Modules
Donor Strategy offers a base CRM system with modules activated to meet your needs.
Modules overview: Finance, Alumni, Campaigns, Events, Web Connect, Analysis, Membership, Legacies, Grants and Team Planner.
Finance: manage Transactions, Regular Giving (standing orders and direct debits), Banking, Gift Aid and Pledges.
Alumni: used by leading independent schools, universities and numerous Oxbridge colleges to nurture relationships with past students.
Campaigns: set-up and structure campaigns (such as Capital Appeals), define targets and allocate resources.
Events: manage every stage, track attendance, plot your budget, issue tickets and evalutate your success.
Web Connect: flexible, cutting edge technology to link your data online, such as creating web communities or accepting online donations.
Analysis: evaluate your data effectively and present trends, results and findings in useful, visuals formats, such as pivot tables. This module also enables financial forecasting.
Membership: 100% of users of our Membership module would recommend Donor Strategy, according to the Voluntary Sector IT Survey 2007, Charity Finance Magazine.
Grants: helps manage the grant making process, including keeping on top of application dates, capturing previous successes and feedback, and projecting and recording income. Also used for grant-giving.
Please download the Donor Strategy brochure.
Read some of our client endorsements here