Growing With A Donor Management System
Build a strong foundation for your charity to grow. Each section of the eBook focuses on one of the 4 key areas of your charity foundation; tax receipting, storage & security, stewardship, and revenue.
The majority of charities are small, with 90% of charities employing 10 or fewer full time staff. Many do not know where to start with streamlining their donor management administration and don't think they are ready for a system, but it could be the very thing your charity needs to take the next step.

What's in the paper?

Section 1. Are You Issuing Tax Receipts Manually?
According to our Giving Report 2022, the ability to receive a tax credit influences a donor's ability to give; 40.7% of donors agree that the tax credits play a part in their decision.
However, we know that issuing CRA compliant tax receipts can be complicated. The CRA previously reported 89% of charities are issuing tax receipts inappropriately. Furthermore, even if your organization issues them correctly, managing them can take a lot of time.
Key Takeaways:
Why is tax receipting important for charities?
What are some issues with manually managing tax receipts?
How can a Donor Management System address tax receipting issues?
Section 2. Are You Storing Your Data Safely?
Your charity is trusted with personally identifiable information, donation details and preference data - are you storing that data safely? In addition to preserving the trust of your donors, the CRA requires that charities keep donor records for up to 2 years (and prudently, up to 7 years).
Key Takeaways:
Why is Data Storage and Security Important?
What are some issues with storing data physically, locally or without business-level solutions?
How can I ensure the safety of donor information in my charity?


Section 3. What is Donor Stewardship?
Small charities often do a wonderful job of talking to their donors and keeping them involved at the start. However, as your charity begins to grow - are you managing to keep that human touch in your communications?
No one likes to receive communications that don't pertain to them. Show your donors that you are listening by segmenting lists to provide targeted communications.
Key Takeaways:
Donor Stewardship - What It Is And Ways To Do It
How do Different Approaches Stack Up?
How can you Steward Donors Beyond Email?
Section 4. How Should I Be Tracking My Charity's Metrics?
How is your charity doing? Are you able to gauge how your charity is doing by running meaningful reports and benchmarking your metrics year on year?
Running meaningful reports to understand how your charity is doing is key to having a healthy charity.
Key Takeaways:
What is the Importance of Tracking Revenue with Reports?
Which Reports Should My Charity Be Running?
How Can A Donor Management System Make This Easier?


Download the eBook Now
This eBook was written as a result of the painpoints we heard from many of the small but growing charities in Canada. If you're managing your donors through multiple spreadsheets, physical paper, or even relying on the memory of your staff, learn how to take the next step with a Donor Management System and provide a great foundation for your charity to grow.
