Monthly Archives: September 2008

Greenlights Crossroads Conference

September 29, 2008 – 12:27 pm

Thanks to everyone who stopped by the Donor Tools booth last week at the Greenlights Crossroads Conference! 
I’m so enthusiastic about Donor Tools as a product. We’re off to a great start with some powerful features for small and medium-sized non-profits. Not only that, I’ve just been blown away by the wonderful people and organizations that [...]

By Ryan | Posted in Donor Tools News | Comments

How do I Add and Manage Funds?

September 25, 2008 – 4:08 pm

A Fund is a fundraising category. You can assign a donation to one or more funds, and you can run reports on each fund. 
To add a Fund: 

First, click on the Settings tab, then click on Funds & Goals.
Click on “New Fund”.
Enter the name of the new fund. 
Optionally enter a goal for the fund. 
Check the box [...]

By Ryan | Posted in Donor Tools News | Comments

How do I split a donation between multiple funds?

September 25, 2008 – 4:04 pm

 
When entering a new donation, click “Split” under the “Amount” field. Enter an amount and a fund for each line of the splits. You can add as many splits as you need for each donation. 

By Ryan | Posted in Donor Tools News | Comments

How do I Record a Donation?

September 25, 2008 – 3:56 pm

How do I record a donation?

In the top, left corner of the page, search for a donor’s name in the “Find a Donor” box.
If you need to create a new donor, click on either the Dashboard or the Donor tab, then click on “New Donor” at the left.
Once you’re in the donor’s record, enter a [...]

By Ryan | Posted in Donor Tools News | Tagged , | Comments

At the Greenlights Crossroads Conference

September 25, 2008 – 2:11 pm

I’m here at the Austin Greenlights for NonProfit Success 7th Annual Crossroads Conference. I’m having fun meeting some really interesting non-profit organizations, and even shmoozing with our competitors! If you happen to be here, look us up! 

By Ryan | Posted in Donor Tools News | Comments

New: Online Donations

September 16, 2008 – 10:11 pm

We just rolled out a new feature that we’re really proud of: Online Donations! Now your donors can donate to your organization easily using Donor Tools’ new Online Donations feature!
The great thing about online donations is that funds are transferred immediately via PayPal, and the donation shows up instantly in your Donor Tools account. 
As an [...]

By Ryan | Posted in Donor Tools News | Tagged | Comments

The Donor Tools Family

September 15, 2008 – 6:30 pm

In anticipation of our upcoming grand opening, which we’ll celebrate at the 2008 Greenlights Crossroads Conference for Nonprofit Excellence, we got t-shirts for my whole family. Here’s my wife, Bethany, sporting the Donor Tools colors, and our two daughters, Emma (2 years) and Selah (1 year) lending their cuteness. How could you resist those faces! 
I [...]

By Ryan | Posted in Donor Tools News | Comments