Raise More with the CanadaHelps Donor Management System

Cultivate and steward your donors with the all new CanadaHelps Donor Management System. Everything you need to know your donors, improve your fundraising and foster long-term donor loyalty.

Understand your donors and raise more with our integrated,
easy-to-use Donor Management System!

 

Stop using spreadsheets to manage your donors—the Donor Management System (DMS) from CanadaHelps
makes it easy to keep your donor data organized so that you can focus on raising more for your cause.

Our DMS is built specially for charities that use CanadaHelps and is designed to help you better understand all of your donors,
make informed decisions, and cultivate your relationships.


Gather and access all of your data in one place for a 360° view of your donors.
• Access all of your data from CanadaHelps, which comes integrated with the DMS and is automatically updated with your donors and donation data.

• Import your historical donor data for offline gifts (including cash and cheques) for a complete overview of your fundraising efforts.

• Track your ongoing donor interactions and activities in one place, for more efficient and effective donor management over time.
Streamline your stewardship. Spend more time on your mission.
• Easily process one-time and recurring donations taken over the phone, in person, or from your direct mail response with our built-in payments option.

• Issue tax receipts and send 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.
Understand your donors like never before.
• Access preset reports by campaign, campaign groups, and funds to better understand your donors.

• View receipts reports that provide a full list of all contributions that have been issued a tax receipt.

• Use filters to create reports that are customized for your organization’s stakeholders.
Ready to dive into the Donor Management System from CanadaHelps?
Not ready yet?

Does your charity need a donor management system? Find out if a DMS is right for you. Download White Paper

Picking the right donor management system doesn’t have to be difficult.
Find out how to select the DMS that fits your charity’s needs. Download White Paper.


Key Features
Conveniently import historical donor data for a complete view of your fundraising efforts.
Robust advanced search allows you to dig into key donor information and contribution details quickly and easily.
Send donor communications including thank you emails, segmented campaigns, and newsletters.

Easily issue CRA compliant tax receipts to donors based on their contributions.
Raise more with low payment processing rates that meet the needs of small charities.
Generate reports and use custom filters to uncover key insights and share with external stakeholders.


Affordable Pricing for Your Charity
Includes all DMS features, access to our extensive online learning materials and phone/email support.*

< 1,000
contacts

$99
per month

< 5,000
contacts

$179
per month

< 10,000
contacts

$299
per month

< 15,000
contacts

$389
per month

For 15,000+ contacts, please email us for a custom quote.
* Custom Training and data cleansing/migration costs not included.

What Charities Are Saying

“The new CanadaHelps DMS has allowed us to organize and manage our donor data, as well as track opportunities in ways we couldn’t before — it’s intuitive, simple, yet powerful. And the whole onboarding process, communication and support from the CanadaHelps team has been amazing!”

Alistair Jackson, VP Development
Canada Institute of Linguistics, BC

“We chose the CanadaHelps Donor Management System after researching a number of options. Its feature-rich, intuitive platform and competitive pricing made it an easy choice – and we haven’t been disappointed. The customer service is excellent and has addressed all of our questions within a few hours, if not immediately.”

Dana Silver, Executive Director
Edge School Foundation, AB

“The DMS from CanadaHelps is very user-friendly and has all features a charity needs to have in order to manage donor information and to support communication regarding donor stewardship. The DMS team members provide excellent training and outstanding customer service. They are friendly and attentive, respond promptly on questions and concerns, and go above and beyond to help find a solution. We have received exceptional support, even outside of business hours!”

Cecile Klerks, Project Manager
Good Neighbors Canada, ON

“Shelter Movers values finding a DMS that supports our needs. Starting from our initial consultation, we’ve been really pleased with the amount of transparency, fair pricing, and customer service provided by CanadaHelps. The interface is incredibly user-friendly, compared to other products on the market! The DMS team is responsive to inquiries and informative about upcoming features and functionality. We are happy with our decision to use the CanadaHelps DMS to better serve our donors and support our stewardship goals.”

Nicole Carpentier, Director of Fund Development
Shelter Movers, ON

“The CanadaHelps DMS is a wonderful tool. It is easy to use, well priced, and offers all the functionalities of other popular DMSs. The customer service is wonderful, as the CanadaHelps team really goes above and beyond to make sure your organization has what it needs to be successful. I would highly recommend this product to any not-for-profit.”

Nikki Beaulieu, Fund Development Manager
Kingston Interval House (KIH), ON

CRM Connectors for your Charity’s Donor Data
Using Salesforce?

Easily import your CanadaHelps donor data directly into your Salesforce CRM. Our completely free CanadaHelps-Salesforce Connector makes it easy to:

  • Export your donor data from CanadaHelps and import it directly into Salesforce,
  • Track imports with at-a-glance updates, troubleshooting reports, and completion emails,
  • Adjust your custom field mapping as needed for data cleanliness, and;
  • Start transferring your data in minutes.
Using The Raiser’s Edge

Import your CanadaHelps donor data into your Raiser’s Edge CRM and save 50% off the regular price for JMG Solutions Super Importer and Exporter Raiser’s Edge plugin. You’ll be able to:

  • Import your CanadaHelps donation data directly into Raiser’s Edge,
  • Identify and merge new donor records with existing ones, and;
  • Automatically assign campaigns, funds and appeals based on different CanadaHelps.org donation services and custom donation forms.

 


 

Spend less time managing your donors, and more time engaging them.
Leverage the power of a Donor Management System built for your needs!