{"id":34831,"date":"2020-09-01T17:06:40","date_gmt":"2020-09-01T21:06:40","guid":{"rendered":"https:\/\/www.canadahelps.org\/?page_id=34831"},"modified":"2023-10-02T13:55:41","modified_gmt":"2023-10-02T17:55:41","slug":"donor-management","status":"publish","type":"page","link":"https:\/\/www.canadahelps.org\/en\/donor-management\/","title":{"rendered":"Donor Management"},"content":{"rendered":"<style>.testimonial-container div {margin:0 !important;}.embed-container{margin:0 auto; max-width:560px;}a.donor-management-links {text-decoration: underline;}.donor-management-table .left-col {vertical-align: top;}.dms-bpoints{font-size:0.5em; font-weight: normal;}.testimonial-container{align-items:baseline;} .dms-flex-wrapper{text-align:left} @media screen and (max-width: 640px) {.dms-bpoints{font-size:0.75em; font-weight: normal;}.right-col{padding:0px 20px;}}<\/style>\n<p style=\"text-align: center;\"><\/p>\n<div style=\"max-width: 1280px; margin: 0 auto; padding: 10px;\">\n<div class=\"tdc-content-heading\" style=\"text-align: center;\">Understand your donors and raise more with our integrated,<br \/>\neasy-to-use Donor Management System!<\/div>\n<div class=\"tdc-content-text\">\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\">Stop using spreadsheets to manage your donors\u2014the Donor Management System (DMS) from CanadaHelps<br \/>\nmakes it easy to keep your donor data organized so that you can focus on raising more for your cause.<\/p>\n<p style=\"text-align: center;\">Our DMS is built specially for charities that use CanadaHelps and is designed to help you better understand all of your donors,<br \/>\nmake informed decisions, and cultivate your relationships.<\/p>\n<div class=\"embed-container\"><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube-nocookie.com\/embed\/j4_SzzF_L08\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Understand your donors and raise more with our integrated, easy-to-use Donor Management System! &nbsp; Stop using spreadsheets to manage your donors\u2014the Donor Management System (DMS) &#8230; <a href=\"https:\/\/www.canadahelps.org\/en\/donor-management\/\" id=\"canadahelp-blog-meta\">Read more<\/a><\/p>\n","protected":false},"author":30,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-tdc-ch-dms-lp.php","meta":{"footnotes":""},"class_list":["post-34831","page","type-page","status-publish","hentry"],"acf":{"meta_description":"","use_toc_layout":false,"additional_body_css_classes":"","row_settings":false,"hide_page_title":true,"insert_spotlight_boxes":false,"use_biography_grid":false,"tdc_fund_hero_image":{"ID":34859,"id":34859,"title":"donor-management.tdc_fund_hero_image","filename":"donor-management.tdc_fund_hero_image-1.png","filesize":284185,"url":"https:\/\/www.canadahelps.org\/media\/donor-management.tdc_fund_hero_image-1.png","link":"https:\/\/www.canadahelps.org\/en\/donor-management\/attachment\/donor-management-tdc_fund_hero_image-2\/","alt":"","author":"30","description":"","caption":"","name":"donor-management-tdc_fund_hero_image-2","status":"inherit","uploaded_to":34831,"date":"2020-09-01 21:13:37","modified":"2020-09-01 