End to end management
Right from the tools to manage the ‘giving’ process for the donor, the lead generation process for the fundraisers till the management of the donor database is what should be better controlled with Donor Management System.
All the management activities of donors, volunteers, grants and charity events should be processed online.
They need not spend days and hours searching and managing records from the large spreadsheets.
This type of concept should have a well-built single repository for all the details that allows the admin to know donors frequency of giving, events attended and other important details in the Donor Management System.
Multiple administrator accounts
When any donor or constituent has a team to handle the ‘giving’ activities, they should be facilitated with multiple administrative accounts.
There is no need to use a single login across the team.
Individual team members should be given permissions to have their own login to use the app services in Donor Management System.
The ‘giving’ process for the donors and the receiving process for the Nonprofits should be all online.
It should just take a couple of minutes for a donor to select from the type of donation/gift and make a payment for donations.
In the same way, it must save the time of the Nonprofits to accept, receive donations and send donation receipts to the donors.
Automated donation receipt management
As the donor completes the transaction on the system, a receipt should be automatically generated and send to the donor by the system.
The Nonprofits need not record an entry in Excel and send the files through email or another medium of communication.
The system should do everything to sort data and send receipts to the donor.
NGO Connect should be conceptualized on tracking and managing the constituents and nurture strong business relationships with them. They can be named as the platinum partners on the app.
Registration and renewals of membership
Depending on the type of membership plan the donors want to engage into, they should easily get registered on the app and use the online services.
Some Nonprofits make it completely free for the donors to get registered on the app. A simplified membership renewal process should also be available for the donors.
Manage donor contacts and donor activities
As the donor logins on the app, they should feed their contact details in the system.
With any transactions on the app, the fed contact details should be taken into account.
Also, the admin should be able to well manage all the donor activities on the app.
Like, the activities related to the donations, maintaining donor relationships, providing credits, and much more.
The admin should be able to create an event and manage all the event-related tasks on the app.
The system should help the admin to broadcast the event, handle registrations, manage payments and other event proceedings much easier.
Also, the donor management system should be made easy for the donors and other volunteers to participate in the event and get registered on the app itself.
This unique feature should be in the donor management system for the admin or internal staff to mail all the registered donors or sponsors at one go.
It can prove to be the best way to announce and update an important detail to all the donors with a single click.
The system should have a ‘Chatbox’ feature that helps the app users to communicate internally with fellow donors, employees, volunteers, and other funders.
Effective search options
The advanced search options should provide the users with customized filtrations in search related to the location, activities, fund limits and much more.
View donation histories
The donors should be able to have a look at all the details related to their past transactions or donations given.
Also, the admin should be able to use this effective feature to view donation histories of the clients.
The admin should be able to systematically analyze the relationships among different constituents.
This will help them locate the gaps and head on to build a lifelong relationship with the clients.
Dynamic analysis tools should be made available to scale out the relationship of Nonprofit with their donors, grants, platinum partners, volunteers as well as their employees.
Boost the fundraisers to work hard
A time savvy and simple fundraising process should make it easy for the fundraisers to track the clientele status of existing donors and conduct donor engagement activities regularly.
With promotional schemes and easy linking of social media accounts, the fundraisers should be able to target a mass much easily.
This will help them get more leads of donors on the app itself.
Donors feel delighted and positive when their names are displayed on the dashboard of every user on the app.
This will also develop a sense of trust among them to know where exactly the money is being used.
The system should have easy and speedy payment tools that give multiple options to pay through credit or debit cards, PayPal or other payment processors.
Automatic next day deposit through bank transactions should also benefit the Nonprofits in large scale.
The admin should be able to well customize on the branding features on the app.
This will help them to change, edit and even use design tools for a cover photo or a logo just as the way they want on the app.
Customize the campaigns
With conducting different fund drives and campaigns, it becomes easy for the supports or donors to choose medium through which they want their funds to go.
Admin should be able to effortlessly create a campaign, manage campaign proceedings, control transactions, and close a campaign.
Linking social media tools
The social media tools like Facebook, Linkedin, Instagram, Twitter, and others should be linked on the app as per the feasibility and interest of the app owner.
This makes it easy for the volunteers and donors to log-in on the app through social media tools, share posts about their ‘giving’ activities and recommend your Nonprofit to other friends on their social media accounts.
A single click task completion
From accepting gifts or donations, generating receipts, managing funds, updating donor database and other tasks carried out by the Nonprofits should be performed with a single click.