DonorChase

Name: Donorchase
Address: UA

Save hours of time and increase income!

Working out who to chase for outstanding membership and pledges used to be a huge task... no more!

If this is your fundraising cycle;

Then this is the software for you!

Data is automatically updated from your bookkeeping and all donor interactions recorded and shared on one easily accessible portal.

SUITABLE FOR CHARITY MEMBERSHIP / SCHOOL FEES /
VOLUNTARY CONTRIBUTIONS / ANNUAL SUBSCRIPTIONS

AND CHARITY FUNDRAISING EVENTS

Main page

Main page shows list of donors and amounts pledged still outstanding

Individual donor page

Full individual donor record including notes, reminders and contact details

Record calls

Record the outcomes of each interaction and schedule follow up actions

Main page

Main page shows list of donors and amounts pledged still outstanding

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INTEGRATING WITH

Highly Focused, Highly Effective

Using your online bookkeeping package, keep track of your donors quickly and effectively
Visualise whose donations are outstanding, makes notes on contacts, and add chasers to remind you to call them.
Categorise your donors by their different profiles (eg annual donors, termly donors, standing orders, donors to monitor)
See your overall position from the main page, with a summary of each donor
Drill down to view each donors' requests and contributions
Easily monitor standing orders
Set up reminders for team members to contact donors
Input notes and feedback from donor contacts
Share responsibility over your team
See summary statistics and your success rate

Use your online bookkeeping package to create invoices for each donations pledged
Bookkeeping syncs with DonorChase daily, and presents an accurate ledger of all donors and how much they have outstanding.
From there you can add notes (e.g. "Priority to chase" or "Wait until July"), add dates when you next need to be in touch, and notes on conversations ("said to call back next week")
Each donor has their own page with a history of their requests and contributions, contact details and record of all conversations/emails/messages.
The main page provides a statistical summary of how much has been collected.