• INTRODUCTION
    • Introduction
  • LICENSE INFORMATION
    • License Information
    • Software Licensing and Evaluation
    • Sending Emails from the Program
  • TECHNICAL SUPPORT
    • Technical Support
    • Screnshots for Tech Support Emails
    • Who Are We?
    • How to Use Help
  • DOCUMENTATION STANDARDS
    • Documentation Standards
  • INSTALLATION INSTRUCTIONS
    • Installation Instructions
    • Running as an Administrator
    • Startup Options
    • Multiple User Options
    • Local Network Versions of DONATION
    • Passwords in the Program
    • Using a Limited User Password
    • Using a Donors Only Password
    • Converting Data from The Church Assistant
    • Converting Data from Membership Plus
    • Converting Data from GiftWorks
    • Converting Data from Roll Call
    • Converting Data from PowerChurch Plus
    • Converting Data from Geminon
    • Converting Data from Other Programs
    • Importing Donors from Excel, Text or CSV Files
    • Importing Donations or Recurring Donations from Excel, Text or CSV Files
    • Importing PAR Donations
    • Importing Vanco Donations
    • Importing Donors and Donations from One File
    • Importing Donors and Donations from CanadaHelps
    • Importing Donors and Donations from PayPal
    • PayPal Direct Import
    • Importing Donors and Donations from Easy Tithe
    • Importing Donors and Donations from QuickBooks
    • Importing Data from Viansoft Church Contribution System
    • Importing all Data from Other Programs
    • Uninstalling DONATION
    • Checking for Updates
    • The Lite Version Limitations Window
    • Lite Version Limitations
    • Running on a Mac
    • Command Line Arguments and Options for DONATION
  • REGULAR OPERATING PROCEDURES
    • The Main Window
    • Regular Operating Procedures
    • Features for Churches
    • Year End Procedures
    • Changing Years in the Database
  • GENERAL INFORMATION ON USING THE PROGRAM
    • General Information on Using the Program
    • Keyboard Shortcuts
    • Calculator for Amounts
    • Testing the Program Out
    • Glossary
  • THE MAIN MENU
    • The Main Menu
    • The File Menu
    • The Maintenance Menu
    • The Letters Menu
    • The Reports Menu
    • The Reports -> Donor Sub-Menu
    • The Reports -> Donation Sub-Menu
    • The Reports -> One Date Donation Sub-Menu
    • The Reports -> Bank Deposits Sub-Menu
    • The Reports -> Pledge Sub-Menu
    • The Reports -> Receipt Sub-Menu
    • The Reports -> Category Sub-Menu
    • The Reports -> Fiscal Year Sub-Menu
    • The Reports -> Administrative Sub-Menu
    • The Receipt Menu
    • The Receipt -> Gift in Kind Receipts Sub-Menu
    • The Database Menu
    • The Backup/Restore Menu
    • The Tools Menu
    • The Help Menu
  • ENTERING AND MAINTAINING DONORS
    • Entering and Maintaining Donors
    • Entering a New Donor
    • Titles in Donor Names
    • Salutations for Donors
    • Finding a Donor
    • Editing a Donor
    • Customer IDs for Donors
    • Deleting a Donor
    • Sending Emails to a Donor
  • ENTERING PLEDGES
    • Pledges in DONATION
    • Editing Multi-Year Pledge Details
    • Editing Single Year Pledge Details
  • ENTERING AND MAINTAINING DONATIONS
    • Entering and Maintaining Donations
    • Entering New Donations
    • Currency and Date Formats in the Program
    • Entering Multiple Donations for One Date
    • Editing a Donation
    • Deleting a Donation
    • Changing the Date of Donations
    • Handling Gifts In Kind
    • Handling Anonymous Donations
    • Recurring Donations
    • Using the Popup Calendar to Enter Dates
  • ABUNDANT ONLINE DONATIONS
    • Overview of Abundant Online Donations
    • Importing Abundant Online Donations
    • Abundant Bank Deposits
  • EDITING CATEGORIES
    • Editing Categories
    • Donation Categories
    • Importing New Categories
    • Imported Category Conversions
    • Donor Categories
    • Donation Paid By Values
    • Groups and Committees
  • RECORDING COMMUNICATIONS WITH DONORS
    • Recording Communications with Donors
  • HANDLING BANK DEPOSITS
    • Configuring Bank Deposits