21:13:37","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.canadahelps.org\/wp-includes\/images\/media\/default.png","width":1446,"height":574,"sizes":{"thumbnail":"https:\/\/www.canadahelps.org\/media\/donor-management.tdc_fund_hero_image-1-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.canadahelps.org\/media\/donor-management.tdc_fund_hero_image-1-300x119.png","medium-width":300,"medium-height":119,"medium_large":"https:\/\/www.canadahelps.org\/media\/donor-management.tdc_fund_hero_image-1-768x305.png","medium_large-width":768,"medium_large-height":305,"large":"https:\/\/www.canadahelps.org\/media\/donor-management.tdc_fund_hero_image-1-1024x406.png","large-width":1024,"large-height":406,"1536x1536":"https:\/\/www.canadahelps.org\/media\/donor-management.tdc_fund_hero_image-1.png","1536x1536-width":1446,"1536x1536-height":574,"2048x2048":"https:\/\/www.canadahelps.org\/media\/donor-management.tdc_fund_hero_image-1.png","2048x2048-width":1446,"2048x2048-height":574}},"tdc_fund_hero_bgcolor":"#f8f7fe","tdc_fund_hero_title":"Raise More with the CanadaHelps Donor Management System","tdc_fund_hero_title_color":"#687281","tdc_fund_hero_short_description":"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.","tdc_fund_hero_short_description_color":"#687281","tdc_fund_hero_left_btn_text":"Request a Demo","tdc_fund_hero_left_btn_link":"https:\/\/www.canadahelps.org\/en\/book-a-demo-canadahelps-donor-management-system\/","tdc_fund_hero_demo_popup":false,"tdc_fund_hero_right_btn_text":"Request a demo","tdc_fund_hero_right_btn_link":"","tdc_alt_content_rows":[{"tdc_alt_content_padding":"30px auto","tdc_alt_content_heading":"Gather and access all of your data in one place for a 360\u00b0 view of your donors.","tdc_alt_content_heading_tag":"div","tdc_alt_content_heading_color":"#4a4a4a","tdc_alt_content_subheading":"","tdc_alt_content_subheading_color":"#687281","tdc_alt_content_description":"&bull; Access all of your data  from CanadaHelps, which comes integrated with the DMS and is automatically updated with your donors and donation data. \r\n<br><br>\r\n&bull; Import your historical donor data for offline gifts (including cash and cheques) for a complete overview of your fundraising efforts.\r\n<br><br>\r\n&bull; Track your ongoing donor interactions and activities in one place, for more efficient and effective donor management over time.\r\n","tdc_alt_content_description_color":"#374252","tdc_alt_content_link_text":"","tdc_alt_content_link":"","tdc_alt_content_image":{"ID":34883,"id":34883,"title":"One","filename":"One.png","filesize":102011,"url":"https:\/\/www.canadahelps.org\/media\/One.png","link":"https:\/\/www.canadahelps.org\/en\/donor-management\/attachment\/one\/","alt":"","author":"30","description":"","caption":"","name":"one","status":"inherit","uploaded_to":34831,"date":"2020-09-02 14:51:20","modified":"2020-09-02 14:51:20","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.canadahelps.org\/wp-includes\/images\/media\/default.png","width":740,"height":580,"sizes":{"thumbnail":"https:\/\/www.canadahelps.org\/media\/One-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.canadahelps.org\/media\/One-300x235.png","medium-width":300,"medium-height":235,"medium_large":"https:\/\/www.canadahelps.org\/media\/One.png","medium_large-width":740,"medium_large-height":580,"large":"https:\/\/www.canadahelps.org\/media\/One.png","large-width":740,"large-height":580,"1536x1536":"https:\/\/www.canadahelps.org\/media\/One.png","1536x1536-width":740,"1536x1536-height":580,"2048x2048":"https:\/\/www.canadahelps.org\/media\/One.png","2048x2048-width":740,"2048x2048-height":580}}},{"tdc_alt_content_padding":"30px auto","tdc_alt_content_heading":"Streamline your stewardship. 