"I had looked at several church giving programs, each having a plethora of things that could be done. I needed something simple and easy to use and Donarius fit the bill. You buy only what you need and at a very affordable price. I highly recommend it." - David R., First U.M.C., Auburn, NE
List of Major Improvements to
Donarius® Church Management Software
(Also known as Donation Tracking Software or
Donor Management Software)
| Version #
|Some donors want a receipt right after donating. A Print and an Email button have been added to the 'donation entry' window for such donors. The receipt can be with or without a receipt#.|
|When you are editing a customized tax receipt, letter or email you'll be able to see in the main window what it would look like. So when you change it, you can immediately see the result.|
|Donarius now will generate transaction files to be uploaded to EFT Canada.|
|Donarius has been integrated with EFT Canada and Elavon.|
|eTransfers can now be imported into Donarius. Just save each eTransfer email your bank sends you to a folder, then select that folder in Donarius.|
|Donarius for businesses now does inventory control.|
| Donarius for
businesses lets you:
| Text messages can be up to 1600 characters long.
Donarius is integrated with SubSplash.
Donarius for businesses now prints sales receipts on a receipt printer, so it can be used like a cash register.
(Note: requires the purchase of the Custom Invoices module.)
| Donarius for
| Donarius for
businesses has products with:
| The names Donarius uses for people and money items can
e.g. the people can be called donors, members, parishioners, etc
money received can be called donations, contributions, givings, etc.
the alpha-numeric id for each person can be a donor#, member#, etc.
the numeric id for each person can be an env#, offering#, etc.
the purpose of money received can be called a category, fund, account, etc.
Donarius works for businesses to keep track of your customers, sales and accounts receivable. Prints or emails invoices. Sends emails/letters to follow-up on leads. (Just indicate you are a business in the setup wizard.)
|Donarius has been integrated with ShareFaith and eGiving.|
|Donarius has been integrated with EasyTithe and Planning Center.|
| Donarius has been integrated with Stripe and Parish Giving.
In case you use several different online giving providers, you can integrate with them all.
e.g. you use both PayPal and Tithe.ly
|EpicPay now has the option to select a designation or category for your donation. So when you import the donations, the category will also be imported.|
| When sending emails, you have the option to send a test
to yourself to check it.
| 'Gifts in Kind' and 'Gifts with Advantage' receipts are
usually printed with one gift per page. Now you can do a yearly
receipt that lists all the 'Gifts in Kind' on one page and the
'Gifts with Advantage' on a second page.
(Note: this requires the purchase of the Custom Tax Receipts module.)
|Online donations received through EpicPay can be easily imported into Donarius.|
|Donarius can export a bank deposit to then be imported into Manager accounting software.|
| You now have two formats for a photo directory:
|Online donations received through PayPal can be easily imported into Donarius.|
|Online donations received through Stewardship Technology can be easily imported into Donarius.|
|Keeps track of all types of contact with your donors including by phone. Normally it would only keep track of letters/emails sent by Donarius. Now you can add any email/letter either received from donor or sent to them. You can also include a short description.|
| Keeps track of when a donor was contacted and how.
It records the following types of contact:
|PDFs can be created using the Bullzip PDF Printer. Bullzip has a free version and three paid versions. All versions encrypt the PDFs and lock them so they cannot be changed. The paid versions have more bits for the encryption.|
|Online donations received through Txt2Give can be easily imported into Donarius.|
|Online donations received through Bambora and Tithe.ly can be easily imported into Donarius.|
| Finding donors is much easier. You can search for anyone
|Donarius runs on a Mac using PlayOnMac as well as Wineskin. In fact, it is more reliable and a bit faster too. Watch this video to see how to install it.|
|Online donations received through Givelify can be easily imported into Donarius.|
| Adding a spouse or child to a family has been
Can now do a report or mailing for people who have not donated for a while.
e.g. those who donated last year/month but not this year/month.
Online donations received through Moonclerk can be easily imported into Donarius.
| For churches and charities in Canada, the CRA website
which must appear on all tax receipts has been updated.
Charities must update their tax receipts by March 31, 2019.
If in the future the CRA again changes the website, you can change it yourself without upgrading.
|When doing Yahrtzeit letters they use the date on the Hebrew calendar. (This applies only to the version of Donarius for synagogues. i.e. Shluchim Synagogue Management Software)|
|Dates entered or on reports can be in Gregorian or Hebrew format. The Hebrew format can be in English transliterated or with Hebrew characters. (This applies only to the version of Donarius for synagogues. i.e. Shluchim Synagogue Management Software)|
|Donors, donations and bank deposits can be exported to QuickBooks. (This only works with the desktop version of QuickBooks. The online version is not able to import *.IIF files.)|
|PDFs can be created on a Mac using PDFWriter or RWTS PDFWriter.|
|You can share Donarius data between two Macs or a Mac and a Windows PC.|
| If your church/organization has more than one bank
account, you can indicate which category gets deposited into which
account. When you do a bank deposit, you will get one page for
each bank account.
