Donor Information:

• find any donor by:
  • first name or surname
  • donor number
  • church envelope #
  • mailbox #   <-- NEW!
  • street
  • postal/zip code
  • phone number
  • email address   <-- NEW!
  • tax receipt number
• you can enter characters   <-- NEW!
  in non-Latin languages. For example, Chinese and Korean. You can enter them in any text field.
• records up to four (4) telephone numbers (home, work, cell and FAX) and three (3) email addresses (home, work and another) for each donor
• records each donor's birthday. When entering a birthday the year can be given or omitted. For example if a donor was born on Mar 25, 1975 you can enter it as Mar 25 or Mar 25, 1975.
• prints a list of those whose birthday is coming up soon
• records a membership   <-- NEW!
  expiry date for charities
• membership expiry date   <-- NEW!
  will be automatically updated when membership fee is received.
• keeps track of when and   <-- NEW!
  how a donor becomes or ceases to be a member
• checks for duplicate names when adding a new donor
• will check for duplicate donors by looking for either:
  • a similar full name, same street, postal/zip code (similar first names will match, such as Robert & Bob or Susan & Sue)
  • the same last name, street, postal/zip code or
  • the same street and postal/zip code
• keeps track of up to sixty (60) customizable donor types or donor characteristics
  For example you could set up the following characteristics:
  • married
  • single
  • child
  • widowed
  • Sunday School Teacher
  • Elder
  • Deacon
  • Usher
  • Pastor
  • Small Group Leader
  • Building Committee
  • Missions Committee
  • Choir
  • plays piano
  • plays guitar
  • helps with Alpha
  • Alpha participant
  You would check off the characteristics that apply to each person and run reports for people with certain characteristics.
• a characteristic for a donor can be automatically selected or un-selected when certain events happen. This can then be used to print a letter for that donor. These are the events that you can pick:
  • the donor is added
  • the donor starts using numbered envelopes
  • the member expiry date changes (used by charities only)
  • the donor starts using pre-authorized deposits (P.A.D.)
  • the donor makes their first donation
  • the donor type changes. (eg: the donor becomes a member)
  • the donor is exported
  • the donor is imported
• gives you the option of entering donors without an address

Donor Relationships:

• record different kinds of relationships between donors, such as:
  1. Family relationships (parent/child, husband/wife)
  2. Someone is sponsoring someone else.
  3. One person is praying for someone.
  4. A person is in authority over another (eg: elder, small group leader, manager)
• group all the members of a family together with one of the parents
• keep track of anniversaries
• print labels or letters for anyone whose birthday or anniversary is coming up soon
• print labels or letters for a person who is being sponsored by a donor

Reassigning Church Envelope Numbers:

• church envelope numbers are reassigned in a variety of ways according to your instructions
• keeps track of the envelope number used in the current and previous year after they are reassigned
• donors can be sorted by name or envelope number before re-assigning envelope numbers
• when donors are sorted by name before re-assigning, you have the option of leaving some unused numbers between each letter of the alphabet
• envelope numbers can be manually re-assigned
• prints labels for church envelope boxes, sorted by envelope number, name or mailbox#

Donations:

• dates can be selected <-- NEW!
  on a calendar
• dates can be entered as mm/dd/yy <-- NEW!
  or dd/mm/yy or using the month name
• the text and boxes on the <-- NEW!
  donation entry window can be made bigger so they are easier to see
• enter all the donations received on one date or enter all the donations for one donor on several different dates
• when entering donations, finds donors by name or church envelope number
• when entering donations, sorts donors by name, by church envelope number or by the order in which they were entered
• after entering donations on a given date in any order, they can be shown to you in the same order you entered them in, so you can check them
• records several donations by a donor on the same date
• churches can record which service or event a person donated at. Ministries and charities can record which mailing or event a person is responding to. (ie. source codes)
• records loose offerings/loose change
• gives you the option of indicating how a donation was made: by credit card, debit card, cash, coin, pre-authorized deposits (electronic fund transfers - EFT) or check (including a check number of up to 10 digits)
• can indicate how many of each bill/coin size was received
• payment method can be setup to default to the one used most often
• enables you to pick your own shortcut keys to enter the payment method
• you can add your own customized payment methods
• a payment method can be <-- NEW!
  non-receiptable if you receive donations through any organization which issues their own tax receipts for those donations
• records donations in which the donor received something in return for their donation (split receipts)
• records post-dated checks
• records a note or description with each donation
• adds or updates donor information while you are entering donations
• keeps track of up to two hundred (200) donation categories or designations (this will be increased free of charge if you need more)
• each category can be receiptable or non-receiptable
• a category can be hidden <-- NEW!
  from donors (ie. it will not be shown on tax receipts, quarterly statments or mailings) This is useful for keeping track of credit card or PayPal fees.
• each category can be divided into several sub-categories
• records what currency foreign donors donated with

