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List of Major Improvements to
Donarius® Church Management Software
(Also known as Donation Tracking Software or
Donor Management Software)
 
Version #
Date
Description
3.53
June 4/2010
You can have a different bank deposit for each service or event.
 
3.52
May 21/2010
For doing a one-time letter to a donor, you can copy their name/address from Donarius to your word processor in one step.

If you receive donations through any organization which issues their own tax receipts for those donations, you can record those in Donarius and the amounts will be considered non-receiptable since the donor already received a tax receipt for it. (For example: Canada Helps) You do this by creating a non-receiptable payment method.
 
3.51
Apr 30/2010
A calendar has been added to make it easier to enter dates.

Dates can be entered with numbers in the format dd/mm/yy or mm/dd/yy as well as by giving the month name.
 
3.50
Apr 19/2010
A donor can be found by their church mailbox # or email address.
 
3.48
Mar 6/2010
Some donors may not want any tax receipts. You can now easily omit them.

Donations received to fulfill a weekly or monthly pledge can automatically be filled in each week or month.
 
3.46
Jan 22/2010
Can be setup for someone to view/edit only donor information not any donations. For example, this could be used by the church secretary.

A category can be setup to be hidden from donors. (ie. such categories do not show up on quarterly statements, tax receipts or mailings) This is useful to keep track of credit card or PayPal fees.
 
3.44
Dec 5/2009
Custom tax receipts can have a chart showing the total donated each week for a whole year. This chart shows the donations in four columns so it takes up less space (15 lines for column heading and 53 weeks of donations).
 
3.43
Nov 19/2009
The text and boxes on the donation entry window can be made bigger.

If a husband and wife are entered as separate donors, their donations can be combined onto one tax receipt. (Requires "Relationships/Families" module.)

Church directories and donors lists have the option of showing each person's birthday and/or couple's anniversary. (Requires "Relationships/Families" module.)
 
3.42
Oct 26/2009
Donarius can be setup to have a different default printer from the Windows default printer.

Some first names are in two parts (eg: Mary Jo, Anna Maria, Po Pui) so Donarius will automatically address letters using both parts.
 
3.39
Sept 21/2009
Customized letters & emails can have a quarterly statement that shows donations in the final quarter of the period grouped by month instead of by quarter.
 
3.38
Sep 10/2009
On a customized letter can show something like the following:
  In 2008 you gave an average of $x/week.
  In 2009 you gave an average of $y/week.

  For 2010 we suggest $z/week.
    (10% more than 2009)

Check# can be up to 10 digits long.

Each donor can have a Mailbox # and letters/labels can be sorted by it.
 
3.36
July 16/2009
You can enter characters in non-Latin languages. For example, Chinese and Korean. You can enter them in any text field. You can also put them on your personalized letters and tax receipts.

A graphic file for your logo or signature can be a JPEG file as well as a bitmap file.

When a company prints your tax receipts, you can show their address on the tax receipt.

The note on a donation is available to be shown on personalized letters and custom tax receipts. This can be used when receiving a donation in memory of someone else. You put the person's name in the Note box then on the tax receipt it will show:
    ... in memory of [person's name]
 
3.34
May 29/2009
You can put a POSTNET barcode on labels and/or envelopes and so pay less for your postage.
 
3.33
May 8/2009
For tellers you can allow them to view, edit or add donors or a combination of these privileges.
 
3.31
Apr 21/2009
Can send personalized text messages to cell phones.
 
3.30
Mar 27/2009
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)
 
3.29
Mar 6/2009
You can issue a receipt (with a receipt #) even for non-receiptable amounts. (Eg: received from another charity or for non-receiptable amounts).

When entering donations, can use a key on the numeric keypad to indicate the payment method. This way you don't have to move your hand away from the numeric keypad to use the mouse.

A donor can by found by typing the first three letters of the last name, followed by 1 or 2 letters of the first name. This makes it easier when you have many people with a similar surname.
 
