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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
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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
4. Training Webinars
View pre-recorded training videos to learn how to perform key functions within the DMS!
Watch All Training Webinars
Getting Started Webinar
Tax Receipting Webinar
Communicating with your Donors Webinar