Donor Fundraising Software-Donor Management Software

Fundraising/Donor Service Solution (DSS) Fundraising software refers to any software solution that was built specifically to facilitate nonprofits’ fundraising efforts.

These platforms make the fundraising process more successful by enabling nonprofits to build individualized donor stewardship strategies and by optimizing the donation process, data management, marketing and communications, and other efforts.

Fundraising/Donor management software, also known as donor or constituent relationship management software, or simply donor software, provides nonprofits with one convenient platform for tracking their donor data and relationships. It centralizes once disparate data sources, so they can inform each other to give your organization the most complete picture of your donors. http://www.vallesoft.com/dss-solution.php

CLEAR AND COMPLETE GUIDE TO FUNDRAISING SOFTWARE UNDERSTANDING FUNDRAISING SOFTWARE

1 What is Fundraising Software?

What is Fundraising

Why do Nonprofits

What Are Other Names

Use Fundraising

for Fundraising

Software?

Software?

Software?

The following are all names for donor management solutions, nonprofits’ central fundraising platform!

Fundraising software refers to any software solution that was built specifically to facilitate nonprofits’ fundraising efforts.

These platforms make the fundraising process more successful by enabling nonprofits to build individualized donor stewardship strategies and by optimizing the donation process, data management, marketing and communications, and other efforts.

Without software, fundraising is a disorganized and mostly unsuccessful process. Fundraising software houses all nonprofit efforts under one roof, simplifying and informing the process so that organizations can see better results.

Software helps nonprofits keep their data organized and develop more effective fundraising and engagement strategies.

– Donor database – Nonprofit software – Donor management software These terms vary slightly in meaning, but each can be used to describe similar systems.

2 What Types of Fundraising Software Are There?

DONOR MANAGMENT SOFTWARE Donor management software, also known as Donor or constituent relationship management software, or simply donor software, provides nonprofits with one convenient platform for tracking their donor data and relationships. It centralizes once disparate data sources, so they can inform each other to give your organization the most complete picture of your donors.

Donor Management Features Comprehensive Donor Profiles

List Segmentation

Create a profile for each donor, including biographical and contact information, relationships, interests, and more. Make your profiles more unique to your organization

by Adding custom fields and notes.

Target donors more effectively by segmenting them into different lists based on one or more criteria, including affinities for certain causes, demographics, donation history, giving capacity, and more.

Centralized Constituent Data

Relationship Tracking

Donor management software isn’t just for keeping track of donors! You can manage data and organize the efforts of all important contributors, including members, volunteers, staff, and anyone else who’s associated with your organization.

Automatically record each historical interaction a

constituent has had with your organization, including donation history, event attendance, and more. Track relationships among all constituents in your database for deeper insights into how they relate

Fundraising Features

Gift Processing Accept all types of donations and a wider variety of payment methods for a more flexible donation experience. Automatically link gifts with donor profiles to track donation history and get to know your donors’ habits and preferences.

Major Gift Development Identify major gift prospects with wealth screening integration, plan every step of your appeal with detailed workflows, and run cultivation reports to predict when major gift donors might give.

Automated Recurring Gifts Donor database software simplifies the process of accepting recurring gifts by automating data entry, reminders, payments, and follow-up thank you notes. With automated recurring gifts, you and your donors will have one less thing to worry about Automated Pledges Automate emails to send out at a set time, reminding donors to make good on their pledges.

Set reminders for staff to reach out to donors who have yet to fulfill their pledges.

ONLINE FUNDRAISING SOFTWARE Online fundraising software enables organizations to accept donations online, making the donation process significantly more convenient for them and their donors. With this type of software, nonprofits can accept all types of online donations with ease and seamlessly collect the data they receive through digital donation channels.

Features

Branded Donation Pages Build branded donation pages and customize them to your campaign’s unique needs. Pages seamlessly integrate with your website to provide an intuitive online donation experience.

Mobile Responsiveness Online donation software uses a responsive technology framework, automatically generating a mobile-responsive version of your donation pages. Now donors can use their smart phones and tablets to give anytime, anywhere!

“Donate Now” Buttons Attentiongrabbing “Donate Now!” buttons can be incorporated into your emails, so donors don’t even have to leave their inbox to make a donation! When the donation process is so easy, you’re sure to see more online gifts.

Secure Payment Processing Secure payment processing ensures that your donors’ contributions and sensitive information are always safe, giving both you and your donors peace of mind.

Automated Acknowledgements Never forget to acknowledge a contribution with automated thank-you emails and donation receipts. Emails and receipts can also be customized to your organization’s needs.

Easy Integration Easily integrate your online fundraising software with your donor database, so all transactions are automatically tracked in your donor profiles to give you the most complete insights into your donors’ giving habits.

3 What Are Some Common Fundraising Software Integrations?

DONOR MANAGMENT SOFTWARE Find even more ways to stay in touch with your donors by incorporating online engagement features.

You can integrate your email application and social media sites with your fundraising software to send emails and make posts without ever leaving your platform.