Pre-authorized Deposits (EFT):

• automatically enters pre-authorized deposits (EFTs) on the day of the month or week that the donor chooses
• pre-authorized deposits can be monthly, bi-monthly, bi-weekly or weekly

Pledges:

• records the length of each pledge and how often each donor promises to give, for example a three year pledge to be given quarterly
• a pledged amount is to be given annually, semi-annually, quarterly, monthly,
  weekly or twice a month. (This frequency can also be a multiple of a month or a week.)
• on tax receipts shows the amount pledged as well as the actual amount given
• on quarterly statements shows the amount pledged, the actual amount given and how much is needed to fulfill the pledge
• most reports have the option of selecting any combination of:
  
  • donors who gave and pledged
  • donors who gave but did not pledge
  • donors who did not give but pledged
  • donors who neither gave nor pledged
  Or one of:
  • donors who fall short on their pledges
  • donors who fullfilled their pledges
• mail (or email) a reminder letter to donors who fall short on their pledges
• mail (or email) a Thank You letter to donors who fulfilled their pledges
• reports and windows can use another word to indicate a pledge. For example: promise, committment or estimated giving.
• customized reports can include a pledge reminder chart which shows how much they:
  • pledged per year, month, week, etc.
  • should have given from the start of the pledge
  • need to give to fulfill their pledge
  • pledged for the entire pledge period
  • need to give to fulfill the entire pledge

Tax Receipts:

• tracks non-receiptable (non tax deductible) donation categories
• gives you a choice of yearly receipts or 1 receipt per donation
• prints on standard letter size paper or pre-printed forms
• you may omit tax receipts for small amounts (eg. do a receipt only for
  donations of $10 or more)
• shows the name and title of authorized signature
• if a husband and wife   <-- NEW!
  are entered as separate donors, their donations can be combined onto one tax receipt.
  (requires the "Relationships/Families" module.)
• shows the currency used by a foreign donor
• gives you a choice of built-in receipts with a variety of options or a customized receipt.
• prints a "Receipt Summary" which shows each donor's name, with or without an address, receipt number and total donated
• you can view the details of any receipt you have issued
• prints a statement for donors that are themselves a charity (ie. they don't get tax receipts)
• some donors can be setup <-- NEW!
  to not get tax receipts
• works with any taxation year-end
  (for example: Australia's taxation year end is June 30th)
• show the name and website of the Canada Revenue Agency on Canadian receipts. This requirement became effective Jan 1, 2005.
  (You can find out more at the Canadian Council of Christian Charities.
  Or go to this page at the CRA website.)

Tax Receipt Options:

• optionally have a cutoff section on the receipt which shows any of the following:
  -donations per quarter and per category
  -list of all donations
  -list of donations
• optionally shows the donor number or envelope number (in Canada it would be shown in addition to a receipt number which is required)
• can be setup to print several copies of the same tax receipt per page or several different tax receipts per page
• can print the organization's logo whereever you want it on the receipt
• can print a message on the tax receipts
• can print a signature which you have previously scanned in
• in addition to the above options which are available on the built-in receipts, you can design your own receipts so that they can:
  a) have items placed wherever you want
  b) include any graphics file
  c) have a personalized letter of any length
  d) have different font styles, sizes
      and colors
  e) include any field from the donor
      database
  f) be personalized for different donor types,
      donor characteristics, payment
      methods, etc.
• free setup of one customized letter, email or receipt - just email us a sample (additional ones will be charged a small setup fee)

"Gift-in-Kind" Receipts:

• "Gift in Kind" tax receipts can have a blank line for the donor to estimate the value
• "Gift in Kind" tax receipts can have zero value on the tax receipt and still count toward fulfilling a pledge
• "Gift in Kind" receipts can be customized

Reports:

• 'donations by date' report shows the donations received and/or pledges for a date range, grouped by day, week, month, quarter or year
• 'donations by donor' report shows each donor and how much they gave during a date range.
  The donors can be sorted by:
  • name
  • envelope #
  • the amount they donated
  • the order in which you entered the donations
  • the receipt # for one-time donations
  • the type of donor
  • the characteristic of the donor (donors can be grouped by gender when a donor characteristic identifies gender)
  • the frequency in which they are paying off their pledges
  • age and age range
• The settings for a report can be <-- NEW!
  memorized, so you do not have to reselect your choices.
• prints a donor list
• prints a report of donors with a birthday in a given range. For example, to show all donors with a birthday in March you would enter a range of Mar 1 to Mar 31.
• prints a church directory (without photos) on both sides of standard 8.5" x 11" paper. The sheets are then stapled together to make a booklet that is 5.5" x 8.5". Each page is numbered with your choice of headings. You can also have several sections with different types of donors in each section.
• on church directory you choose which phone numbers and/or email addresses to show
• prints a bank deposit which shows the total coin, cash and checks being deposited. Also includes a list of the checks and/or other payment methods
• you can have a different bank <-- NEW!
  deposit for each service or event.
• prints quarterly statements for each donor, in one of two formats:
  a) a summary of donations by quarter and category, similar to the bottom half of a tax receipt or
  b) a summary of donations showing each donation in the last quarter and the previous quarters showing only a total for each quarter
• prints donation statements for each donor, showing each donation for this year