3.28
Feb 20/2009
You can keep track of when and how a donor became a member. You can also record when and why a donor ceased to be a member. (For example, moved away) Those people will then not show up when you are entering donations.
 
3.25
Jan 20/2009
You can save paper with a "One donor per page" report by having several donors on each page (if they will fit).

"Gifts in Kind" in the U.S.A. have the option of letting the donor estimate the value. The tax receipt has a blank line for the donor to write the value.
 
3.24
Dec 16/2008
Donations by Donor can be:
  • sorted by age and grouped into age ranges.
  • grouped by gender when you have a donor characteristic for gender
Reports can default to start on Jan 1st or start of fiscal year.
 
3.21
Oct 30/2008
The donor list can be sorted by when the donor was added to the database.

Mailings and the "Donations by Donor" report can choose only those donors 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.

Membership expiry date will be automatically updated when membership fee is received.
 
3.20
Oct 3/2008
Report headers/footers can have the current time.

Custom receipts, letters and emails can have a list of how much was given to each category, in the date range selected.
 
3.19
Sept 18/2008
Mailings can be done for those donors who have a certain relationship with other donors starting in a given date range.
 
3.18
Sept 9/2008
Mailings can be done for those donors who have a birthday in a given date range.
 
3.14
Jun 25/2008
Added 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.
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.
 
3.13
June 13/2008
Added a new module to help you keep track of various 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: manager, elder, small group leader)
 
3.12
May 23/2008
Donors and donations can be imported from a report that lists each donor's donations.
 
3.11
May 16/2008
On the return portion of a custom tax receipt or letter you can include a code that combines a donor# with a donation category. This will speed up the entry of donations for a particular category when the donor sends another donation. When entering the donation,you just type this code in the Donor# box and the cursor will automatically move to the correct category so you can enter the amount. If this is printed in a barcode font, you just have to scan the barcode.
 
3.10
Apr 17/2008
Tellers can be allowed to add new donation categories.
 
3.08
Apr 4/2008
A characteristic for a donor can be automatically un-selected when certain events happen.

A characteristic can be selected or un-selected when a donor is exported or imported.
 
3.07
Mar 10/2008
For mailings, can choose donors who are outside of a given city/town, province/state or country.
 
3.06
Feb 29/2008
For mailings, can choose donors who were added to the database in a given date range.
 
3.01
Dec 10/2007
Tellers who are allowed to add/edit donors, will be able to view and print labels and letters for mailings. They can also send emails. Only letters/emails without donation amounts can be viewed.
 
2.98
Nov 1/2007
Pay only for the modules you want!
Donarius has been split into a base version and various optional modules, each of which can be purchased separately.
 
2.97
Oct 11/2007
Reports can be customized with any text at the top or bottom of the report.

Records a membership expiry date for charities.

A characteristic for a donor can be automatically 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)
On custom reports, the color of text can be changed.
 
2.96
Sept 27/2007
Reports can be customized by putting any of the following at the top or bottom of each page:
  • today's date
  • page #
  • church/organization's name
  • church/organization's address
  • a logo or image
 
2.95
Sept 10/2007
Reports can be scrolled using the wheel on your mouse.
 
2.94
Aug 24/2007
When exporting data, Donarius will remember your settings so you don't have to set them again next time you export data.

'Gift in Kind' tax receipts can be customized just like regular tax receipts.
 
2.93
July 26/2007
When entering donations, a donor can be found by looking through a list which shows each donor's name and address.

A new command was added to custom receipts and letters so you can put a box around a group of items.
 
2.92
July 17/2007
Categories can be added/edited while entering donations.

Labels, envelopes, letters and emails can be sorted by country and province/state.

A new report was added so you can get a list of how many donors are in each province/state.
 
2.91
June 25/2007
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
When entering donations paid with coins, can indicate the number of each coin size.
 
2.90
June 15/2007
Runs on Linux using CrossOver.

Reports and windows can use another word to indicate a pledge. For example: promise, committment or estimated giving.
 
