Donor Tools

Donor Overview

1. SSL Secure Certificate.
2. Quick-search for Donors.
3. Donor address card. You can see your donor's address and contact details at a glance while you're entering their donation.
4. Tags. Tags provide a quick and simple way to keep donors grouped together.
5. New Donation Form. Quickly enter a donation for this donor. You can split this donation between multiple funds.
6. Donation history.
7. Thank-you letters. Quickly see if you've thanked a donor for their donations.

Donor Self Service

1. Your own web address.
2. Fundraising Thermometers.
3. Donor Sign-In. Your donors can sign in to view their donations, donate online, and print reports.
4. Donate Online. Easily accept donations online with PayPal. Donations are automatically posted to your Donor Tools database.

Notes

1. Quick note entry form. Quickly record any notes about this donor—phone calls, conversations, personal details—anything that helps you know them better and keep in touch.
2. View historical notes about this donor.

Donations

1. Query donations by date range.
2. Export to Excel (CSV).
3. Export to Quickbooks. One click exports the current report for easy importing into Quickbooks accounting software.
4. Donation reports. Donations are grouped by date entered.

Beautiful Printed Pages

1. Every page is a printable report. Print out any page in the system, and it will come out beautifully formatted for your printer.
2. Print Hint: Print out your donation report when you go to the bank. Many banks will accept this printed page in lieu of listing cheques on a deposit slip.

Thank-You Letters

1. Address When you start writing a letter, personal information is automatically populated with data from the donor's record.
2. Mail Merge Fields Use special codes like {{ donor.name }} to avoid having to cut and paste names and indifidual details.
3. Template Choose one of our simple, pre-defined templates, or have us design one especially for you.
4. PDF When you're finished, download your letter in PDF format. Print as many copies as you need, or retrieve them later on Donor Tools.

It's easy to tie letters to a particular donation to help you see who's been thanked. Or you can write a letter for any reason, and it will show up in the donor's records.