Report Options:

• dates for a report can be <-- NEW!
  selected on a calendar
• dates can be entered as mm/dd/yy <-- NEW!
  or dd/mm/yy or using the month name
• reports can be customized by putting any of the following at the top or bottom of each page:
  • today's date
  • current time
  • page #
  • church/organization's name
  • church/organization's address
  • a comment or any text
  • a logo or image
• reports show donation categories in columns, rows or in the middle of the page
• the order of categories on reports can be re-arranged as needed
• create customized reports by including only certain donors, based on their:
  • donor type
  • donor characteristics
  • the method of payment for the donation
  • why, when or where they donated (ie. source code)
• reports can be saved to a file for customizing
• works with any fiscal year-end
• reports can default to start on <-- NEW!
  Jan 1st or start of fiscal year

Mailings:

• keep in contact with your donors by sending them personalized letters, emails and text messages
• add file attachments to emails
• send html emails with graphics and sound
• sends text messages to <-- NEW!
  cell phones
• free setup of one personalized letter, email or text message - just email us a sample (you should be able to setup additional ones on your own) If you want us to setup the additional ones there will be a small setup fee.
• prints labels or envelopes for mailings (envelopes can have your organization's name pre-printed on it or Donarius^® can print it for you.)
• prints on any size label sheet or envelope
• re-uses partially used label sheets, starting at the bottom of the sheet so it will not get stuck in your printer
• finds donors who have not given for a certain period of time, so you can send them a reminder letter/email
• do a mailing to a certain province/state or a postal/zip code range
• do a mailing for people having a birthday or anniversary
• do a mailing for people whose membership or credit card expires soon
• do a mailing for people who gave a certain amount. The amount can be the total given during a time period, a single donation or an amount pledged per year.
• gives you the option of sorting by country then postal/zip code or country then province/state
• counts how many items are going to each unique first part of a postal/zip code or each province/state
• organizations in the USA can put a POSTNET barcode on labels and/or envelopes and so pay less for their postage

Security:

• has two access levels: one for full access and one for limited access (for example, used by tellers, counters or church secretary)
• you indicate whether tellers are allowed or not allowed to know who an envelope number belongs to
• you indicate whether tellers are allowed to enter new donors and view or edit donor information
• tellers are never allowed to see the total donated or the receipt number
• tellers can be limited in terms of how far back they can edit donations
• you specify what kinds of reports tellers are allowed to view and how far back they can view them
• can be setup for someone <-- NEW!
  to view/edit only donor information not any donations. For example, this could be used by the church secretary.
• you indicate whether tellers may add or edit donation category names
• gives you the option of 2, 3 or 4 signature lines on the bottom of teller reports
• enables you to start Donarius^® without having to enter a password if you don't have any concerns about unauthorized persons using it

Other:

• works over a network for one user at a time
• automatically backs up data files to a diskette, memory stick, ZIP drive,
  CD-RW or CD-R (backup to a CD-RW or CD-R, using Donarius, may require an add-on from the company that developed your CD burner software)
• backups can be to any folder on your computer
• backup folders can have the date of the backup as part of the name
• backup only the years of data that you want to
• you have the option of deleting old data to save space on your hard drive
• data can be restored from any drive or folder
• add new donors and new donations entered on a second computer to your data
• view/print reports using data on a backup disk without copying it to your hard drive
• the default printer can be <-- NEW!
  different from the Windows default printer
• imports donors and donations from:
  -delimited text files
  -files exported from Membership +
  -Microsoft Access
  -Microsoft Excel
  -Quickbooks
  -M.Y.O.B.
  -Simply Accounting
• donors and donations can be imported from a report (in a text file) that lists each donor's donations.
• free importing of your data if you don't want to do it yourself
• exports donors and donations to delimited text files, to be used for mail-merges, transferring info to spreadsheets, selective backups and much more
• choose separate colors for window background and controls (edit, combo and list boxes)
• runs on Windows NT, 2000, XP, Vista or 7. Also runs on Linux or Mac with an emulator. (An older version that runs on Windows 95, 98 or ME is still available.)