Import donations from Pastel, Sage, Xero, Quickbooks, Bank Statement or spreadsheet. System learns references to donors and helps you assign them.
Create templates for an organization or a contact donation. Personalize with name and last donation. Send individually or automatically. Track donations with no thanks.
Reports detailing donations or comparing month on month giving per donor. Trends of monthly donors, regular donors, irregular donors, once-off donors and lost donors.
Issue tax certificates meeting the latest SARS requirements. Controls ensure your numbering sequence and prevent double-issuing. Reports to meet your audit needs.
Manage future donations such as debit orders, pledges, and bequests. These contributions reflect a donor's long-term commitment to your organization.
Track campaigns, proposals, and grants designed to secure funding. This category supports structured efforts to raise funds through formal requests or organized appeals.
