Donor record
Stays on record.
Star category
Charity: for associations and foundations
In charities, donor records, campaigns and thank-you letters are central. The relationship with donors is personalised.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Knowing donors helps donations grow
The campaign each donation came from and donor history are recorded; regular donors and those who have not given for a long time are listed separately. Thank-you messages are personalised and the annual summary is sent on time.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Swiss specifics
Donor data is sensitive; contact consent, tax receipts and confidentiality rules are the organisation’s responsibility.
Frequently asked questions
Are anonymous donations recorded?
Yes; an anonymous donation is marked separately and no personal data is kept.
Related topics
Donations
When a donation arrives a donor record is created, a thank-you goes out and a donation receipt is prepared.
Learn moreMember communication
Announcements, newsletters and reminders go out by member group; members receive them in their preferred channel and language.
Learn moreDocument archive
Statutes, minutes, contracts and reports sit in an orderly archive by permission.
Learn more