Donor Fundraising Software-Donor Management Software

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Fundraising/Donor Service Solution (DSS)

• Fundraising software refers to any software
  solution that was built specifically to
  facilitate nonprofits fundraising efforts. These
  platforms make the fundraising process more
  successful by enabling nonprofits to build
  individualized donor stewardship strategies and
  by optimizing the donation process, data
  management, marketing and communications, and
  other efforts.
• Fundraising/Donor management software, also known
  as donor or constituent relationship management
  software, or simply donor software, provides
  nonprofits with one convenient platform for
  tracking their donor data and relationships. It
  centralizes once disparate data sources, so they
  can inform each other to give your organization
  the most complete picture of your donors.
• http//www.vallesoft.com/dss-solution.php

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CLEAR AND COMPLETE GUIDE TO FUNDRAISING SOFTWARE
UNDERSTANDING FUNDRAISING SOFTWARE 1 What is
Fundraising Software?
What Are Other Names for Fundraising Software?
Why do Nonprofits Use Fundraising Software?
What is Fundraising Software? Fundraising
software refers to any software solution that
was built specifically to facilitate nonprofits
fundraising efforts. These platforms make the
fundraising process more successful by enabling
nonprofits to build individualized donor
stewardship strategies and by optimizing the
donation process, data management, marketing
and communications, and other efforts.
The following are all names for donor management
solutions, nonprofits central fundraising
platform!
Without software, fundraising is a disorganized
and mostly unsuccessful process. Fundraising
software houses all nonprofit efforts under one
roof, simplifying and informing the process so
that organizations can see better
results. Software helps nonprofits keep their
data organized and develop more effective
fundraising and engagement strategies.

• Donor database
• Nonprofit software
• Donor management software
• These terms vary slightly in meaning, but each
  can be used to describe similar systems.

