Build stronger donor relationships and simplify donation management
Smart Source DMS is a cloud-based donor and donation management solution developed for Singapore charities and social service agencies. Centralise donor information, automate donation workflows, issue receipts, manage campaigns and submit eligible donation records to IRAS from one integrated platform.
- Built on Microsoft Power Platform
- IRAS Donation API integration
- One-time and recurring donations
- Donor self-service portal
NCSS Pre-Approved Solution
Smart Source DMS is available as a pre-approved Donor Management Solution for eligible Social Service Agencies seeking to digitalise donor and donation operations.
One platform for your complete donation lifecycle
Replace spreadsheets, disconnected donation records and repetitive administrative work with an integrated donor management platform. Smart Source DMS provides a 360-degree donor profile together with donation processing, campaign management, engagement history, reporting and regulatory submission capabilities.
- Maintain unified profiles for individuals, organisations, foundations, trusts and anonymous donors.
- Track cash, cheque, PayNow, card, recurring and in-kind donations.
- Generate tax-deductible and non-tax-deductible receipts.
- Automate acknowledgements, reminders and donor communications.
- Analyse donor activity, campaign performance and donation trends.
Accelerate digital adoption with NCSS support
Smart Source DMS is offered under the NCSS pre-approved Donor Management Solution category. Eligible Social Service Agencies may apply for co-funding under the prevailing Transformation Sustainability Scheme terms.
Our team can assist with solution scoping, package selection, quotation preparation, implementation planning, data migration, training and post-implementation support.
Funding eligibility, support levels and caps are determined by NCSS and may change. Approval is subject to the agency satisfying the prevailing scheme requirements. Please refer to the official NCSS website for current terms.
Everything needed to manage donors and donations
Smart Source DMS connects donor records, donations, campaigns, receipts, communications, analytics and integrations within a secure cloud platform.
360-Degree Donor Profiles
View donor information, donation history, communication preferences, activities, receipts, recurring donations and engagement records from a unified profile.
Donation Management
Record and manage cash, cheque, credit card, PayNow, online, recurring and in-kind donations with appropriate campaign, fund and donor allocation.
Receipts and Acknowledgements
Automatically generate and email tax-deductible receipts, non-tax-deductible receipts, thank-you letters and other documents using configurable templates.
IRAS Donation API
Prepare, validate and submit eligible tax-deductible donation records to IRAS through the integrated Donation API workflow.
Online and Recurring Giving
Connect donation forms and campaign microsites to supported payment gateways for one-time and recurring donation collection.
Campaign Management
Create campaigns, associate incoming donations, monitor fundraising progress and analyse campaign performance from dashboards and reports.
Donation Platform Imports
Import donation records from Giving.sg, Give.Asia, Deeda.Care, bank statements and other sources using configurable CSV or Excel templates.
Dashboards and Analytics
Monitor donor acquisition, retention, giving trends, fundraising results, recurring donations and campaign performance using interactive dashboards.
Security and Audit Trail
Control access through user roles and Microsoft Entra ID, while maintaining a traceable history of important data and record changes.
Donor Self-Service Portal
Give donors convenient online access to relevant services without increasing your administrative workload.
- Update personal and contact information
- View donation history
- Download available tax-deductible receipts
- Make online and in-kind donations
- Set up recurring donations
- View campaigns and fundraising events
Integrations and Data Exchange
Connect the DMS with the services your organisation already uses through APIs, automated workflows and structured imports.
- IRAS Donation API
- Singpass and Myinfo, where applicable
- NRIC, FIN and UEN validation workflows
- Stripe and supported payment gateways
- Microsoft 365 and email communications
- Giving.sg and other donation platform imports
- Excel, CSV and authorised REST API access
Secure, scalable and ready for future expansion
Smart Source DMS is built using Microsoft Power Platform and Dataverse. It combines role-based business applications, workflow automation, reporting and secure cloud data management within a modular architecture.
- Microsoft Power Apps for operational applications
- Power Automate for approvals and workflow automation
- Dataverse as the centralised data repository
- Power BI-compatible dashboards and analytics
- Microsoft Entra ID authentication and access control
- Responsive access through supported web browsers
A structured path from requirements to go-live
Our implementation approach covers configuration, integration, migration, testing, training and post-deployment support.
Discover
Review current donor processes, data sources, integrations, reports and operational requirements.
Configure
Configure the approved package, user roles, templates, workflows, dashboards and required integrations.
Migrate and Test
Prepare and migrate agreed data, complete system testing and conduct user acceptance testing.
Train and Go Live
Train users and administrators, deploy the production solution and provide post-go-live support.
Ready to modernise your donor management operations?
Speak with our nonprofit solutions team about your requirements, NCSS pre-approved package options, implementation scope and integration needs.
Book a Free Consultation