's important to understand how to track all of this data effectively in the DMS. ...
  5. Navigating the Reports Tab & Available Reports

    The Reports Tab contains a list of Contribution ,   Contact , and Opportunity  Reports that can be used to understand key insights about the Contacts and Contributions in your DMS. Learn more: Filter , Sort and add Custom Co...
  6. Modifying the Default Tax Receipt Emails

    When issuing and re-issuing DMS-issued tax receipts, if you've chosen email as the delivery method , your tax receipts will include a thank-you email message in the body of the email with the donor's tax receipt attached. This article will ...
  7. Designing a DMS Mail

    When communicating with your donors through DMS Mail (Bulk Email), it's crucial to add visual components in order to attract new donors or encourage your existing donors to contribute again. This article will show you how to add a variety of vis...
  8. Issuing a Corrected Tax Receipt

    Issuing a Corrected Tax Receipt If you issue a Tax Receipt with any mistakes, you can easily fix the mistake, void the receipt and reissue a corrected Tax Receipt through the DMS. 1. Visit the Contributions Tab 2. Search for the Contributi...
  9. How CanadaHelps Donations Sync with your DMS

    With the Donor Management System, your CanadaHelps data is at your fingertips! As you begin your DMS journey, learn all about how your CanadaHelps.org donors, donations and campaigns will sync with your new DMS. Pre-existing CanadaHelps Dat...
  10. Assigning CH Funds to Funds in your DMS

    DMS Funds vs. CH Funds  Funds Funds in your DMS  allow you to record where all donations (whether made online  through CanadaHelps.org, or made offline  and recorded in your DMS) are allocated internally within your organization. As ...