Fully CRA compliant (as at March 2012) User Profile security Streamlined process to create or edit donor record, enter donation and print receipt - all in one screen! Multiple fund allocations Multiple logos - support unique event branding Deposit records Thank you letter automation Donor Pledge tracking and reporting Help documentation per action with a click of your mouse Single receipt processing or batch processing

1. March 2012

2. Features
 User security with advanced features
 CRA compliant
 Supports:
 Thank you letters
 Multiple signatures
 Multiple funds
 Multiple locations
 Multiple logos (events)
 Receipting
 Cash no advantage
 Cash gift with advantage
 Non-cash gift (no advantage)
 Non-cash gift (with advantage)
 Combined donation receipting
 customize the frequency of donor receipting per donor

3. Single Screen Process
 One of our key benchmarks was to develop a tool that
incorporated functions related to receipt printing in one
screen!
 Single screen incorporates
 Add/update donor profile
 Create donation transaction
 Create pledge transaction
 Print receipt

4. Easy Sort/Lookup
Single click lookup
Search by first name, last name or “begins with”
Search or sort by date range

5. Donor/Donation/Receipt

6. Pledge
 Enter first donation of donor pledge
 Create donor pledge based on initial donation
 Choose fund allocation and add end user comments

7. Detailed Donor File

8. Receipt
Fully customizable
field names
and layouts
Y0ur donor will love
our itemized donation
detail to reconcile
their donations!

9. Thank you….
Sort by date – assign letters to donations and print

10. User friendly setup
Centralized Menu full function and user security
controlled

11. Help?
Every function in DMS has a help button that refers you
to the relevant material in our documentation!

12. More information?
 Please contact us for more information at:
 Innovative Healthcare Solutions
 1-877-901-6477
 647-478-7280
 Or email kentf@innovativehealthcaresolutions.org