From a high-level perspective, Donor Management can be divided into several areas of functionality:
- Donor Management
- Donation Management Form
- Contact relationships and households
- Donation Management
- Donation Payments processing
- Tribute Management
- Donation Tax Receipt Management
- Tax Receipt Processing and Document Generation
- Print, cancel, and re-issue Tax Receipts
- Campaign Management
- Campaign Donation Goal Tracking
- Donation Appeals and Designations Tracking
Benefits
The Contact and Donor Management tools enable users to:
- Create better relationships and gain online visibility to donors and contributors
- Manage lists or mailing groups for campaigns, appeals and designations
- Track donation data specific to each donor
- Simplify tax receipting processes with unlimited flexibility