This integration further centralizes all of your communications, so you can easily keep track of all the ways you contacted supporters and shared information with them.

See which methods bring you the most responses to get a better idea of your supporters’ preferred communication channels and to keep honing your outreach.

ACCOUNTING Nonprofits need clear financial documentation to help them obtain grants and keep track of their fiscal growth.

Above all, this documentation is what makes you a nonprofit in the first place, because it secures your status as a tax-exempt organization.

Your fundraising software processes donations and tracks all contributions, so it’s logical to integrate your financial accounting platform.

By centralizing these efforts in one place, your donors’ contribution histories can communicate with your accounting software, allowing you to generate more accurate and up-to-date financial reports.

Furthermore, you can improve donor outreach and engagement by generating annual

PAYMENT PROCESSING As we touched on earlier, one of the primary purposes of fundraising software is to simplify the online donation experience.

With integrated payment processing, you can automatically accept online payments submitted through your custom donation forms.

This data links up to your constituent profiles, letting you track donation histories alongside other data sources.

Automated tracking features allow you to get a better idea of your donors’ giving habits and preferred payment methods, so you can continue honing your fundraising efforts and make more relevant asks

PROSPECT RESEARCH & WEALTH SCREENING Prospect research and wealth screening platforms make the process of identifying major donor prospects much more focused and efficient.

These tools give nonprofits insight into both their donors’ giving capacities and their philanthropic affinities by providing organizations with a number of data sources, such as: Wealth indicators, Past donation history, Philanthropic motivation, Relationships with other prospective major donors and more.

Prospect research and wealth screening integrations allow you to track the data sources they provide directly in your supporter profiles to give you a deeper understanding of your prospects and to help you plan out every step of their cultivation.

USER MANAGEMENT This option will enable only authorized users of the Donation Management Information System to have access to the system because data is very important for any organization. The System Administrator will be able to Add/Edit/Delete user accounts through this option.

DONATION MANAGEMENT This option will allow the users to enter donation detail of particular donor. This will also allow entering donation in different mode like cash, credit card, and cheque etc. as well as cause of donation.

User will be able to enter tax exemption certificate detail for that Donor will be eligible. All information in this form will be linked to the donor detail using this unique ID. This will also keep a facility to reverse the transaction in case the Payment is not realized.

4 How Fundraising Software Can Strengthen Donor Relationships Fundraising software can help nonprofit organizations build deeper and more enduring relationships with their donors.

That’s because fundraising software houses all data under one platform, allowing each data source to communicate with other data sources to give nonprofits the most complete pictures of their donors.

Nonprofits can then use the insights they receive from their data to personalize and target their outreach through every step of the relationship-building process.

In this section, we’ll take you step-by-step through each step of building relationships with your donors—from identifying prospects to donor retention—and show how fundraising software can make each part of this process more successful. Use the navigation on the right to jump down to any part of the process you’d like to learn more about, or read through the section to learn about the entire process.

The Stages of Building Donor Relationships Donor Identification and Targeting

Donor Engagement

Donor Conversion

Donor Stewardship and Retention

Donor Identification and Targeting In order to approach each donor with a personalized outreach experience, nonprofits must first get to know them.

The primary function of fundraising software is to help nonprofits gain a much deeper understanding of their donors.

Software does this by housing all donor data under the same roof. This centralization enables all sources to communicate with each other, so you get the most complete and accurate pictures of your donors.

You can store a number of donor data sources, including: Demographics and contact information, Relationships, Interests and affinities, Interaction history, Customizable fields and more When you get to know more about your donors, you can approach them with individualized strategies that are more likely to engage

Donor Engagement When you know your donors more personally, you can target them with the most relevant content through their preferred communication channels. For example, those in a younger demographic might favor more casual language communicated through social media.

Your major donors, on the other hand, might prefer being approached more intimately through oneon-one phone calls or handwritten letters. Sending these two very different groups the same impersonal message will do little to further your fundraising. The difficulty that most nonprofits face, however, is that they have no efficient way to execute multiple outreach strategies.

Software allows you to segment your supporter list into different groups, so that it’s easier to build individualized engagement campaigns. When you approach prospects with the most relevant communications, they’re more likely to take the next steps and become contributors

Donor Conversion Now that you’ve successfully targeted your prospects, it’s time to convert them into donors through action. In this case, that means making a donation! The more convenient it is for donors to contribute, the more likely they are to do it. That where software comes in. Fundraising software makes processing all kinds of donations easier, so donors can give the way they want.

When it comes to online donations, software provides you with a platform to build customized donation forms. Then, you can easily incorporate these forms into your website and link to them in your email and social media campaigns, so donors know exactly where to contribute.

When your donors need to pay in person, software allows you to accept a wide variety of physical payment methods, too. With the most flexible and convenient fundraising experience out there, you’re sure to convert more prospects into donors, since they can donate on their terms.

Donor Stewardship and Retention The better you know your donors, the more prepared you are to keep them in your donor pool, giving for months and years to come. Fundraising software tracks your every interaction with supporters, allowing you to note any changes in giving patterns and habits.

