What Does the DMS do?

The Donor Management System (DMS) is a system designed to help you better understand your donors so you can make informed decisions, cultivate relationships, and, ultimately, raise more money to fund your mission. 

It can also help you and your team save countless hours by automating key processes such as tax receipting and emailing, all while giving you a 360-degree view of your donors, constituents, volunteers, and more.

Organize your data

• Access donor, donation, and campaign data from CanadaHelps, which is automatically updated for you on a daily basis.
• Import your historical donor data (i.e., donors and gifts outside of CanadaHelps) for a complete overview of your fundraising efforts.
• Easily track your ongoing donor interactions and activities in one place, for consistent donor management across your team.
• Help ensure that existing relationships and valuable donor information aren't lost with staff changes.

Better understand your supporters

• Access preset reports by campaign, campaign groups, funds, receipts and more to better understand your donors.
• Use dozens of filters to create reports that are highly customized for your organization's different stakeholders.
• Pin the most relevant reports to your Homepage for easy, day-to-day access.

Streamline administration

• Easily process one-time and recurring donations taken over the phone, in person, or from your direct mail response with our built-in payment tool.
• Issue tax receipts individually or in bulk, and send highly customized thank you messages in real-time, or on your schedule.
• Communicate effectively with your donors using our built-in email tool, or our MailChimp integration.

Identify opportunities for growth

• Use the Groups and Smart Groups feature to easily identify key donor segments.
• Leverage the Opportunities page to track and manage grant applications, donation prospects and more.