Fund Management
Create and manage any number of partial-year, full-year, and multi-year funds easily.
Print Contribution Statements
Print contribution statements and address labels. Multiple styles are available to fit your needs.
Add Comments to Contributions
Add a comment to each entry and choose whether or not you’d like it to appear on the statements.
Fiscal Year
Keep track of contribution funds by the calendar year or an alternate fiscal year.
Email Contribution Statements
Contribution statements can be sent electronically to participating households.
Historical Data
Retain unlimited contribution records for historical purposes and compare funds to other years.
Donor Number Management
Easily assign donor numbers to households or individuals and print reports or labels.
Import Contributions
Import contributions from a text file in a comma-delimited (CSV) or tab-delimited format.
CRA Compliant Donation Receipts
Print donation receipts that comply with the requirements of the Canadian Revenue Agency (CRA).
Pledge Management
Enter pledges by fund to determine a proposed budget for each fund.
Link to Fund Accounting
Contribution batches are automatically posted as deposits in the fund accounting system.
