Modules
IRIS Donor Strategy offers a base CRM system with modules activated to meet your needs.
Finance: manage Transactions, Regular Giving (standing orders and direct debits), Banking, Gift Aid and Pledges.
Campaigns: allows you to create and manage a campaign, providing live information on the costs associated, amounts raised and spent, and responses.
Additional option: Telephone Campaigns
Events: manage every stage of your event: track attendance, plot your budget, allocate resources, issue tickets, manage sponsorship, assign roles and evaluate your success.
Additional options: Event Tickets and Event Participation Sponsorship
Merchandising: manage your merchandise orders and literature requests, enabling you to process, fulfil and track orders.
Grants: 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.
Collecting Box Management: designed to streamline the lifecycle processes of your Collecting Boxes, from recruiting boxes to despatch, prompting collecting and managing thank you letters and certificates.
Volunteer Management: helps you to record existing skills and plan for the future, alongside providing quick and easy skills to need matching.
Major Donor Relationship: save time and cost savings by reducing the effort needed to manage major donors, improving communication with them and associated stakeholders and enabling relationships to be grown and sustained.
Legacies: manage every aspect of legacy pledges, including donor details, related communication, projected income and correspondences with legal teams.
Analysis (Extended reporting tool): evaluate your data effectively and present trends, results and findings in useful, visuals formats, such as pivot tables. This module also enables financial forecasting.
Alumni: used by leading independent schools, universities and numerous Oxbridge colleges to nurture relationships with past students.
Membership: manage membership schemes and renewals. A variety of membership levels can be set up.
Web Connect: flexible, cutting edge technology to link your data online, such as creating web communities or accepting online donations.
Please download the IRIS Donor Strategy brochure.
Read some of our client endorsements here
If you would like more information on the modules that IRIS Donor Strategy has to offer please call IRIS Donor Strategy Sales on 0845 226 2671 or email: donorstrategy.sales@iris.co.uk