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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
yourdonors.
http://www.vallesoft.com/dss-solution.php
CLEARANDCOMPLETEGUIDE
TOFUNDRAISING SOFTWARE
UNDERSTANDINGFUNDRAISINGSOFTWARE
1
What is Fundraising Software?
What isFundraising
Software?
Fundraising software refers
to any software solution
that was built specificallyto
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.
Why do Nonprofits Use
Fundraising Software?
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 andengagement
strategies.
What Are Other Names
for FundraisingSoftware?
The following are all names
for donor management
solutions, nonprofits’ central
fundraising platform!
– Donor database
– Nonprofit software
– Donor management
software
These terms vary slightlyin
meaning, but each can be
used to describe similar
systems.
2
What Types of Fundraising Software Are There?
DONORMANAGMENTSOFTWARE
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. Itcentralizes once
disparate data sources, so they can inform each other to give your organization the most
complete picture of your donors.
Donor ManagementFeatures
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.
Centralized ConstituentData
Donor management software isn’t just for keeping
track of donors! You can manage dataand
organize the efforts of all important contributors,
including members, volunteers, staff, and anyone
else who’s associated with yourorganization.
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
Automaticallyrecord 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
Fundraising Features
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 andpreferences.
Major GiftDevelopment
Identify major gift prospects with wealth
screening integration, plan every step of
your appeal with detailed workflows,
and run cultivation reports topredict
when major gift donors might give.
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 settime,
reminding donors to make good on their pledges.
Set reminders for staff to reach out to donors
who have yet to fulfill theirpledges.
ONLINEFUNDRAISINGSOFTWARE
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
Branded Donation Pages
Build branded donation pagesand
customize them to your
campaign’s unique needs. Pages
seamlessly integrate with your
website to provide anintuitive
online donation experience.
“Donate Now” Buttons Attention-
grabbing “Donate Now!” buttons
can be incorporated into your
emails, so donors don’t even have to
leave their inbox to make a
donation! When the donation
process is so easy, you’re sure tosee
more online gifts.
Automated Acknowledgements
Never forget to acknowledge a
contribution with automated
thank-you emails and donation
receipts. Emailsand receipts can
also be customized to your
organization’s needs.
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!
Secure Payment ProcessingSecure
payment processing ensures that
your donors’ contributions and
sensitive information are always
safe, giving both you and your
donors peace of mind.
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 themost
complete insights into your
donors’ giving habits.
3
What Are Some Common Fundraising Software Integrations?
DONORMANAGMENTSOFTWARE
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 yourplatform.
This integration further centralizes all of your communications, so you can easily keep track of all
the ways you contacted supporters and shared information withthem.
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 it’s 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 financialreports.
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
PROSPECTRESEARCH& WEALTHSCREENING
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 tohelp
you plan out every step of theircultivation.
USERMANAGEMENT
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 thisoption.
DONATIONMANAGEMENT
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.
4
How Fundraising Software Can Strengthen Donor Relationships
Fundraising software can help nonprofit
organizations build deeper and more enduring
relationships with theirdonors.
That’s 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.
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.
Inthis section, we’ll take you step-by-step through
each step of building relationships with your
donors—from identifying prospects to donor
retention—and 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 you’d like to learn more about, or
read through the section to learn about the entire
process.
The Stagesof Building
Donor Relationships
Donor Identification
and Targeting
Donor Engagement
Donor Conversion
DonorStewardship
and Retention
Donor Identification and Targeting
Inorder 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
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 outreachstrategies.
Software allows you to segment your supporter list into different groups, so that it’s easier to
build individualized engagement campaigns. When you approach prospects with the most
relevant communications, they’re more likely to take the next steps and becomecontributors
Donor Conversion
Now that you’ve successfully targeted your prospects, it’s time to convert them into donors through
action. Inthis 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 theywant.
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 tocontribute.
When your donors need to pay in person, software allows you to accept a wide variety ofphysical
payment methods, too. With the most flexible and convenient fundraising experience out there,
you’re sure to convert more prospects into donors, since they can donate on theirterms.
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 andhabits.
Theseinsightscan help youkeep reaching out andengaging yourdonorsthrough targetedstrategies
to build moreenduring andvaluablerelationshipswith 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 giftdonor.
Without fundraising software, you’d have to research this donor’s giving history manually and consult
multiple sources. But with fundraising software, you can simply type in the donor’s name and access
their entire giving and involvement history!
The more in-tune you are with your donors’ habits and preferences, the better able you’ll beto
transform your donors into recurring givers who contribute for years tocome.
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. You’ll 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 DonorAcquisition?
Expand your reach, convert more prospects
into donors, and grow yourbase.
More CauseAwareness
and AdvocacyAction?
Inform more people of your cause and work to
encourage more advocacy and support.
Higher Fundraising ROI?
Get the most out of every dollar you put into
your fundraising efforts, so you’ll spend less
to raise more
Increased RetentionRates?
Turn more one-time donors into recurring donors
to build a more loyal and valuablebase.
More Successful Donor Development?
Cultivate the donors you already have intomajor
gift donors and overall increase your average gift
size
Higher OnlineEngagement?