2.87
Apr 20/2007
When doing mailings (labels, letters or emails) you have the option of including donors who are in a certain city or town.

Check numbers can be up to 9 digits long.
 
2.85
Mar 29/2007
"Gifts in Kind" have a value to be applied toward a pledge, but on tax receipts you can show a zero value.
 
2.84
Mar 7/2007
When doing a backup, you have a choice of backing up to a disk, CD, USB drive or any folder on your computer. You can also create folders that have the date of the backup as part of the name. When you restore data from a backup you can restore from any drive or folder.
 
2.82
Feb 5/2007
Improved checking for duplicate donors. Different versions of the first name will be considered to be the same. For example, Robert, Bob and Bobby will match and so will Janet, Janice and Jan. Added the option of checking for duplicates using only the same last name, street and postal/zip code.
 
2.80
Dec 19/2006
The donor type of a spouse can be recorded separately so that you will get the correct count of the number of donors.

Personalized letters can show how much a donor pledged with details such as how often they will give and to what category.

Added a donor statement that shows donations weekly, instead of quarterly.
 
2.79
Nov 28/2006
When doing reports, can omit or include "gifts in kind" because they are now considered a payment method.
 
2.76
Oct 3/2006
Pre-authorized deposits (P.A.D. or E.F.T.) can be done monthly, bi-monthly, bi-weekly or weekly.

On a church directory you can choose which phone numbers and/or email addresses to show.
 
2.75
Sept 8/2006
You can print receipts for up to 3 different donors on one page.
 
2.74
July 28/2006
You can now break a category into sub-categories. For example, your Missions category could have these sub-categories:
    Missions:Africa
    Missions:China
    Missions:Local
 
2.73
July 6/2006
The order of categories shown on reports can be changed.
 
2.72
June 9/2006
Donors can be searched for using a phone # or a postal/zip code.
 
2.70
Apr 21/2006
Pledges can be paid weekly, bi-weekly or bi-monthly (twice a month).
 
2.68
Mar 10/2006
While entering donations, you can move the cursor from the envelope # or donor # box to the category box by pressing the TAB or ENTER key. You can move the cursor from one category to the next by pressing the TAB or + key.

Tax receipts can be printed for only those people who gave a certain amount or more. (Eg: $250.00 or more)
 
2.63
Jan 4/2006
There are more options when you want to re-assign envelope numbers. Donors can be sorted by surname or envelope number before giving them a new number. You can also have different ranges of envelope numbers for different kinds of donors.
 
2.59
Dec 5/2005
You can now select those who donated and pledged or those who donated but did not pledge. This can be done on these reports:
  • donations by donor
  • donations by date with one donor per page
  • labels/envelopes
  • letters
  • emails
When doing these reports you will see a list box with these choices:
  • 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
  • donors who fall short on their pledges
  • donors who fullfilled their pledges
You can choose any combination of the first four or one of the last two. If you don't have any pledges, your choices will be only:
  • donors who gave
  • donors who did not give
2.57
Oct 5/2005
You can print personalized letters without doing a mail-merge. You design how you want your letters to look, select who you want to send them to, then print them.

Similar to letters, you can send personalized emails.


Because of the personalized letters and emails, it means that for each person you must indicate how they prefer being contacted by email and mail. Go to the Add/edit donors window and you will see two boxes that say Prefer Email Contact at: and & Mail Contact by: (they are below the telephone #) Here are the email choices you have:
  • Any email
  • Home email
  • Work email
  • Other email
  • None
and the mail choices are:
  • Mail
  • FAX
  • None
Donors who are set to mail or FAX will get letters. Donors who are set to mail will get labels and envelopes. Donors who are set to a specific email or Any email (and have an email address) will get an email.
 
2.54
July 7/2005
When restoring data you have three options:
  1. replace all your data with data from the backup
  2. add new donors/donations from the backup to your current files
  3. view the data on the backup

 
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Last Modified:
  June 21, 2010
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