Features | MyDonation.io

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Automated e-Transfer Processing

The only platform that fully automates Interac e-Transfer processing for nonprofits. Our AI reads donor messages, matches to the correct designation, and sends receipts — all without human intervention.

IMAP inbox monitoring with configurable run intervals
Automatic parsing of amount, sender, reference, and message
AI-powered designation matching using Meta-Llama-3
AI campaign and pledge matching from donor messages
Fuzzy name matching to find or create donor records
Duplicate detection via IMAP UID, message ID, and reference number
Automatic receipt emails for auto-deposited transfers
Support for organization's own email or MyDonation.io centralized email

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Recurring Donation Management

Set up and manage automated recurring donations with flexible scheduling. Plans are processed automatically via background scheduler — no manual intervention needed.

Flexible frequencies: daily, weekly, bi-weekly, monthly, quarterly, annually
Configurable occurrence limits (or unlimited)
Per-division scheduler configuration with specific run times
Automatic batch creation from due recurring plans
Link to saved credit cards or bank accounts
Campaign and pledge linkage per recurring plan
Donor self-service setup from the public donation page

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🧾

CRA-Compliant Tax Receipts

Generate professional tax receipts that meet Canada Revenue Agency requirements. Track eligible and non-eligible amounts with precision.

Per-designation tax eligibility flag (issuereceipt)
Configurable non-eligible percentage and fixed amounts
Automatic charity registration number on receipts
Receipt amount calculation (donation minus non-eligible portion)
Email delivery with PDF-ready formatting
Donor portal access to all tax-eligible donations
Receipt notes for custom messaging

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🎯

Campaign & Pledge Management

Create fundraising campaigns with goals, track progress in real-time, and collect pledges via QR codes at events.

Campaign creation with title, description, goal, and deadline
Real-time raised amount tracking as donations come in
Visual progress bars on the campaign pipeline dashboard
QR code generation for each campaign linking to public pledge page
AI-powered pledge matching from incoming donations
Predefined amount buttons per campaign for tablet POS
Campaign status management (active, completed, paused)

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🏦

Batch Payment Processing

Process multiple payments efficiently with scheduled batch operations. Ideal for recurring donations and bulk payment processing.

Automatic batch creation from recurring donation plans
Per-division configurable batch processing schedule
Success and failure tracking per batch item
Automatic retry for failed items
Detailed processing logs with timestamps
Receipt sending for successful batch items

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📱

Tablet Point-of-Sale

A touch-friendly donation interface designed for tablets at events, galas, and in-person giving. Large buttons, quick flow, thermal receipts.

Large touch-friendly amount buttons ($25, $50, $100, $250, $500, $1,000)
Campaign selection with large visual buttons
Anonymous donations or optional donor details
5% processing fee option
Finix.js secure card entry (tap/insert/swipe)
Thermal receipt display for printing
Quick reset for next donor

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💳

Physical Terminal Integration

Integrate with PAX payment terminals for in-person card payments. Support for A800, A920 Pro, IM30, and D135 models.

Register and manage multiple PAX terminals per division
Real-time connection status monitoring
Simple amount entry with charge button
Shows card brand, last 4 digits, and entry mode on result
Cancel in-progress transactions
Transaction ID tracking for reconciliation

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👥

Donor Self-Service Portal

Give donors 24/7 access to their giving history, tax receipts, and payment methods — without contacting your office.

Passwordless login via email OTP code
Dashboard with total donated, transaction count, last donation date
Full transaction history with designation breakdown
Tax receipts tab showing all eligible donations
Saved payment methods with expiry tracking
Add or update credit cards via PCI-compliant Finix.js
Multi-org support for donors giving to multiple organizations

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📊

Reports & Analytics

Comprehensive reporting to track your organization's financial health, campaign performance, and donor engagement.

Gross revenue with month-over-month trend
Campaign pipeline dashboard with goal vs. raised progress
Recurring revenue report grouped by designation
Pledge velocity tracking (% fulfilled)
Audit log with timestamped activity tracking
Scheduler logs for background job monitoring

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🏢

Multi-Organization & Multi-Division

True multi-tenant architecture. Serve multiple organizations from one installation, each with unlimited divisions, users, and data isolation.

Complete data isolation between organizations
Unlimited divisions per organization (branches, campuses, locations)
Per-division e-Transfer email, bank account, and merchant ID
Role-based access control per org and division
Smart auto-selection for single org/division users
Self-service signup with automatic org code generation

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🎓

School Management Module

An integrated school administration system with student enrollment, attendance tracking, fee management, and AI-powered document processing.

Student and teacher management with party linkage
Faculty, course, and class management
AI-powered enrollment from document uploads (license, birth certificate, void cheque)
Daily attendance tracking per class
Fee groups, schedules, and invoice generation
Student discount rules with approval workflows

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Powerful Features for Nonprofits