You may have both a US dollar and a Canadian dollar bank account. So you are depositing donations in Canadian dollars to one account and those in US dollars to the other. You can now setup each bank account and Donarius will automatically do a bank deposit report for each one.
|Sometimes a husband/wife want to combine their receipts and statements into one and sometimes they want them separately. You can now select what each couple prefers.|
|When printing offering envelopes, they can be customized for each person by showing the top three categories that each person used. This provides a personalized envelope for each person.|
| Added audit history of who printed/emailed tax receipts
The year can be included at the start of the receipt number, as either a 4 digit or 2 digit number. eg: a receipt# for 2016 might be 2016-05001 or 16-05001.
|It is easier to restore from a backup, because all drives/folders that have a backup are listed.|
| When a donor list or directory is displayed you can
click on a donor's name to edit the donor info.
On some reports you can click on a date or donor's name to edit the donation shown on the report.
|You can print your own church offering envelopes using blank envelopes. A good size to use is #6 (3 5/8" x 6 1/2"). This costs less than getting them pre-printed from a church envelope company. When new people start using envelopes, you can print the envelopes just for the remainder of the year. (Note: this requires the purchase of the Letters/Emails module.)|
|Data can be shared between a Mac and a PC (OS X and Windows). The Mac must be running Donarius using Wineskin or PlayOnMac.|
|Data can be shared between different computers using Sync or Good Sync. Either of these is recommended for Canadian charitable organizations who do not want their data stored on servers in the USA. The CRA requires Canadian charities to store their data in Canada.|
|Records the date when any donor info was updated and who did so.|
|You can add up to 10 custom one-time events for each donor. For example, Baptism or Became Member.|
|Data can be shared between different computers using Google Drive.|
|Donarius runs on a Mac using Wineskin.|
|Letters can have a watermark. (A light image behind the text, covering the entire page.)|
|Can record money order # as well as check #.|
|On donor list you can have last names that start with a different letter, on a separate page.|
|When entering donations, donors can be found by telephone #.|
|Data can be shared between different computers using OneDrive, TeamDrive, SpiderOak or Dropbox. OneDrive comes included in Windows 8.1. An advantage of TeamDrive is that all your files are encrypted on their servers. So your data is never at risk of being compromised.|
|Data can be shared between different computers using SpiderOak. (Or you can continue using Dropbox.) The advantage of SpiderOak is that all your files are encrypted on their servers. Therefore, your data is never at risk of being compromised even if someone gets access to their files. (Note that the files on your computer are not encrypted.)|
|Two different sizes of custom label sheets can be setup. A label can have an image or logo on it.|
|You can now control the various users of Donarius. For each user select what information they are allowed to access and what functions they are permitted to do. Each user must supply a password to log in. (Can also be used by a single user without entering a password.)|
|Emails can be sent from Donarius using your Gmail, Yahoo or AOL email address and using their SMTP server.|
|Contribution files received from WeShare (eg: A.C.H or P.A.D.) can be imported in a few steps. For this to work you must purchase the Pre-authorized Deposits module.|
| Contribution files received from a company or bank that
processes recurring transactions (A.C.H or P.A.D.) can be imported
in a few steps. For example , Vanco
files can be processed. For this to work you must purchase the Pre-authorized
Store individual and family photos of each person. This makes it easy to print a color photo directory. (Sometimes also called a picture directory or pictorial directory.) You must purchase the Photo Directory module to do this.
|Donor list has the option to show name & address on one line.|
|Church directories can be printed on printers that can print double-sided (i.e. duplex). This way your directories can be printed faster.|
| When adding new donors, some fields are automatically
filled in to match what is common about the last 10 donors. It
will fill in the city, state/province, zip/postal code and donor
You can have multiple users at different locations accessing Donarius over the Internet using a data sharing service such as DropBox.
| Quarterly statements can now be sent by email as PDF
files. This will save you money on paper, envelopes and ink/toner
(and postage if you are mailing them). You need the Letters/emails/text
messages module to send emails.
Some organizations use Motivation Codes to track which mailings donors respond to. You can now enter them for each donation.
