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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. 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
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
8. Receipting
Tax Receipting
Issuing Tax Receipts
(5)
Issuing Tax Receipts in English and French
Issuing Yearly Tax Receipts
Issuing In Kind Receipts
How to Issue Tax Receipts for Couples
Excluding a Single Contribution from Receipting
Managing Issued Receipts
(3)
Issuing Duplicate Tax Receipts (Reissuing)
Voiding a Single Tax Receipt
Issuing a Corrected Tax Receipt
Receipting FAQ
(1)
Printing Support for DMS Receipts