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mail merge
10/5/2007 11:05:54 AM
(Total replies: 1)
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| I'm trying to create a letter using mail merge. I need to create a new report to do it, or export a list of addresses to Excel. I can't seem to find a way to do either function! Could anyone walk me through this process? Thanks! |
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Report - Donations over $500
5/18/2005 2:26:36 PM
(Total replies: 1)
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| Hi Brian,
Our accountant has to give a list of checks received over the amount of $500 for tax purposes. I know that the top donors report can give you the top 100 donations, but is it possible to specify a dollar amount instead or in addition to the number of donations that you want shown in the report? |
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Donor Tracking
5/21/2007 11:02:58 AM
(Total replies: 1)
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| We have been going through a fundraiser analysis program by Life Stewards and several of their questions have required some way to filter the donor report by the number of times per year a donor has given. This is also becoming more necessary for discovering our most consistent donors verses just a donor group filtered by $ amount or percentage. We were wondering if you could include this option so we can look up who gives the largest 1 time gifts, who gives 2 or more times a year, etc... ... |
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Re: Donor Tracking
6/4/2007 4:54:01 PM
(Total replies: 1)
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| I have found them to be helpful in many areas but the information that has been asked of us had required knowing the number of times a donor donates per a specific time period like one year , not the $ amount. I realize there is a column in the donor report that says how many donations a donor has given but that is a secondary function and time consuming to sort though by hand. I was able to export the reports to an excel page and sort data by the "# of donations column" but it would be ... |
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Tracking one time gifts
3/6/2007 12:40:04 PM
(Total replies: 1)
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| I am new to this system and am being asked to track # of donors giving partivular amounts in a ONE TIME gift over a years worth of time. How can I collect this information simply from Centerpiece. I haven't noticed a way to specify if a gift was a "one time" gift verses an accrual of a particular amount.
Thank you
Lisa Ames
Brandon Care Pregnancy Center |
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difficulty printing receipt
1/19/2007 10:05:41 AM
(Total replies: 1)
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| I need to print a few donor receipts, one at a time but am having difficulty. I type in the donor name in the Reports section and the database recognizes it but when I run report the page that comes up is blank, no name, no receipt letter,etc... I tried to run a report on every one and then just find the name and print it but I couldn't figure out the actual page number of the name or get the print selection to include the choice "print current page" - What is the easiest way to print one ... |
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Consolidating donors
12/7/2005 3:54:37 PM
(Total replies: 1)
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| Hi Brian,
In trying to consolidate our donors list today after our Christmas mailing, I accidentally deleted a donor that had a history of donations. Luckily, I had our old software to go back to to look up the information. I also used the statistics report to get yesterday's data to find the missing amount. Had I realized it by tomorrow morning, the statistics report would have already been updated and my mistake would not have been able to be corrected.
Is there any way that a user can ... |
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Re: Consolidating donors and/or clients, search by address
11/15/2006 2:08:50 PM
(Total replies: 1)
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| Hi Sarah,
Two big benefits in donor management would be to add:
searching by address - to prevent unnecessary duplicates - ie husband, wife, child at same address.
on donor search screen: instead of showing birthdate, show spouse since we never know the donors birthdate. Birthdate makes sense in client management, but not in donor management. Spouse would help prevent duplicates.
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