|Speed up entering donations using a check reader. You read the check, the donor is found and you just enter the amount. The check # is also automatically entered. (The donor is found by searching for the matching bank transit # and account # which are stored in an encrypted format.)|
| Donation entry operates in one of two ways:
|You can now send your tax receipts by email as a PDF file. The file will be encrypted and locked so it cannot be altered as required by the CRA in Canada and the IRS in the USA. This will save you money on paper, envelopes and ink/toner (and postage if you are mailing them). You need the Letters/emails/text messages module to send emails.|
|The version for synagogues will do Yahrtzeit letters.|
|When sending emails can set the port number for SMTP servers that don't use the standard port. For example, sending emails using your AOL Mail account requires the use of port number 587.|
|Pre-authorized credit card payments can be automatically entered in the same manner as pre-authorized bank withdrawals.|
|When the Tax Receipt Summary has "Gifts with Advantage": it will show the advantage of each and the total advantage of all receipts.|
|A version of Donarius customized for synagogues is available called Shluchim Synagogue Management Software.|
|When doing a batch of tax receipts, each one can be automatically converted to a PDF with the receipt # as part of the PDF file name.|
|When entering donations for donors who want a receipt with each donation, you will be shown the receipt# that will be used on the tax receipt. When editing such donations you will be shown the receipt# that was printed on their tax receipt.|
|A library of common items for custom receipts, letters and emails has been added. Instead of typing your organization's name, address and logo in each letter just put a heading in the library. It is also easier to do letters or custom tax receipts for an organization that supports various missionaries. The software will automatically select a message, from the library, for the missionary that was donated to.|
|A wizard has been added to make it easier to setup and customize the software, so it works the way you want. (for new users and those trying out the demo version)|
|Quarterly statements can be shortened by showing only sub-category totals and regular categories.|
| Automatically selects Portrait or Landscape
depending on which is better for a report.
When you are printing a report that has one donor per page, it can be printed in duplex (double-sided). The first page for each donor will be on one side, the second on the back and so on. When a donor has an odd number of pages the back of the last page will be blank. This applies to the following reports:
|If your organization has several different locations or ministries they can each use their own copy of Donarius. You can then combine all the data from all the locations/ministries into one database. This will make it easy for you to issue a single tax receipt for each person regardless of where they donated.|
|The size of all windows can be increased by changing the window scaling factor in the Preferences window.|
|A Gift with Advantage that does not result in a valid tax receipt can still be recorded to keep track of money received. (In Canada if the advantage is > 80% of the gift, the receipt is not valid. In other countries if the advantage equals the gift, the receipt is not valid.)|
|Can import payment method with check number.|
|Settings for reports can be memorized. Then you can select that report and the settings are already chosen for you.|
|Can limit which categories a teller can choose when entering donations to those you selected or only those that are sub-categories of a main category.|
|Categories on the donation entry window can be sorted alphabetically, to make it easier to find a particular category.|
|You can send emails with characters in non-Latin languages. For example, Chinese and Korean.|
|You can have a different bank deposit for each service or event.|
| For doing a one-time letter to a donor, you can copy
their name/address from Donarius to your word processor in one
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.
| A calendar has been added to make it easier to enter
Dates can be entered with numbers in the format dd/mm/yy or mm/dd/yy as well as by giving the month name.
|A donor can be found by their church mailbox # or email address.|
| 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.
| 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.
|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).|
| The text and boxes on the donation entry window can be
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.)
| 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.
|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.|
| On a customized letter can show something like the
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.
| 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
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]
|You can put a POSTNET barcode on labels and/or envelopes and so pay less for your postage.|
|For tellers you can allow them to view, edit or add donors or a combination of these privileges.|
|Can send personalized text messages to cell phones.|
| Churches can record which service or event a person
Ministries and charities can record which mailing or event a person is responding to.
(ie. source codes)
| You can issue a receipt (with a receipt #) even for
non-receiptable amounts. (Eg: received from another charity or for
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.
|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.|
| 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.
| Donations by Donor can be:
| 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.
| 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.
|Mailings can be done for those donors who have a certain relationship with other donors starting in a given date range.|
|Mailings can be done for those donors who have a birthday in a given date range.|
| 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.
| Added a new module to help you keep track of various
relationships between donors, such as:
|Donors and donations can be imported from a report that lists each donor's donations.|
|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.|
|Tellers can be allowed to add new donation categories.|
| 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.
|For mailings, can choose donors who are outside of a given city/town, province/state or country.|
|For mailings, can choose donors who were added to the database in a given date range.|
|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.|
| 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.
| 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:
| Reports can be customized by putting any of the
following at the top or bottom of each page:
|Reports can be scrolled using the wheel on your mouse.|
| When exporting data, Donarius will remember your
settings so you don't have to set them again next time you export
'Gift in Kind' tax receipts can be customized just like regular tax receipts.
| 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.
| 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.
| Customized reports can include a pledge reminder chart
which shows how much they:
| Runs on Linux using CrossOver.
Reports and windows can use another word to indicate a pledge. For example: promise, committment or estimated giving.
| 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.
|"Gifts in Kind" have a value to be applied toward a pledge, but on tax receipts you can show a zero value.|
|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.|
|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.|
| 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.
|When doing reports, can omit or include "gifts in kind" because they are now considered a payment method.|
| 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.
|You can print receipts for up to 3 different donors on one page.|
| You can now break a category into sub-categories. For
example, your Missions category could have these
|The order of categories shown on reports can be changed.|
|Donors can be searched for using a phone # or a postal/zip code.|
|Pledges can be paid weekly, bi-weekly or bi-monthly (twice a month).|
| 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)
|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.|
| You can now select those who donated and pledged or
those who donated but did not pledge. This can be done on these
| 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:
| When restoring data you have three options:
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| Last Modified:
May 14, 2022
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