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 issue CRA compliant tax receipts to donors based on their contributions.","tdc_pricing_fee_tooltip":""},{"tdc_pricing_fee_image":{"ID":34872,"id":34872,"title":"hand-holding-usd","filename":"hand-holding-usd.png","filesize":17623,"url":"https:\/\/www.canadahelps.org\/media\/hand-holding-usd.png","link":"https:\/\/www.canadahelps.org\/en\/donor-management\/attachment\/hand-holding-usd\/","alt":"","author":"30","description":"","caption":"","name":"hand-holding-usd","status":"inherit","uploaded_to":34831,"date":"2020-09-01 21:18:09","modified":"2020-09-01 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21:18:27","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.canadahelps.org\/wp-includes\/images\/media\/default.png","width":996,"height":748,"sizes":{"thumbnail":"https:\/\/www.canadahelps.org\/media\/chart-bar-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.canadahelps.org\/media\/chart-bar-300x225.png","medium-width":300,"medium-height":225,"medium_large":"https:\/\/www.canadahelps.org\/media\/chart-bar-768x577.png","medium_large-width":768,"medium_large-height":577,"large":"https:\/\/www.canadahelps.org\/media\/chart-bar.png","large-width":996,"large-height":748,"1536x1536":"https:\/\/www.canadahelps.org\/media\/chart-bar.png","1536x1536-width":996,"1536x1536-height":748,"2048x2048":"https:\/\/www.canadahelps.org\/media\/chart-bar.png","2048x2048-width":996,"2048x2048-height":748}},"tdc_pricing_fee_heading":"","tdc_pricing_fee_subheading":"Generate reports and use custom filters to uncover key insights and share with external stakeholders.","tdc_pricing_fee_tooltip":""}],"tdc_dms_three_cols_headline":"Affordable Pricing for Your Charity","tdc_dms_three_cols_sub_headline":"Includes all DMS features, access to our extensive online learning materials and phone\/email support.*","tdc_dms_three_columns":[{"tdc_dms_three_cols_copy":"<p>&lt; 1,000<br \/>\ncontacts<br \/>\n<span style=\"color: green;\">\u2014<\/span><br \/>\n<strong>$99<br \/>\nper month<\/strong><\/p>\n"},{"tdc_dms_three_cols_copy":"<p>&lt; 5,000<br \/>\ncontacts<br \/>\n<span style=\"color: green;\">\u2014<\/span><br \/>\n<strong>$179<br \/>\nper month<\/strong><\/p>\n"},{"tdc_dms_three_cols_copy":"<p>&lt; 10,000<br \/>\ncontacts<br \/>\n<span style=\"color: green;\">\u2014<\/span><br \/>\n<strong>$299<br \/>\nper month<\/strong><\/p>\n"},{"tdc_dms_three_cols_copy":"<p>&lt; 15,000<br \/>\ncontacts<br \/>\n<span style=\"color: green;\">\u2014<\/span><br \/>\n<strong>$389<br \/>\nper month<\/strong><\/p>\n"}],"tdc_dms_three_cols_footer_text":"<p>For 15,000+ contacts, please <a class=\"donor-management-links\" href=\"mailto:charities@canadahelps.org\" target=\"_blank\" rel=\"noopener\">email us<\/a> for a custom quote.<br \/>\n* Custom Training and data cleansing\/migration costs not included.<\/p>\n","tdc_dms_testimonial_background_colour":"#f8f7fe","tdc_dms_headline":"What Charities Are Saying<a name=\"testimonials\"><\/a>","tdc_dms_testimonial":[{"tdc_dms_testimonial_copy":"<div class='white' style='background:rgba(0,0,0,0); border:solid 0px rgba(0,0,0,0); border-radius:0px; padding:0px 0px 0px 0px;'>\n<div id='slider_41834' class='owl-carousel sa_owl_theme owl-pagination-true autohide-arrows' data-slider-id='slider_41834' style='visibility:hidden;'>\n<div id='slider_41834_slide01' class='sa_hover_container' style='padding:3% 10%; margin:0px 0%; min-height:50px; '><p>\"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 \u2014 it's intuitive, simple, yet powerful. And the whole onboarding process, communication and support from the CanadaHelps team has been amazing!