    • Creating Bank Deposits for Cash and Cheques
    • Creating Bank Deposits for Individual Transactions
    • Counting Cash
    • Importing Bank Deposits into ACCOUNTS
    • Importing Bank Deposits into QuickBooks
  • EDITING GENERAL INFO
    • Editing Organization Info
    • Fiscal Years in DONATION
    • Using Fiscal Year Data Entry and Receipting
    • Editing Main Window Options
    • Editing Receipt Options
    • Configuring Email Sending
    • Gmail Configuration
    • Registering Online
    • Viewing Saved Settings
  • USING REPORTS
    • Viewing and Printing Reports
    • Using the Reports Browser
    • Filtering Reports
    • Filtering Reports (Advanced)
    • Sorting Reports
    • Saving Reports to Files
    • Creating Custom Reports
    • Exporting Data from the Program
    • Saving Reports, Receipts and Letters as PDF Files
    • Memorized Reports
    • Automated Report Running Scripts
    • Loading SQL for Reports
    • Dollar Ranges for Summary Report
  • CREATING MAIL MERGE LETTERS
    • Creating Mail Merge Letters
    • Creating Letters for One Donor
    • Creating Mass Mailings
    • Mail Merge Fields
    • Editing with the Internal Editor
    • Configuring an Alternate HTML Editor
    • Generating Receipts Using Mail Merge
    • Generating Mailing Labels using Mass Mailings
    • Doing Mail Merges using Save As from Reports
    • Backing up and Restoring Letters Files
    • Using Mass Email Services
    • Emailing Donors
  • GENERATING CHARITABLE RECEIPTS
    • Generating Charitable Receipts
    • Generating Duplicate or Corrected Receipts
    • Reprinting Receipts
    • Statements and Receipts
    • Using a Logo or Signature bitmap on your Receipts
    • Generating Bilingual Receipts
    • Generating U.S. Receipts
    • Donations and Receipts with Advantage
    • Generating Filtered Receipts
    • Handling Non-Receiptable Donors and Donations
    • Deleting Receipts
    • Emailing Receipts, Letters and Statements
    • HTML in Emails to Donors
  • PRINTING MAILING LABELS OR ENVELOPES
    • Receipt or Donor Mailing Labels
    • Receipt or Donor Envelopes
  • FILES USED BY THE PROGRAM
    • Files Used by the Program
    • The Data Directory for the Program
  • DATABASE MAINTENANCE
    • Database Maintenance
    • Validating Your Database
    • Deleting Old Data
    • Deleting All Data
    • Deleting the Latest Year's Data
    • Copying Missing Donors
    • Copying Donor Addresses
    • Reassigning Envelope Numbers
    • Splitting Donors
    • Merging Duplicate Donors
    • Merging Duplicate Donation Categories
    • Switching Databases
    • Viewing and Exporting Data with SQL Selects
  • BACKING UP AND RESTORING YOUR DATA
    • Backup and Restore Options
    • Making Data Backups
    • Restoring Backups
    • Emailing Backups
    • Restoring Emailed Backups
    • Making Internet Backups
    • Restoring Internet Backups
    • The Cloud Storage Service
    • Restoring Non-Backup Databases
    • Setting Backup Reminder Frequency and Options
    • Passwords for Email and Internet Backups
    • Internet Backup Security
  • THE REMOTE DATABASE VERSION
    • The Remote Database Version
  • THE ONDEMAND VERSION
    • Overview
    • Differences from Other Versions
    • Login and Initial Setup
    • User Management
    • Security
    • Date Formats
    • Troubleshooting
  • THE ONLINE VERSION
    • Migrating to DONATION Online
    • Migrating Back from DONATION Online
  • REVISION HISTORY AND BUGS / FEATURES
    • Revision History - Latest Version
    • Revision History 2015 to 2018
    • Revision History 2011 to 2014
    • Revision History 2007 to 2010
    • Revision History - Earlier Versions
    • Bugs / Features
  • TECHNICAL INFORMATION
    • Technical Information
    • Referential Integrity
  • HOW DO I?
    • How Do I?
    • Change the Donor of a Donation
    • Fix up Duplicate Donor Names
    • Move the Program from One Computer to Another
    • Reinstalling DONATION
    • Move the OnDemand Version (2)
    • Transfer your Data between Computers
    • Use the Database on a USB Memory Key
    • Determine what Version of DONATION I have