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.
Create fundraising projects or campaigns, record pledges and expenses against them, and assign to donations. Record bequests and track proposals. Track debit orders and giving against them.
Categorize donations by campaign, source and area of need as per your organization. Use these categories to filter all donation reports by one or more than one of them.
