donor managment system

March 2012

Features User security with advanced features CRA compliant Supports:

Thank you letters Multiple signatures Multiple funds Multiple locations Multiple logos (events) Receipting

Cash no advantage Cash gift with advantage Non-cash gift (no advantage) Non-cash gift (with advantage)

Combined donation receipting customize the frequency of donor receipting per donor

Single Screen Process One of our key benchmarks was to develop a tool that

incorporated functions related to receipt printing in one screen!

Single screen incorporates Add/update donor profile

Create donation transaction

Create pledge transaction

Print receipt

Easy Sort/LookupSingle click lookup

Search by first name, last name or “begins with”

Search or sort by date range

Donor/Donation/Receipt

Pledge

Enter first donation of donor pledge

Create donor pledge based on initial donation

Choose fund allocation and add end user comments

Detailed Donor File

ReceiptFully customizable

field names

and layouts

Y0ur donor will love

our itemized donation

detail to reconcile

their donations!

Thank you….Sort by date – assign letters to donations and print

User friendly setup

Centralized Menu full function and user security controlled

Help?Every function in DMS has a help button that refers you to the relevant material in our documentation!

More information? Please contact us for more information at:

Innovative Healthcare Solutions

1-877-901-6477

647-478-7280

Or email kentf@innovativehealthcaresolutions.org