Altus Dynamics Blog

Latest Release of Donor Engage Enhances Donation Processing & Receipting

Posted by Melissa Alvares on Mar 13, 2015 12:22:00 PM

donor-engageSince its initial launch, Donor Engage has garnered significant interest amongst the non-profit community. As raising funds are a core part of their ability to operate, non-profits are always looking for more efficient tools to help them maximize their potential. When such a tool also aligns with their wider IT strategy, removing information silos and multiple non-communicating systems, even better. This is where Donor Engage has excelled; a donation management tool that is built for Microsoft Dynamics CRM, leveraging all the integrations it brings to the wider Microsoft family of software products.

In the new release, Altus Dynamics has expanded the functionality of Donor Engage’s split donations processing, allowing one donation to be divided across a number of causes and rolled up to the master donor record. The growth in split donations allows organizations to receive a single donation with the ability to easily split within a single view. Added to this, tax receipts specific to each organization, now also reflect the splits. General receipting has been enhanced with improvements to the Altus Dynamics’ WordMerge tool for CRA compliance as well as management of the receipting process at a donor record level for items such as soft crediting and non-charitable donations.

This new version only enhances an already robust donation management tool with advanced donation tracking – tracking that allows you to easily search for donors, offers duplicate detection, pledge management, gift management, etc.

Donor Engage is one of those tools that clients are immediately drawn to once they see it in action.” comments Colin Dickinson, CEO, Altus Dynamics, “They love what it can do and also that all the functionality is within Microsoft Dynamics CRM, allowing organizations to benefit from all the extended features that come out of the box with a CRM system.”

To learn more about Donor Engage and how our clients are benefiting from the solution, read our Big Brothers Big Sisters, United Church of Canada, or our Victoria Cool Aid Society news release – all recent new Donor Engage clients.

 

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This Post Was Written By Melissa Alvares
Melissa truly believes that technology can change the world for the better, and loves that she gets to see that in action every day at Sparkrock. She’s been involved in building computer labs and teaching technology skills in rural Rwanda and Uganda, and locally is a regular volunteer at the Daily Bread Food Bank and mentoring new immigrants through the Toronto Region Immigrant Employment Council (TRIEC)