\"<\/p>\r\n\r\n<p><strong>Alistair Jackson, VP Development<\/strong><br \/>\r\nCanada Institute of Linguistics, BC<\/p><\/div>\n<div id='slider_41834_slide02' class='sa_hover_container' style='padding:3% 10%; margin:0px 0%; min-height:50px; '><p>\"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.\"<\/p>\r\n\r\n<p><strong>Dana Silver, Executive Director<\/strong><br \/>\r\nEdge School Foundation, AB<\/p><\/div>\n<div id='slider_41834_slide03' class='sa_hover_container' style='padding:3% 10%; margin:0px 0%; min-height:50px; '><p>\"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!\"<\/p>\r\n\r\n<p><strong>Cecile Klerks, Project Manager<\/strong><br \/>\r\nGood Neighbors Canada, ON<\/p><\/div>\n<div id='slider_41834_slide04' class='sa_hover_container' style='padding:3% 10%; margin:0px 0%; min-height:50px; '><p>\"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.\"<\/p>\r\n\r\n<p><strong>Nicole Carpentier, Director of Fund Development<\/strong><br \/>\r\nShelter Movers, ON<\/p><\/div>\n<div id='slider_41834_slide05' class='sa_hover_container' style='padding:3% 10%; margin:0px 0%; min-height:50px; '><p>\"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.\"<\/p>\r\n\r\n<p><strong>Nikki Beaulieu, Fund Development Manager<\/strong><br \/>\r\nKingston Interval House (KIH), ON<\/p><\/div>\n<\/div>\n<\/div>\n<script type='text\/javascript'>\n\tjQuery(document).ready(function() {\n\t\tjQuery('#slider_41834').owlCarousel({\n\t\t\titems : 1,\n\t\t\tsmartSpeed : 200,\n\t\t\tautoplay : true,\n\t\t\tautoplayTimeout : 5000,\n\t\t\tautoplayHoverPause : true,\n\t\t\tsmartSpeed : 200,\n\t\t\tfluidSpeed : 200,\n\t\t\tautoplaySpeed : 200,\n\t\t\tnavSpeed : 200,\n\t\t\tdotsSpeed : 200,\n\t\t\tloop : true,\n\t\t\tnav : true,\n\t\t\tnavText : ['Previous','Next'],\n\t\t\tdots : true,\n\t\t\tresponsiveRefreshRate : 200,\n\t\t\tslideBy : 1,\n\t\t\tmergeFit : true,\n\t\t\tautoHeight : false,\n\t\t\tmouseDrag : false,\n\t\t\ttouchDrag : true\n\t\t});\n\t\tjQuery('#slider_41834').css('visibility', 'visible');\n\t\tvar owl_goto = jQuery('#slider_41834');\n\t\tjQuery('.slider_41834_goto1').click(function(event){\n\t\t\towl_goto.trigger('to.owl.carousel', 0);\n\t\t});\n\t\tjQuery('.slider_41834_goto2').click(function(event){\n\t\t\towl_goto.trigger('to.owl.carousel', 1);\n\t\t});\n\t\tjQuery('.slider_41834_goto3').click(function(event){\n\t\t\towl_goto.trigger('to.owl.carousel', 2);\n\t\t});\n\t\tjQuery('.slider_41834_goto4').click(function(event){\n\t\t\towl_goto.trigger('to.owl.carousel', 3);\n\t\t});\n\t\tjQuery('.slider_41834_goto5').click(function(event){\n\t\t\towl_goto.trigger('to.owl.carousel', 4);\n\t\t});\n\t\tvar resize_41834 = jQuery('.owl-carousel');\n\t\tresize_41834.on('initialized.owl.carousel', function(e) {\n\t\t\tif (typeof(Event) === 'function') {\n\t\t\t\twindow.dispatchEvent(new Event('resize'));\n\t\t\t} else {\n\t\t\t\tvar evt = window.document.createEvent('UIEvents');\n\t\t\t\tevt.initUIEvent('resize', true, false, window, 0);\n\t\t\t\twindow.dispatchEvent(evt);\n\t\t\t}\n\t\t});\n\t});\n<\/script>\n\n","tdc_dms_testimonial_author":"","tdc_dms_testimonial_author_location":""}],"dms_demo2_headline":"<div class=\"donor-management-row\">\n<div>CRM Connectors for your Charity\u2019s Donor Data<\/div>\n<\/div>\n<div class=\"donor-management-table\">\n<div class=\"left-col\"><img decoding=\"async\" class=\"img-responsive\" src=\"https:\/\/www.canadahelps.org\/media\/202012_Salesforce_Corporate_Logo.jpg\" alt=\"\" \/><\/div>\n<div class=\"right-col\">\n<div style=\"font-size: 1em; margin-bottom: 20px;\">Using Salesforce?