See higher engagement levels from digital donor
outreach channels, including email, social
media, and online forms.
Software Description
The overview of system architecture and development framework is briefed below:
i. 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 functionalyear.
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.
ii. The new system embeds with concepts of OLEthat was not possible in MySql.
iii. The project is designed over the latest database and application platform (ref. table
1)
Table 1
Specification Existing System
Database MySQL,Oracle
Frontend HTML5,Bootstrap, JavaScriptetc
Backend PHP5.2
ServerAPI CGI
Web Server Apache2.2
Overall Description
Product Perspective:
Donor Management Systemis designed to maintain large database in simpler way that
allows the fetching of data much faster than the existingsystem.
The MISreporting’s are much more analytical and helps to analyze for the marketing
perspective.
Functional Specification:
The features and the functionality of the software is mentionedbelow:
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.
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:
a. InwardsRegister
b. InwardsReceipts
c. Receipt Issue
d. Receipt Control
e. Bank Deposit(Upload bank file and Issue Receipts)
f. Receipt Export
g. Issue Tax Certificate
General Reports
a. Date wise statement
b. Receipts statement, cancelled receipts, country wise receipts
c. Date wise cash statement
d. Special contribution, inwards report
Bank Deposit
a. Local/outstation Cheques and DD
b. Cash/M.O
c. Credit card/Payment gateway/Net banking
d. Direct Remittances
e. Through same bank
TaxExemption
a. Internal 80G
b. Submission 35AC and 80G
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 ECSrenewal and various reports
related to ECS.Following are the list of the functionality which is handled byECS.
i. ECSMandate
ii. ECSReceiptUpload
iii. Credit Card Regular payments
iv. Credit Card Receipt upload
v. Upload History for ECSand CreditCard.
Reports:
i. Mandate
ii. Monthly Debit
iii. Period Wise
iv. CStracker (Monthly andweekly)
v. Claw back
vi. Commission Calculator
vii. ECSRetention
viii. New Donor
ix. Discontinue ECS
x. Stop ECS list
xi. ECSDonor list perNGO
Manage FCRA
This module handles the foreign contribution through various sources. This
also handles the various remittances projects.
DMSSoftware Screenshot:
Basic Modules:
Dashboard
CollectionOverview
1.) Administrator:
Master
2.) ManageDonor
DonorList
3.) ManageCollections
IssueReceipts
4.) Regular Donor
OnlineDonation through Website
5.) MISReports
Campaign/Project Analysis
6.) Printing/Dispatch
7.) Reminders
Some of our NGOClients:
VS Design Worx Pvt Ltd
CIN: U72900DL2003PTC122622
B-155, IIIrd Floor, DDA Shed Okhla
Industrial Area, Phase-1 New Delhi-
110020, India
Tel:+91-9555104513, +91-8860180652
Website: http://www.vallesoft.com/

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Donor Fundraising Software-Donor Management Software

  • 1. 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 yourdonors. http://www.vallesoft.com/dss-solution.php
  • 2. CLEARANDCOMPLETEGUIDE TOFUNDRAISING SOFTWARE UNDERSTANDINGFUNDRAISINGSOFTWARE 1 What is Fundraising Software? What isFundraising Software? Fundraising software refers to any software solution that was built specificallyto 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. Why do Nonprofits Use Fundraising Software? 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 andengagement strategies. What Are Other Names for FundraisingSoftware? The following are all names for donor management solutions, nonprofits’ central fundraising platform! – Donor database – Nonprofit software – Donor management software These terms vary slightlyin meaning, but each can be used to describe similar systems.
  • 3. 2 What Types of Fundraising Software Are There? DONORMANAGMENTSOFTWARE 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. Itcentralizes once disparate data sources, so they can inform each other to give your organization the most complete picture of your donors. Donor ManagementFeatures 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. Centralized ConstituentData Donor management software isn’t just for keeping track of donors! You can manage dataand organize the efforts of all important contributors, including members, volunteers, staff, and anyone else who’s associated with yourorganization. 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 Automaticallyrecord 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 Fundraising Features 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 andpreferences. Major GiftDevelopment Identify major gift prospects with wealth screening integration, plan every step of your appeal with detailed workflows, and run cultivation reports topredict when major gift donors might give. 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 settime, reminding donors to make good on their pledges. Set reminders for staff to reach out to donors who have yet to fulfill theirpledges.
  • 4. ONLINEFUNDRAISINGSOFTWARE 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 Branded Donation Pages Build branded donation pagesand customize them to your campaign’s unique needs. Pages seamlessly integrate with your website to provide anintuitive online donation experience. “Donate Now” Buttons Attention- grabbing “Donate Now!” buttons can be incorporated into your emails, so donors don’t even have to leave their inbox to make a donation! When the donation process is so easy, you’re sure tosee more online gifts. Automated Acknowledgements Never forget to acknowledge a contribution with automated thank-you emails and donation receipts. Emailsand receipts can also be customized to your organization’s needs. 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! Secure Payment ProcessingSecure payment processing ensures that your donors’ contributions and sensitive information are always safe, giving both you and your donors peace of mind. 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 themost complete insights into your donors’ giving habits.
