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 [...]
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 [...]
November 15, 2008 – 7:19 pm
We’ve had a backup feature, which lets you download a copy of your entire Donor Tools database, for a while now. But as we’ve grown, and as you’ve grown, some folks have had trouble downloading their backup files. Basically, if you have more than a few thousand records in your database, it can take a [...]
November 13, 2008 – 9:43 am
“Donors” in Donor Tools can represent all kinds of people who your organization works with - volunteers, board members, prospects, and of course, donors. In short, your constituents.
If you’re adding a large number of donors, and you have a CSV (comma-separated values) file, your best bet is to import your database.
Here’s how to add a new Donor [...]
November 6, 2008 – 6:01 pm
update: View it on viddler or download the high-quality Quicktime version
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UPDATE: The backup feature has been improved, so this post is outdated.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 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 [...]
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.
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 [...]
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 [...]
