December 31, 2008 – 5:50 pm
Now that you’ve got all your donors and donations safely in Donor Tools, how do you get your year-end reports out? Happily, there are several ways to provide year-end reports to your donors.
Donor Self-Service ™
The easiest way to provide year-end reports is with Donor Self Service. With Donor Self Service, you can invite your donors to download their [...]
December 10, 2008 – 11:01 am
Accountability is really important to non-profit organizations; especially small organizations that may not have the personnel or policies in place to protect themselves from liability. How can Donor Tools help? Enter Audit History.
Audit History is basically a permanent record of everything that happens in your Donor Tools account. Every time you add a donation, update [...]
November 21, 2008 – 9:54 pm
Have two records for the same donor? Or maybe someone signed up for Donor Self Service, but you ended up with a duplicate record for them?
No problem. Just merge them together. Two records will become one, and all the donations, names, addresses, notes, etc. will be merged into one donor record.
Here’s how it works.
First, search [...]
October 16, 2008 – 12:37 pm
UPDATE: The backup feature has been improved, so this post is outdated. See the new post here: http://blog.donortools.com/2008/11/15/backup-improved-feature/
No matter what you do with data, it’s important to have backups. At Donor Tools, we have a backup system in place that would let us restore the entire system in the event of a failure.
But don’t just take [...]
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 [...]
With Donor Tools, every page prints out as a beautifully formatted report. No need to do anything - just hit the “Print” button in your browser (or go to the File menu and choose Print). That’s why there’s no “Reports” feature in Donor Tools. Every page is a report - just print it out!
When you’re getting started with a new donor database, one of the first questions you’ll want to ask is how easy it is to get your existing data into the new program. Everybody has at least a few donors already, right? And some have lots and lots of donors - too many to type in by [...]
Donor Tools allows you to set up as many users as you need to help you manage your non-profit. (Users are people within your organization who use Donor Tools - they have access to the back-end, where you keep your data.)
Since Donor Tools is web-based, your users can access your Donor Tools account from anywhere [...]
One of the things that we wanted to accomplish with Donor Tools was to provide workflows that help you get closer to your donors while still working efficiently. So we’ve made it really easy to enter a lot of donations very quickly while still giving each donor individual attention. The process goes something like [...]
