Discover IdealFundraising

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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.


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.


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.


We use secure file transfer protocol (SFTP) to send your personal sensitive data to your customers.


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.

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.


What we do for all people

Complete fundraising solution | Idealfundraising
Full Training
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.

IT and Venues Director,
We assessed many solutions when looking for a partner to provide our digital data collection/canvassing solution. The Ideal Fundraising solution stood out for many reasons, their experience within the sector, their knowledge of what works and what doesn’t within field-based communications, and the fact the system did not rely on being online, that our fundraisers and supporters would experience the same level of service from the system, with the same level of data security even when out of signal. The solution continues to provide us with a completely data secure, easy to navigate scalable solution for our fundraising. Managed through the main portal, we are even able to give our charity clients access to allow them to monitor activity on a real time basis. As one of the UK’s biggest fundraising providers by volume we can’t recommend Ideal Fundraising enough. Ideal Fundraising | Charity fundraising solution
Compnay Director,

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.

Compliance Manager,

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.

Managing Director of SEC Fundraising,

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.

Managing Director of Increase Sales Solutions,