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Description
Charity Tool is a software solution tailored for Canadian charitable organizations, streamlining the process of printing and emailing tax receipts that comply with CRA regulations, thereby saving time and effort for administrators. It allows for the efficient management of donor details and transaction histories, facilitating a deeper understanding of donors to enhance the success of the charity. Users can easily capture contact details of donors while also searching for existing contributors interactively. The system supports tracking an unlimited number of donations and pledges, enabling the creation of detailed profiles for individuals, households, and businesses. It also allows users to jot down notes about each donor to keep track of important events and locate donor addresses via Google Maps. Donors who are not required to receive tax receipts can be flagged, and any information gaps can be monitored. Additionally, the software assists in managing fundraising campaigns by providing insights and analyses of organizational activities. Payments can be automatically matched to pledges, allowing for tracking from single payments to complex recurring donations, and facilitating the management of donation records linked to specific accounts. The tool can generate reports on collected, uncollected, and unfulfilled pledges, offering a comprehensive overview of the charity's financial landscape. Furthermore, the intuitive interface ensures that users can navigate easily, making it accessible even for those less tech-savvy.
Description
Donor Manager serves as the premier database solution tailored specifically for independent schools and charitable entities. Crafted with the unique requirements of Canadian organizations in mind, it efficiently manages donation tracking and tax receipt generation. Initially referred to as DTMS (Donation/Tuition Management System), its primary purpose was to monitor all financial inflows for schools, including donations, tuition payments, and miscellaneous income, while also generating essential reports and income tax receipts. Over time, the program has evolved significantly, enhancing its foundational database capabilities to transform into a comprehensive Contact Management System that caters to the diverse needs of schools and philanthropic organizations alike. This evolution reflects a commitment to providing a versatile tool that adapts to the changing landscape of funding and reporting requirements in the educational and charitable sectors.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$400.00/year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Charity Tool
Country
Canada
Website
www.charitytool.com
Vendor Details
Company Name
Canborough Computer Systems
Country
Canada
Website
www.donormanager.ca
Product Features
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Product Features
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
