Content management

Content management

Quickly and easily manage all your content

With an integrated content management system (CMS), donna makes it easy and simple to manage the content of your profile page and keep it up to date.

DONOR AND DONATION MANAGEMENT

DONOR AND DONATION MANAGEMENT

The management tool allows you to add or refund one-time or recurring donations.

Have access to all the relevant information related to the fundraising campaign. Online donations may be made by debit or credit card for one-time donations, and credit card for recurring donations.

PAYMENT MANAGEMENT

PAYMENT MANAGEMENT

Customizable secure payment page integrated in DONNA

Bambora enables donations by credit card (MasterCard, Visa, American Express), funds transfers (preauthorized debit or deposit) for one-time installments as well as recurring payments (weekly, monthly).

  • Full management of completed transactions
  • Production of reports
  • Option of reversing transactions (reimbursement)
  • Issue paper or encrypted electronic (sent directly via e-mail) tax receipts
  • Technical and operational support 
TRANSACTION DATA SECURITY

TRANSACTION DATA SECURITY

Bambora, PCI-DSS certified solution, will never display card numbers to the foundation.

With the proposed solution, online donor account information management avoids keeping sensitive information on the user foundation’s equipment.

Online or offline donations

Online or offline donations

Compile all campaign donations received in one spot

This module makes it possible to gather together all types of donations – online donations, as well as donations received by cheque, in cash, etc. Planned donations remitted in a number of instalments through automatic bank withdrawals may also be received.

Issuing tax receipts

Issuing tax receipts

Obtain electronic or paper receipts

For each donation made, a tax receipt is issued and sent directly by e-mail or printed and mailed by the organization, according to the donor’s preference.

FUNDRAISING CAMPAIGN MANAGEMENT

FUNDRAISING CAMPAIGN MANAGEMENT

There is no limit to the number of fundraising campaigns a foundation can manage at a time!

Each fundraising campaign has its own page to encourage visitors to make a donation to one of the foundation’s activities.

TEAM MANAGEMENT

TEAM MANAGEMENT

Add, modify, or delete teams related to a fundraising campaign.

Each team has a goal it must try to reach and maybe even surpass. This makes fundraising easier and adds an element of competition between teams to reach fixed goals.

Member management

Member management

Add, modify, or delete team members.

Team members are those who organize an event or take part in it, share on social networks and encourage people to donate to their team during a fundraising campaign. Each team needs a team leader (determined by the foundation) and is only assigned to one specific fundraising campaign at a time. 

News management

News management

Your fundraising campaign has its own News section that you can keep up-to-date at all times.

Add, modify, or delete news posted to the fundraising campaign’s page. This section, which may display successful events or even memorable moments from a fundraising campaign, is managed by the foundation.

DASHBOARD

DASHBOARD

See all of your fundraising campaigns and how successful they were in just a few moments.

The dashboard enables you to see a range of information on the campaign’s development, such as goals and donations for a given period.

STATISTICS

STATISTICS

Easily integrate a Google Analytics account to DONNA to measure your campaign’s client base as well as the impact of advertisements, etc. by seeing visitors’ origin.

Data can be exported using different formats and can be set to a specific period.

NEWSLETTER MANAGEMENT

NEWSLETTER MANAGEMENT

Make your fundraising campaign and its activities known by staying in touch with the teams and their members, as well as with different donors.

The newsletter is helpful for encouraging teams and donors, to share news with them or to simply thank them for their efforts. The newsletter tool complies with all points of the new Bill C-28 (Anti-spam legislation in force since July 1, 2014).

Product catalogue

Product catalogue

Rally people behind the cause by selling promotional items

The integration of a product catalogue module into the donation platform will enable you to sell promotional items related to your campaigns online in one place. These sales may increase campaign revenues as well as public awareness.

Silent auctions

Silent auctions

Maximize the donations received by selling items or products in an auction

A module makes it possible to sell various items online through an auction, in which interested individuals can bid again and again until the auction ends. Sales may also be conducted offline, at events, for example.

EASY DATA IMPORTATION

EASY DATA IMPORTATION

Import your data from external systems using Microsoft Excel format or CSV.

The importation requires little technical skills and effort. Once imported, this data will be easily reusable for your fundraising campaigns.

Billing management

Billing management

Manage and monitor the status of your accounts

In addition to managing your accounts, you may also issue bills as well as personalized statements (featuring your organization’s image) that you can send to donors.

Forms management

Forms management

Personalize your donation forms

This module, which enables the dynamic creation of forms, may be added to donna. It makes it possible to personalize donation forms for specific campaigns, according to your needs.

Multiple organizations

Multiple organizations

Easily manage all of your fundraising campaigns

Depending on the options selected, organizations can register more than one charitable organization at a time. The fundraising campaigns of several foundations or charitable organizations can be managed in one place. They share the same network of clients, but keep their individual identity with donors.

Prospect research and pledges

Prospect research and pledges

Take advantage of a simplified way to follow your current and potential donors 

With this module, you can manage the monitoring/follow-up of current and potential donors. The history of canvassing efforts and their results can be stored in it. The Pledges segment makes it possible to monitor/follow up donors who wish to make planned or recurring donations.

Event management

Event management

Manage all of the activities related to your fundraising campaign

Use donna’s Events module to manage your activities (golf tournaments, fundraising dinners, etc.). Easily keep track of each event’s impact on your campaign.

Module for managing the allocation of donations

Module for managing the allocation of donations

Keep a history of those who benefit from your donations

This module makes it possible to monitor the distribution of donations to individuals, charitable organizations, or causes in need. You can thus keep a history of the beneficiaries to whom the sums raised have been distributed.

Customer relations management

Customer relations management

Maintain durable relationships with your collaborators

This module helps maintain durable relationships with the donors, sponsors, volunteers, etc. who help your foundation or charitable organization. Through thank you letters, birthday greetings, various follow-ups, take care of your collaborators by using this module.

Managing relations with students/graduates

Managing relations with students/graduates

An indispensable module for educational institutions

This module enables the management of relations with students who are currently attending or who previously attended the institution (solicitation, monitoring donations, etc.).

Patient relations management

Patient relations management

A module created for health care institutions 

This module enables the management of relations with former patients (solicitation, monitoring donations, etc.).

Document management

Document management

Provide access to documents that are important to your charitable organizations or your campaigns

With donna, it is possible to integrate a module to manage documents linked to charitable organizations or campaigns. The module groups documents together by category. Documents can be associated with specific user groups (ex. teams on a specific campaign) or they can be made them public.

Web site management

Web site management

Make donna your Web site

By integrating this module into donna, it is possible to use donna as a tool to manage online donations, and you may also make it your Web site by adding menus and other features available upon request.

Accounting software integration module

Accounting software integration module

Link donna to your current accounting software

This module can export campaign-related data to your current accounting software (Acomba, Avantage, Sage 50, etc.) to facilitate follow-ups and avoid transcription.

Customer relationship management tool integration module

Customer relationship management tool integration module

Link donna to your current CRM

Donna can be linked to your customer relationship management tool (CRM, Salesforce, Zoho, etc.) to maximize your fundraising campaigns and facilitate their management, year after year.