Discover IdealFundraising
Venue Bookings
You can record all the paid and non paid booking so later you can analyse results
Building Teams
You can build teams dynamically as you go or set specific shifts for a private venue
Booking Planner
This shows a calendar that shows all your future venue bookings and allows you to quickly add fundraiser shifts using point and click
Mapping Fundraisers
You can see where all your fundraisers are right now or where they have been at any point in the day.
Creating Callsets
Import lists of potential donors into Ideal Fundraising and create dedicated , fully scripted, telemarketing campaigns. Alternatively, use the system to upsell to existing donors, or re contact donors who used to support, but have since cancelled. Miss no opportunities!
Building Doorsets
You can use a map to easily select a number of streets and build a 10,000 doorset in seconds.
Fundraiser Training
You can send memos directly to your fundraisers tablet to inform them to visit the media library where they can access training material through PDF’s and HD Video’s as you require.
Building Campaigns
You can create unlimited campaigns ready to be sent to your fundraising teams' tablet.
HD Media Playback
Any HD promotional video can be uploaded and automatically sent to the tablet to allow realtime playback.
Digital Confirmation
You can decide to give the donor the ability to enter bank details or card details on their own device.
Social Distancing
The system supports social distancing measures and gives the more vulnerable donors the peace of mind that you are keeping them safe.
Direct Debits
During the signup process we support Direct Debit for all type of fundraising.
Recurring Card Payments
Add recurring card payments for any campaign.
SMS Notifications
For each sign up that is obtained, you can set up SMS messages to be sent to your donors to thank them for their support
Email Notifications
For each signup that is sent you can setup an Email with personalisation (merge fields) to be sent to the donor to thank them for their support.
Advanced Notice Letters
Send advanced notice letters, automatically, by email, to your donors.
Salesforce Integration
If you require your CRM to send emails rather than your own mail server you can direct email through Salesforce.
Fundraiser Incentives
You can setup specific rewards if your fundraisers hit specific targets.
Donors and Members
Signup Approval
Each signup can be directed for approval to make sure you protect the vulnerable.
Fraud Protection
Make sure you get notified immediately when the system detects fraudulent activity.
Welcome Calls
Set whether a campaign requires an admin user to ring and welcome the new donor aboard.
Door Set Manager
See real-time door outcomes and door set statistics and use this data to increase the success of your door to door fundraising efforts.
Payroll & Commissions
The system records hours worked and number of signups made to work out pay and commission for your fundraisers.
Telemarketing
You can create campaigns specifically for fundraisers to use the tablet to call donors using a clever scripting front end.
Export Definitions
For each campaign that you create, you can set up an export schedule to automatically send all captured signups by SFTP to your customers or third party providers as per your requirements.
Notifications
The system will send notifications to you and your customer or third party provider, stating that the export was sent successfully, helping to give you peace of mind.
Secondary Exports
The system allows you to send other information in addition to signups, such as working times, session times, signatures etc.
Security
We use secure file transfer protocol (SFTP) to send your personal sensitive data to your customers.
GDPR Safe
All your data is stored and protected based on the GDPR guidelines so you are able to sleep well at night.
Ideal Fundraising API
If you want to pull the signups or interact with our portal to create private venues you can do this via our Ideal Fundraising API.
Reporting
Realtime Dashboard
Ideal Fundraising provides a dashboard on your Portal that can be readily accessible from a PC, Apple computer as well as a tablet or phone and will give you real time information about your fundraising efforts.
Custom Reports
If you require a specific report for you organisation this can be added easily as a custom report into the menu system on the portal.
Standard Reports
The system comes as standard with a whole range of reports including important KPI (Key Performance Indicator) reports.
Export to Excel
All reports allow you to export our data to Excel such that you can make graphs or pivot tables.
Full Training
Secure
Door-to-Door Module
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.
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.
Unit 7, Harvard Way,Kimbolton,
Huntingdon
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