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2 What Types of Fundraising Software Are There?
DONOR MANAGMENT SOFTWARE Donor management
software, also known as Donor or constituent
relationship management software, or simply
donor software, provides nonprofits with one
convenient platform for tracking their donor data
and relationships. It centralizes once disparate
data sources, so they can inform each other to
give your organization the most complete picture
of your donors.
Donor Management Features
Comprehensive Donor Profiles Create a profile
for each donor, including biographical and
contact information, relationships, interests,
and more. Make your profiles more unique to your
organization by Adding custom fields and notes.
List Segmentation Target donors more effectively
by segmenting them into different lists based on
one or more criteria, including affinities for
certain causes, demographics, donation history,
giving capacity, and more. Relationship
Tracking Automatically record each historical
interaction a constituent has had with your
organization, including donation history, event
attendance, and more. Track relationships among
all constituents in your database for deeper
insights into how they relate
Centralized Constituent Data Donor management
software isnt just for keeping track of donors!
You can manage data and organize the efforts of
all important contributors, including members,
volunteers, staff, and anyone else whos
associated with your organization.
Fundraising Features
Automated Recurring Gifts Donor database software
simplifies the process of accepting recurring
gifts by automating data entry, reminders,
payments, and follow-up thank you notes. With
automated recurring gifts, you and your donors
will have one less thing to worry
about Automated Pledges Automate emails to send
out at a set time, reminding donors to make good
on their pledges. Set reminders for staff to
reach out to donors who have yet to fulfill
their pledges.
Gift Processing Accept all types of donations and
a wider variety of payment methods for a more
flexible donation experience. Automatically link
gifts with donor profiles to track donation
history and get to know your donors habits and
preferences. Major Gift Development Identify
major gift prospects with wealth screening
integration, plan every step of your appeal with
detailed workflows, and run cultivation reports
to predict when major gift donors might give.
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ONLINE FUNDRAISING SOFTWARE Online fundraising
software enables organizations to accept
donations online, making the donation process
significantly more convenient for them and their
donors. With this type of software, nonprofits
can accept all types of online donations with
ease and seamlessly collect the data they receive
through digital donation channels. Features
Mobile Responsiveness Online donation software
uses a responsive technology framework,
automatically generating a mobile-responsive
version of your donation pages. Now donors can
use their smart phones and tablets to give
anytime, anywhere!
Branded Donation Pages Build branded donation
pages and customize them to your campaigns
unique needs. Pages seamlessly integrate with
your website to provide an intuitive online
donation experience.
Donate Now Buttons Attention- grabbing Donate
Now! buttons can be incorporated into your
emails, so donors dont even have to leave their
inbox to make a donation! When the donation
process is so easy, youre sure to see more
online gifts.
Secure Payment Processing Secure payment
processing ensures that your donors
contributions and sensitive information are
always safe, giving both you and your donors
peace of mind.
Automated Acknowledgements Never forget to
acknowledge a contribution with automated
thank-you emails and donation receipts. Emails
and receipts can also be customized to your
organizations needs.
Easy Integration Easily integrate your online
fundraising software with your donor database,
so all transactions are automatically tracked in
your donor profiles to give you the most
complete insights into your donors giving
habits.
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3 What Are Some Common Fundraising Software
Integrations?
DONOR MANAGMENT SOFTWARE Find even more ways to
stay in touch with your donors by incorporating
online engagement features. You can integrate
your email application and social media sites
with your fundraising software to send emails
and make posts without ever leaving your
platform. This integration further centralizes
all of your communications, so you can easily
keep track of all the ways you contacted
supporters and shared information with them. See
which methods bring you the most responses to get
a better idea of your supporters preferred
communication channels and to keep honing your
outreach. ACCOUNTING Nonprofits need clear
financial documentation to help them obtain
grants and keep track of their fiscal
growth. Above all, this documentation is what
makes you a nonprofit in the first place, because
it secures your status as a tax-exempt
organization. Your fundraising software processes
donations and tracks all contributions, so its
logical to integrate your financial accounting
platform. By centralizing these efforts in one
place, your donors contribution histories can
communicate with your accounting software,
allowing you to generate more accurate and
up-to-date financial reports. Furthermore, you
can improve donor outreach and engagement by
generating annual PAYMENT PROCESSING As we
touched on earlier, one of the primary purposes
of fundraising software is to simplify the online
donation experience. With integrated payment
processing, you can automatically accept online
payments submitted through your custom donation
forms. This data links up to your constituent
profiles, letting you track donation histories
alongside other data sources. Automated tracking
features allow you to get a better idea of your
donors giving habits and preferred payment
methods, so you can continue honing your
fundraising efforts and make more relevant asks
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PROSPECT RESEARCH WEALTH SCREENING
Prospect research and wealth screening platforms
make the process of identifying major donor
prospects much more focused and efficient. These
tools give nonprofits insight into both their
donors giving capacities and their philanthropic
affinities by providing organizations with a
number of data sources, such as Wealth
indicators, Past donation history, Philanthropic
motivation, Relationships with other prospective
major donors and more. Prospect research and
wealth screening integrations allow you to track
the data sources they provide directly in your
supporter profiles to give you a deeper
understanding of your prospects and to help you
plan out every step of their cultivation.
USER MANAGEMENT
This option will enable only authorized users of
the Donation Management Information System to
have access to the system because data is very
important for any organization. The System
Administrator will be able to Add/Edit/Delete
user accounts through this option. DONATION
MANAGEMENT This option will allow the users to
enter donation detail of particular donor. This
will also allow entering donation in different
mode like cash, credit card, and cheque etc. as
well as cause of donation. User will be able to
enter tax exemption certificate detail for that
Donor will be eligible. All information in this
form will be linked to the donor detail using
this unique ID. This will also keep a facility to
reverse the transaction in case the Payment is
not realized.
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How Fundraising Software Can Strengthen Donor
Relationships
The Stages of Building Donor Relationships
Fundraising software can help nonprofit
organizations build deeper and more enduring
relationships with their donors.
Thats because fundraising software houses all
data under one platform, allowing each data
source to communicate with other data sources to
give nonprofits the most complete pictures of
their donors.
Donor Identification and Targeting
Nonprofits can then use the insights they
receive from their data to personalize and target
their outreach through every step of the
relationship-building process.
Donor Engagement
In this section, well take you step-by-step
through each step of building relationships with
your donorsfrom identifying prospects to donor
retentionand show how fundraising software can
make each part of this process more successful.
Use the navigation on the right to jump down to
any part of the process youd like to learn more
about, or read through the section to learn
about the entire process.
Donor Conversion
Donor Stewardship and Retention
Donor Identification and Targeting In order to
approach each donor with a personalized outreach
experience, nonprofits must first get to know
them. The primary function of fundraising
software is to help nonprofits gain a much deeper
understanding of their donors. Software does
this by housing all donor data under the same
roof. This centralization enables all sources to
communicate with each other, so you get the most
complete and accurate pictures of your
donors. You can store a number of donor data
sources, including Demographics and contact
information, Relationships, Interests and
affinities, Interaction history, Customizable
fields and more When you get to know more about
your donors, you can approach them with
individualized strategies that are more likely to
engage
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Donor Engagement When you know your donors more
personally, you can target them with the most
relevant content through their preferred
communication channels. For example, those in a
younger demographic might favor more casual
language communicated through social media. Your
major donors, on the other hand, might prefer
being approached more intimately through
one- on-one phone calls or handwritten letters.
Sending these two very different groups the same
impersonal message will do little to further your
fundraising. The difficulty that most nonprofits
face, however, is that they have no efficient way
to execute multiple outreach strategies. Software
allows you to segment your supporter list into
different groups, so that its easier to build
individualized engagement campaigns. When you
approach prospects with the most relevant
communications, theyre more likely to take the
next steps and become contributors Donor
Conversion Now that youve successfully targeted
your prospects, its time to convert them into
donors through action. In this case, that means
making a donation! The more convenient it is for
donors to contribute, the more likely they are
to do it. That where software comes in.
Fundraising software makes processing all kinds
of donations easier, so donors can give the way
they want. When it comes to online donations,
software provides you with a platform to build
customized donation forms. Then, you can easily
incorporate these forms into your website and
link to them in your email and social media
campaigns, so donors know exactly where to
contribute. When your donors need to pay in
person, software allows you to accept a wide
variety of physical payment methods, too. With
the most flexible and convenient fundraising
experience out there, youre sure to convert
more prospects into donors, since they can donate
on their terms. Donor Stewardship and
Retention The better you know your donors, the
more prepared you are to keep them in your donor
pool, giving for months and years to come.
Fundraising software tracks your every
interaction with supporters, allowing you to
note any changes in giving patterns and
habits. These insights can help you keep reaching
out and engaging your donors through targeted
strategies to build more enduring and valuable
relationships with them. For example, if you see
that a donor who loyally gives 10000 a month has
recently started giving larger gifts more
frequently, you might do some research to learn
whether this supporter has the potential to be
upgraded to a major gift donor. Without
fundraising software, youd have to research this
donors giving history manually and consult
multiple sources. But with fundraising software,
you can simply type in the donors name and
access their entire giving and involvement
history! The more in-tune you are with your
donors habits and preferences, the better able
youll be to transform your donors into recurring
givers who contribute for years to come.
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WHAT GOALS DO WE HOPE TO ACHIEVE WITH OUR
SOFTWARE? Ideally, your fundraising software
should be helping your organization reach your
goals faster and more effectively. Look towards
the future and think about what you hope to
achieve with your software. Youll want to buy a
solution that can not only help you meet your
current goals, but can also grow with you. So,
what does your organization want from
fundraising software?
Increased Donor Acquisition? Expand your reach,
convert more prospects into donors, and grow
your base.
Increased Retention Rates? Turn more one-time
donors into recurring donors to build a more
loyal and valuable base.
More Successful Donor Development? Cultivate the
donors you already have into major gift donors
and overall increase your average gift size
More Cause Awareness and Advocacy Action? Inform
more people of your cause and work to encourage
more advocacy and support.
Higher Online Engagement? See higher engagement
levels from digital donor outreach channels, inclu
ding email, social media, and online forms.
Higher Fundraising ROI? Get the most out of every
dollar you put into your fundraising efforts, so
youll spend less to raise more
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Software Description The overview of system
architecture and development framework is briefed
below

