Donors and Members
This is a very useful feature in capturing all those signups that are considered vulnerable and who you believe should have another call to ensure they wish to sign up. You can set different parameters to determine which sign ups will be automatically approved and which signups you would like to be further ratified, e.g under 25’s and over 79 year olds. Ideal Fundraising provides a simple and intuitive interface to ring those vulnerable donors, all from the portal. You also have the option to also use ring central (VOIP), which is a system that calls the number for you and records it, so that you have a full audit trail to prove you have followed protocol, in line with the Fundraiser Regulator guidelines.
There are a number of fraud protection measures in place with Ideal Fundraising for which you will have full reporting for. Some of the measures include:
- The fundraisers will not be able to make multiple attempts at putting in incorrect bank details
- Once the donor has signed the campaign form, the fundraiser cannot retrospectively change any of the details, without getting a new signature
- Ideal Fundraising automatically detects when fundraisers try to use the same bank details for the same campaign more than once. If bank details are used more than once, the sign up will be marked as a duplicate and a fraud warning report will be emailed to the fundraiser manager.
Easily work through your list of sign ups and make a welcome call to them to thank them for donating or subscribing to your casue. You also have the option to use Ring central (VOIP) which will ring the number for you so that you don’t even have to type the number in! This helps prevent mistakes and also speeds up the process for you. Using Ring Central also means that all calls will be recorded so you have a full audit trail of the calls you have made.
The system can calculate how much to pay your fundraisers in terms of sign up value and time worked. If you have self employed fundraisers it can also work out their commission payments. All helping to save you time and effort.
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After Care
What Our Clients
Say About Us
We have used IFS to support our regular giving and lottery campaigns for around 8 years now. The actual software itself is super easy to use, quick to complete and is built with fundraisers in mind. With the portal, the standardisation across it, makes the system really easy to use. KPI’s are at the forefront and visible within seconds. It’s very accessible for our field managements throughout every day, which is something we really like about it.
We assessed many solutions when looking for a partner to provide our digital data collection/canvassing solution. The Ideal Fundraising solution stood out for many reasons, their experience within the sector, their knowledge of what works and what doesn’t within field-based communications, and the fact the system did not rely on being online, that our fundraisers and supporters would experience the same level of service from the system, with the same level of data security even when out of signal.
The solution continues to provide us with a completely data secure, easy to navigate scalable solution for our fundraising. Managed through the main portal, we are even able to give our charity clients access to allow them to monitor activity on a real time basis.
As one of the UK’s biggest fundraising providers by volume we can’t recommend Ideal Fundraising enough.
Since 2013 we’ve used IFS to process far in excess of 225,000 new members on behalf of our six charity clients. The system is secure, smooth and user-friendly, and hiccups are non-existent. The live reporting is a really useful feature too! IFS certainly comes highly recommended from us.
The security of personal information is also extremely important to us and having IFS really helps us with this. As soon as a lottery member is acquired, their personal information transfers off the tablet and into the secure Hub. Also, if a PDA tablet is lost or stolen it can be locked down in minutes.
We have been with IFS for a couple of years now and now have 6 campaigns up and running which are a mixture of lottery and regular giving campaigns. What we love about the system is that the portal is available on the go.
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