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- Donor Management System
- Get started
Get Donor Management System running in four steps.
Prepare a pilot organization, case and receipt review.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Donor Management System. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Donor Management System in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to set up Donor Management System. Choose the organization and program for your first funding case. Name the case owner, funding reviewer, finance officer and receipt reviewer.
Prepare the first operating cycle
Bring a real request with its subject, due date, requested amount and supporting file. Record the program and owner, then submit the case for review. After the decision, record any award and dated fund events. Prepare a donation receipt only after confirming the linked receipt event, with its parent case and provider reference.
Review before release
Ask the reviewer to find the right case revision and evidence without help. Have finance compare the receipt amount with the fund event, and ask the operations lead to trace a failed operation to its reason. Agree who corrects a returned case before adding the rest of the open work.
Set up Donor Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.