Supporter Donation System

Quick Tips

Click on the links in the left column to view and print these pages. These pages are packed with helpful suggestions on using the Supporter Donation System, so you can take full advantage of all of its features and benefits.

Please let us know your suggestions on using the Supporter Donation System, or send us some of some of your tips that we can pass along to other users.

Auction - Receive Items to Sell Record items to be used later at your auction
Auction - Record Bid Sheets & Payments Record auction bid sheets and payment on the scene
Backup and Restore Backup data and restore
Batch Payment Entry Enter batches of checks on one screen
Campaign / Appeal / Sub-Appeal Track the events you hold to raise money for your organization
CAS Create Multiple Items for Sale for Auction Create multiple duplicated items for sale such as Drink Tickets or Sponsor a Youth
Classifications Create classifications or groups for your supporters
Custom Fields Use Custom Fields to record additional data about your supporters that can be used in mail merge and reports.
Funds / Programs Designate where your money is going
Mail Merge Use mail merge to send letters, emails and more
Mass Email Send mass emails quickly and easily
Meetings Track meetings with staff, board, etc.
Organization Information Setup defaults to be used through out the program
Pledge, Pay, Quick Letter Create a pledge, receive money and print a quick thank you letter
Pledges Record simple, over time and in-kind pledges
Procedures - Edit Data Quickly cleanup misspellings in fields like cities, industry, occupation or custom fields
Procedures - Merge Supporters Use this clean-up tool to merge duplicate supporters
Solicitation Notices Create and monitor tasks or solicitations for your solicitors
Solicitors Solicitors are your supporters who raise money for your organization.
Supporter Search Flexible search capabilities with hardcopy, export and mail merge options.
Supporters Screen Record and view information about each of your supporters in the Supporters Screen
Supporter Selection Engine Filter or Query your supporters for the Search screen and reports.
Unit Information Unit Information is entered for each unit if you are fundraising at the Unit level.
Users Users - add, delete, manage permissions and notifications.
Vendors Vendors are the companies or people that you purchase items or services from.