• The huge tables are categorized on the functional
  year and allow creating new tables for storing
  the data on the basis of functional year. This
  enables to create a table automatically and
  switch to new table on every functional year.
• The whole concepts of categorizing the tables are
  to convert the huge tables into small dependent
  tables that help to access the tables in much
  faster way.
• The new system embeds with concepts of OLE that
  was not possible in MySql.
• The project is designed over the latest database
  and application platform (ref. table 1)

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Specification Existing System
Database MySQL ,Oracle
Frontend HTML5 ,Bootstrap, JavaScript etc
Backend PHP5.2
Server API CGI
Web Server Apache2.2
Table 1
Overall Description
Product Perspective Donor Management System is
designed to maintain large database in simpler
way that allows the fetching of data much faster
than the existing system. The MIS reportings are
much more analytical and helps to analyze for the
marketing perspective. Functional
Specification The features and the
functionality of the software is mentioned
below Administrator The administration module
is created to give privileges to other users and
create master data like Location, projects (ref.
organization/NGO for this implementation), Donor
type, Donor Vertical, campaigns, functional
period, currency and others.
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• Manage Lead
• This module is designed to pitch Donors through
  various sources and tracks the status of its
  conversion. The user can trance the status with
  the donor and view the last communication
  with the Donor. This module is capable of
  managing various teams to analyze the
  performance parameter.
• Manage Donor
• This module handles the new and existing donor,
  its sponsorships under different projects and
  verticals. This also handles the allocation of
  child with donors.
• Manage Receipt
• This module handles the receipts, general
  reports, Bank deposits, Consolidated and Tax
  exemption. The features are
• Manage Receipts
• Inwards Register
• Inwards Receipts
• Receipt Issue
• Receipt Control
• Bank Deposit(Upload bank file and Issue Receipts)
• Receipt Export
• Issue Tax Certificate
• General Reports
• Date wise statement

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• Manage Child
• This module manages the child/beneficiary
  progress report and its allocation. This also
  handles the various villages and their activity
  report.
• Manage ECS/Credit Card
• This module manages whole ECS, notifications for
  ECS renewal and various reports related to ECS.
  Following are the list of the functionality which
  is handled by ECS.
• ECS Mandate
• ECS Receipt Upload
• Credit Card Regular payments
• Credit Card Receipt upload
• Upload History for ECS and Credit Card.
• Reports
• Mandate
• Monthly Debit
• Period Wise

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DMS Software Screenshot Basic Modules
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Dashboard
Collection Overview
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1.) Administrator
Master
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2.) Manage Donor
Donor List
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3.) Manage Collections
Issue Receipts
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4.) Regular Donor
Online Donation through Website
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5.) MIS Reports
Campaign/Project Analysis
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6.) Printing/Dispatch
7.) Reminders
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Some of our NGO Clients
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