These insights can help you keep reaching out and engaging your donors through targeted strategies to build more enduring and valuable relationships with them.

For example, if you see that a donor who loyally gives 10000 a month has recently started giving larger gifts more frequently, you might do some research to learn whether this supporter has the potential to be upgraded to a major gift donor.

Without fundraising software, you’d have to research this donor’s giving history manually and consult multiple sources. But with fundraising software, you can simply type in the donor’s name and access their entire giving and involvement history!

The more in-tune you are with your donors’ habits and preferences, the better able you’ll be to transform your donors into recurring givers who contribute for years to come.

WHAT GOALS DO WE HOPE TO ACHIEVE WITH OUR SOFTWARE? Ideally, your fundraising software should be helping your organization reach your goals faster and more effectively. Look towards the future and think about what you hope to achieve with your software. You’ll want to buy a solution that can not only help you meet your current goals, but can also grow with you. So, what does your organization want from fundraising software?

Increased Donor Acquisition?

Expand your reach, convert more prospects into donors, and grow your base.

More Cause Awareness and Advocacy Action?

Inform more people of your cause and work to encourage more Higher Fundraising ROI? advocacy and support.

Get the most out of every dollar you put into your fundraising efforts, so you’ll spend less to raise more

Increased Retention Rates?

Turn more one-time donors into recurring donors to build a more loyal and valuable base.

More Successful Donor Development?

Cultivate the donors you already have into major gift donors and overall increase your average gift size Higher Online Engagement?

See higher engagement levels from digital donor outreach channels, including email, social media, and online forms.

Software Description The overview of system architecture and development framework is briefed below: The huge tables are categorized on the functional year and allow creating new i. tables for storing the data on the basis of functional year. This enables to create a table automatically and switch to new table on every functional year.

The whole concepts of categorizing the tables are to convert the huge tables into small dependent tables that help to access the tables in much faster way. ii.

The new system embeds with concepts of OLE that was not possible in MySql. iii.

The project is designed over the latest database and application platform (ref. table 1) Specification Existing System Database MySQL ,Oracle Frontend HTML5 ,Bootstrap, JavaScript etc Backend Server API Web Server

PHP5.2 CGI Apache2.2 Table 1

Overall Description Product Perspective: Donor Management System is designed to maintain large database in simpler way that allows the fetching of data much faster than the existing system.

The MIS reporting’s are much more analytical and helps to analyze for the marketing perspective.

Functional Specification: The features and the functionality of the software is mentioned below: Administrator The administration module is created to give privileges to other users and create master data like Location, projects (ref. organization/NGO for this implementation), Donor type, Donor Vertical, campaigns, functional period, currency and others.

Manage Lead This module is designed to pitch Donors through various sources and tracks the status of its conversion. The user can trance the status with the donor and view the last communication with the Donor. This module is capable of managing various teams to analyze the performance parameter.

Manage Donor This module handles the new and existing donor, its sponsorships under different projects and verticals. This also handles the allocation of child with donors.

Manage Receipt This module handles the receipts, general reports, Bank deposits, Consolidated and Tax exemption. The features are: Manage Receipts: a. b. c. d. e. f. g.

Inwards Register Inwards Receipts Receipt Issue Receipt Control Bank Deposit(Upload bank file and Issue Receipts) Receipt Export Issue Tax Certificate

h. i. j. k.

Date wise statement Receipts statement, cancelled receipts, country wise receipts Date wise cash statement Special contribution, inwards report

l. m. n. o. p.

Local/outstation Cheques and DD Cash/M.O Credit card/Payment gateway/Net banking Direct Remittances Through same bank

General Reports

Bank Deposit

Tax Exemption q. Internal 80G r. Submission 35AC and 80G

Manage Child

This module manages the child/beneficiary progress report and its allocation.

This also handles the various villages and their activity report.

Manage ECS/Credit Card This module manages whole ECS, notifications for ECS renewal and various reports related to ECS. Following are the list of the functionality which is handled

by ECS.

i. ECS Mandate ii. ECS Receipt Upload iii.Credit Card Regular payments iv. Credit Card Receipt upload v. Upload History for ECS and Credit Card.

Reports: vi. Mandate vii.Monthly Debit viii.Period Wise ix. CS tracker (Monthly and weekly) x. Claw back xi. Commission Calculator xii. ECS Retention xiii.New Donor xiv.Discontinue ECS xv.Stop ECS list xvi.ECS Donor list per NGO Manage FCRA This module handles the foreign contribution through various sources. This also handles the various remittances projects.

DMS Software Screenshot:

Basic Modules:

Dashboard

Collection Overview

1.) Administrator:

Maste r

2.) Manage Donor

Donor List

3.) Manage Collections

Issue Receipts

4.) Regular Donor

Online Donation through Website

5.) MIS Reports

Campaign/Project Analysis

6.) Printing/Dispatch

7.) Reminders

Some of our NGO Clients:

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