<\/div>\n<div class=\"dms-bpoints\">\n<p>Easily import your CanadaHelps donor data directly into your Salesforce CRM. Our completely free CanadaHelps-Salesforce Connector makes it easy to:<\/p>\n<ul>\n<li>Export your donor data from CanadaHelps and import it directly into Salesforce,<\/li>\n<li>Track imports with at-a-glance updates, troubleshooting reports, and completion emails,<\/li>\n<li>Adjust your custom field mapping as needed for data cleanliness, and;<\/li>\n<li>Start transferring your data in minutes.<\/li>\n<\/ul>\n<\/div>\n<div class=\"tdc-content-button-wrapper\" style=\"font-size: 0.6em;\"><a class=\"donor-management-links\" style=\"color: #0070af;\" href=\"https:\/\/www.canadahelps.org\/en\/canadahelps-connector\/\">Get the Connector<\/a><\/div>\n<\/div>\n<\/div>\n<div class=\"donor-management-table\">\n<div class=\"left-col\"><img decoding=\"async\" class=\"img-responsive\" src=\"https:\/\/www.canadahelps.org\/media\/202012_blackbaud-raisers-edge-logo.png\" alt=\"\" \/><\/div>\n<div class=\"right-col\">\n<div style=\"font-size: 1em; margin-bottom: 20px;\">Using The Raiser\u2019s Edge<\/div>\n<div class=\"dms-bpoints\">\n<p>Import your CanadaHelps donor data into your Raiser\u2019s Edge CRM and save 50% off the regular price for JMG Solutions Super Importer and Exporter Raiser\u2019s Edge plugin. You\u2019ll be able to:<\/p>\n<ul>\n<li>Import your CanadaHelps donation data directly into Raiser\u2019s Edge,<\/li>\n<li>Identify and merge new donor records with existing ones, and;<\/li>\n<li>Automatically assign campaigns, funds and appeals based on different CanadaHelps.org donation services and custom donation forms.<\/li>\n<\/ul>\n<\/div>\n<div class=\"tdc-content-button-wrapper\" style=\"font-size: 0.6em;\"><a class=\"donor-management-links\" style=\"color: #0070af;\" href=\"https:\/\/www.canadahelps.org\/en\/jmgsolutions\/\">Learn More<\/a><\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<hr class=\"grey\" \/>\n<p>&nbsp;<\/p>\n<p>Spend less time managing your donors, and more time engaging them.<br \/>\nLeverage the power of a Donor Management System built for your needs!<\/p>\n","dms_demo2_button_text":"Request a Demo","dms_demo2_button_link":"https:\/\/www.canadahelps.org\/en\/book-a-demo-canadahelps-donor-management-system\/","dms_demo2_button_data_toggle":[]},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Donor Management | CanadaHelps - Donate to any charity in Canada<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.canadahelps.org\/en\/donor-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Donor Management | CanadaHelps - Donate to any charity in Canada\" \/>\n<meta property=\"og:description\" content=\"Understand your donors and raise more with our integrated, easy-to-use Donor Management System! &nbsp; Stop using spreadsheets to manage your donors\u2014the Donor Management System (DMS) ... 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