Showing Help Articles in the Managing Donors Category

Using the Registration Form System

The Donor Wrangler registration form system is a powerful tool that helps you not only register attendees for an event, but also collect information that you would normally gather on paper. This article will guide you step by step on ...

Read More
Creating Your Annual Donor List and/or Thank You Letter

Each year we need to create either a donor list for our website, a giving summary thank you letter, or both. This article will explain how you can accomplish this. Creating Your Giving Summary Letter Template First, if you will ...

Read More
Reassign a Donation to a Different Donor Profile

When acknowledging a donor’s gift, it’s important that we are acknowledging the correct person or company. Often times, a donor who owns a business will give to the organization both personally and through their company. But what if we enter ...

Read More
Using Donor and Donation Presets

There are times when you wish to input a large amount of data. It may be because of gifts all received on the same day (such as at an event) or entering new donors who attended an event and gave ...

Read More
Utilizing Tags for Donors

Tags are another way of categorizing and grouping your donors in ways that the normal Donor Type, Donor Source, Donor Contact Type, etc. fields cannot. Tags can be viewed, created, and permanently deleted via theĀ OptionsĀ page as shown below: However, for ...

Read More
Merging Duplicate Donor Profiles

At times, you may accidentally come across duplicate donor profiles. Duplicates can be created in a few different ways: Data imported from a previous system may have already had the duplicates in it The system searches for a donor based ...

Read More
  • Page
  • 1
  • of
  • 7
Website created with by CodeChameleon