  • 5. 3 What Are Some Common Fundraising Software Integrations? DONORMANAGMENTSOFTWARE 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 yourplatform. This integration further centralizes all of your communications, so you can easily keep track of all the ways you contacted supporters and shared information withthem. 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 it’s 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 financialreports. 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
  • 6. PROSPECTRESEARCH& WEALTHSCREENING 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 tohelp you plan out every step of theircultivation. USERMANAGEMENT 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 thisoption. DONATIONMANAGEMENT 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.
  • 7. 4 How Fundraising Software Can Strengthen Donor Relationships Fundraising software can help nonprofit organizations build deeper and more enduring relationships with theirdonors. That’s 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. 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. Inthis section, we’ll take you step-by-step through each step of building relationships with your donors—from identifying prospects to donor retention—and 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 you’d like to learn more about, or read through the section to learn about the entire process. The Stagesof Building Donor Relationships Donor Identification and Targeting Donor Engagement Donor Conversion DonorStewardship and Retention Donor Identification and Targeting Inorder 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
  • 8. 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 outreachstrategies. Software allows you to segment your supporter list into different groups, so that it’s easier to build individualized engagement campaigns. When you approach prospects with the most relevant communications, they’re more likely to take the next steps and becomecontributors Donor Conversion Now that you’ve successfully targeted your prospects, it’s time to convert them into donors through action. Inthis 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 theywant. 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 tocontribute. When your donors need to pay in person, software allows you to accept a wide variety ofphysical payment methods, too. With the most flexible and convenient fundraising experience out there, you’re sure to convert more prospects into donors, since they can donate on theirterms. 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 andhabits. Theseinsightscan help youkeep reaching out andengaging yourdonorsthrough targetedstrategies to build moreenduring andvaluablerelationshipswith 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 giftdonor. Without fundraising software, you’d have to research this donor’s giving history manually and consult multiple sources. But with fundraising software, you can simply type in the donor’s name and access their entire giving and involvement history! The more in-tune you are with your donors’ habits and preferences, the better able you’ll beto transform your donors into recurring givers who contribute for years tocome.
  • 9. 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. You’ll 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 DonorAcquisition? Expand your reach, convert more prospects into donors, and grow yourbase. More CauseAwareness and AdvocacyAction? Inform more people of your cause and work to encourage more advocacy and support. Higher Fundraising ROI? Get the most out of every dollar you put into your fundraising efforts, so you’ll spend less to raise more Increased RetentionRates? Turn more one-time donors into recurring donors to build a more loyal and valuablebase. More Successful Donor Development? Cultivate the donors you already have intomajor gift donors and overall increase your average gift size Higher OnlineEngagement? See higher engagement levels from digital donor outreach channels, including email, social media, and online forms.
  • 10. Software Description The overview of system architecture and development framework is briefed below: i. 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 functionalyear. 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. ii. The new system embeds with concepts of OLEthat was not possible in MySql. iii. The project is designed over the latest database and application platform (ref. table 1) Table 1 Specification Existing System Database MySQL,Oracle Frontend HTML5,Bootstrap, JavaScriptetc Backend PHP5.2 ServerAPI CGI Web Server Apache2.2 Overall Description Product Perspective: Donor Management Systemis designed to maintain large database in simpler way that allows the fetching of data much faster than the existingsystem. The MISreporting’s are much more analytical and helps to analyze for the marketing perspective. Functional Specification: The features and the functionality of the software is mentionedbelow: 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.
  • 11. 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: a. InwardsRegister b. InwardsReceipts c. Receipt Issue d. Receipt Control e. Bank Deposit(Upload bank file and Issue Receipts) f. Receipt Export g. Issue Tax Certificate General Reports a. Date wise statement b. Receipts statement, cancelled receipts, country wise receipts c. Date wise cash statement d. Special contribution, inwards report Bank Deposit a. Local/outstation Cheques and DD b. Cash/M.O c. Credit card/Payment gateway/Net banking d. Direct Remittances e. Through same bank TaxExemption a. Internal 80G b. Submission 35AC and 80G
  • 12. 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 ECSrenewal and various reports related to ECS.Following are the list of the functionality which is handled byECS. i. ECSMandate ii. ECSReceiptUpload iii. Credit Card Regular payments iv. Credit Card Receipt upload v. Upload History for ECSand CreditCard. Reports: i. Mandate ii. Monthly Debit iii. Period Wise iv. CStracker (Monthly andweekly) v. Claw back vi. Commission Calculator vii. ECSRetention viii. New Donor ix. Discontinue ECS x. Stop ECS list xi. ECSDonor list perNGO Manage FCRA This module handles the foreign contribution through various sources. This also handles the various remittances projects.
  • 21. Some of our NGOClients:
  • 22. VS Design Worx Pvt Ltd CIN: U72900DL2003PTC122622 B-155, IIIrd Floor, DDA Shed Okhla Industrial Area, Phase-1 New Delhi- 110020, India Tel:+91-9555104513, +91-8860180652 Website: http://www.vallesoft.com/