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Joined: 04-19-2005 12:01 PM
Last Login: 06-04-2007 04:46 PM
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 Post Statistics
dgentile has contributed to 98 out of 7,603 total posts (1.29% of total).
Most Recent Posts:
mail merge 10/5/2007 11:05:54 AM   (Total replies: 1)
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!

Report - Donations over $500 5/18/2005 2:26:36 PM   (Total replies: 1)
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?

Donor Tracking 5/21/2007 11:02:58 AM   (Total replies: 1)
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... ...

Re: Donor Tracking 6/4/2007 4:54:01 PM   (Total replies: 1)
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 ...

Tracking one time gifts 3/6/2007 12:40:04 PM   (Total replies: 1)
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

difficulty printing receipt 1/19/2007 10:05:41 AM   (Total replies: 1)
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 ...

Re: Consolidating donors and/or clients, search by address 12/24/2006 12:21:05 PM   (Total replies: 1)
Brian, Thanks - I know the CPC will appreciate these changes in donor management. It's been a pleasure working with you. Have a very Merry Christmas and a Happy New Year!

Consolidating donors 12/7/2005 3:54:37 PM   (Total replies: 1)
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 ...

Re: Consolidating donors and/or clients, search by address 11/15/2006 2:08:50 PM   (Total replies: 1)
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.

Re: Consolidating donors and/or clients, search by address 7/13/2006 11:21:08 AM   (Total replies: 1)
Thank you for the functionality that does not allow us to delete a donor with other records attached ... this has been really helpful! When we find duplicate donors, where information is under both names and we want to consolidate, it would be really helpful if we could move all records attached to Donor New to Donor Old and then delete Donor New. This is the same for clients also. Right now, I have to manually input the information under Donor Old, delete it from Donor New, and when all has ...

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