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List of Major Improvements to
Donarius® Church Management Software (Also known as Donation Tracking Software or Donor Management Software) |
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Version # Date |
Description |
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3.53 June 4/2010 |
You can have a different bank deposit for each service or event. |
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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. |
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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. |
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3.50 Apr 19/2010 |
A donor can be found by their church mailbox # or email address. |
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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. |
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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. |
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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). |
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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.) |
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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. |
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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. |
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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. |
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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] |
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3.34 May 29/2009 |
You can put a POSTNET barcode on labels and/or envelopes and so pay less for your postage. |
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3.33 May 8/2009 |
For tellers you can allow them to view, edit or add donors or a combination of these privileges. |
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3.31 Apr 21/2009 |
Can send personalized text messages to cell phones. |
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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) |
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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. |
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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. |
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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. |
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3.24 Dec 16/2008 |
Donations by Donor can be:
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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. |
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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. |
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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. |
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3.18 Sept 9/2008 |
Mailings can be done for those donors who have a birthday in a given date range. |
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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. |
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3.13 June 13/2008 |
Added a new module to help you keep track of various relationships
between donors, such as:
|
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3.12 May 23/2008 |
Donors and donations can be imported from a report that lists each donor's donations. |
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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. |
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3.10 Apr 17/2008 |
Tellers can be allowed to add new donation categories. |
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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. |
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3.07 Mar 10/2008 |
For mailings, can choose donors who are outside of a given city/town, province/state or country. |
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3.06 Feb 29/2008 |
For mailings, can choose donors who were added to the database in a given date range. |
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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. |
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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. |
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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:
|
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2.96 Sept 27/2007 |
Reports can be customized by putting any of the following at
the top or bottom of each page:
|
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2.95 Sept 10/2007 |
Reports can be scrolled using the wheel on your mouse. |
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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. |
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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. |
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2.91 June 25/2007 |
Customized reports can include a pledge reminder chart which
shows how much they:
|
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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2.79 Nov 28/2006 |
When doing reports, can omit or include "gifts in kind" because they are now considered a payment method. |
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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. |
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2.75 Sept 8/2006 |
You can print receipts for up to 3 different donors on one page. |
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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 |
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2.73 July 6/2006 |
The order of categories shown on reports can be changed. |
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2.72 June 9/2006 |
Donors can be searched for using a phone # or a postal/zip code. |
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2.70 Apr 21/2006 |
Pledges can be paid weekly, bi-weekly or bi-monthly (twice a month). |
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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) |
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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. |
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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:
|
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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:
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2.54 July 7/2005 |
When restoring data you have three options:
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| Price of Donarius >>> | |
| <<< Back to Donarius Main Page | |
|
Last Modified: June 21, 2010 |
Nuverb Systems Inc. 27 Lawnview Dr. Toronto, ON M2N 5J9 Canada 1-888-479-INFO (In Toronto call: 416-245-8855) Copyright © 2010 Nuverb Systems Inc. |