Gain Valuable Insights
We offer three ways to mine your donor data:
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1Cultivate and steward all of your donors with the easy-to-use CanadaHelps Donor Management System (DMS), built specially for charities. Our DMS provides an integrated view into each of your donors, including all offline fundraising activities as well as online donations made through CanadaHelps. This donor management and reporting tool provides everything your small or medium-size charity needs to grow donor loyalty and long term value (coming soon).
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2Access information about your online donors through your CanadaHelps MyCharity account. Review web reports of the most recent donations and use the one-click Donation Download Report to see all the most pertinent donation details. Or, use our custom reporting tool to download the online donation report you need in CSV format.
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3Transfer your CanadaHelps data into your CRM with custom-built connectors. Download the CanadaHelps Connector for Salesforce or JMG's plug-in for Raiser's Edge to easily import your donor and donation data.
Coming Summer 2020
Steward donors more effectively and raise more with a donor management and reporting system built to work with CanadaHelps’ online fundraising tools. The Donor Management System (DMS) from CanadaHelps is an easy-to-use, all-in-one solution designed to help you better understand your donors, make informed decisions, and cultivate your relationships. Stop using spreadsheets and keep your donor data organized so that you can focus on raising more for your cause. Designed with the needs of small charities in mind.
View all your donor information from CanadaHelps, which is automatically updated.
Add donor data for offline gifts (including cash and cheques) for a more complete overview of your fundraising efforts.
Process one-time and recurring payments taken over the phone, in person, or from your direct mail response.
Issue tax receipts and send thank you messages for your offline gifts.
Access preset reports that help you better understand your donors and cultivate relationships.
Communicate effectively with your donors with our built-in email tool, or integrate directly with MailChimp.
CanadaHelps Donor Management System - Information Request Form
Using The Salesforce.com CRM?
You need the CanadaHelps Connector for Salesforce.com
Import CanadaHelps donor and donation data into your Salesforce.com CRM with the free CanadaHelps Connector. This solution is available to all charities using a standard implementation of the Salesforce Foundation’s Nonprofit Starter Pack 2 and 3, and Salesforce Enterprise Edition.
Using The Raiser’s Edge CRM?
Import CanadaHelps donation data into Raiser’s Edge CRM.
Save 50% off the regular price for JMG Solutions Super Importer and Exporter Raiser’s Edge plugin as a CanadaHelps member. Identify and merge a new donation record with an existing one, meet your data requirements and best practices with auto-update data structure, and review and edit donor records before import.
Ready to strengthen donor relationships?
Get started
Blackbaud and The Raiser’s Edge are registered trademarks of Blackbaud, Inc. Salesforce and AppExchange are the trademarks or registered trademarks of Salesforce, Inc. JMG Solutions and JMG Solutions Super Import and Export Raiser’s Edge Plug-in are trademarks or registered trademarks of JMG Solutions, Inc.