DonorWise TM
Enhanced communication with donors, enhanced ministry credibility...

Frequently Asked Questions

Table of Contents

It is our pleasure to provide this software free of charge to help you in your ministry.  We're so thankful for our partners who make this possible!

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What are the SMTP settings for Gmail?

Step 1) Pull up your Google Account Security settings: https://myaccount.google.com/security Step 2) Enable 2-Step...
Revision #12 Posted by Troy Wolbrink on 19 Oct 2023
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How do I install DonorWise to get started?

DonorWise is a Windows-based program. You install it into Windows using an installation program found here . It's...
Revision #6 Posted by Troy Wolbrink on 21 Feb 2023
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What new features have been introduced from DonorWise 3.4 to 4.1?

The DonorWise help manual was written for DonorWise 3.3. Since then, DonorWise has had several new major versions...
Revision #1 Posted by Troy Wolbrink on 8 Nov 2022
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How can I host SQL Server in an office network for multiple workstations to connect with?

DonorWise was developed with the possibility that multiple workstations in an office networked environment to be...
Revision #1 Posted by Troy Wolbrink on 1 Sep 2022
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How would I find all contact that have moved to or from Canada?

On the Contacts view, under the "Change Log" tab, you can see an audit trail of all changes made to a...
Revision #1 Posted by Troy Wolbrink on 13 May 2022
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What are the SMTP settings for Microsoft 365?

Prerequisites To support sending email receipts from DonorWise through Microsoft 365, there are two requirements...
Revision #4 Posted by Troy Wolbrink on 13 Jan 2022
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How To Use OCR (Optical Character Recognition) With DonorWise

Why did we start using OCR technology? It saves us time by combining several processes You import a batch of check...
Revision #5 Posted by Troy Wolbrink on 12 Feb 2021
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Where can I find a listing of tables and fields that I can query in the "Run Query" feature?

Most of DonorWise is well documented, but the "Run Query" feature (under the "Tools" menu)...
Revision #1 Posted by Troy Wolbrink on 6 Jan 2021
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What's new in DonorWise 4.1?

DonorWise 4.1 is a significant new release. In many subtle ways, DonorWise 4.1 reimagines many core features. For...
Revision #8 Posted by Troy Wolbrink on 17 Dec 2020
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How can I produce an annual report or year end summary receipt for my donors?

In the "View Contacts" screen, under the "Group Actions" menu, click on "Send Year End...
Revision #5 Posted by Troy Wolbrink on 25 Nov 2020
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How can I outsource printing and mailing Year End Statements?

prayerletters.com can take the burden of printing and mailing receipts and year end statements off your plate....
Revision #5 Posted by Troy Wolbrink on 25 Nov 2020
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How can I correct the date on donations to an earlier month?

DonorWise allows you to create a batch in a previous period by "temporarily opening" a previous period...
Revision #1 Posted by Troy Wolbrink on 17 Sep 2019
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How can I report on all donors who gave more than a certain amount within some year?

Method 1 - Custom Lookup In DonorWise, in “ View Contacts ”, under the “ Lookup ” menu...
Revision #3 Posted by Troy Wolbrink on 27 Sep 2018
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How do I get past, "[Microsoft][ODBC SQL Server Driver][DBNETLIB]SQL Server does not exist or access denied., [Microsoft][ODBC SQL Server Driver][DBNETLIB]ConnectionOpen (Connect())"?

This error means that DonorWise cannot connect to SQL Server. Usually this error means one of these problems: 1...
Revision #3 Posted by Troy Wolbrink on 25 Jul 2017
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How do I get past, "*SQL Server*Login failed for user '*'"?

Be sure to type in the correct password. If you don't know your password, you should contact your SQL Server...
Revision #4 Posted by Troy Wolbrink on 25 Jul 2017
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How do I install DonorWise on Windows 8 or 10?

As of DonorWise 3.4.13, no workarounds are necessary to install DonorWise. The installation correctly handles installing...
Revision #8 Posted by Troy Wolbrink on 25 Sep 2016
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When my fiscal year starts in January, why is DonorWise posting into the next year with Dyanmics SL (Solomon)?

Some organizations actually prefer this. They may have changed the beginning of their fiscal year to start in January...
Revision #3 Posted by Troy Wolbrink on 15 Sep 2014
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How can I run a SQL command against my DonorWise database?

First you need to launch "SQL Server Management Studio". If it's installed, you'll find it in...
Revision #2 Posted by Troy Wolbrink on 27 Aug 2014
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How do I look up contacts based on total giving for a time period (vs. individual gifts during that period)

SITUATION: Your ministry director has asked you for a list of your ministry's most generous donors, such as...
Revision #2 Posted by Troy Wolbrink on 4 Sep 2013
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Can I manually control Contact IDs?

There are two primary reasons why a ministry would want to manually create a Contact ID instead of allowing DonorWise...
Revision #6 Posted by Troy Wolbrink on 24 Aug 2011
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How do I get past, "You must supply a value for RC"?

You cannot leave the RC column blank when entering a new donation.
Revision #1 Posted by Troy Wolbrink on 11 May 2011
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How do I get past, "You must supply a value for Donor ID"?

When entering a new donation, you must provide a donor by name or by id.
Revision #2 Posted by Troy Wolbrink on 11 May 2011
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How do I get past, "You must supply a value for GL Account"?

You must specify a GL Account for each gift.
Revision #2 Posted by Troy Wolbrink on 8 Apr 2011
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How do I get past, "You must supply a value for Designation ID"?

The Designation ID is a required field for a gift.
Revision #2 Posted by Troy Wolbrink on 8 Apr 2011
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How can I get past an error when I try to install DonorWise?

A good first step is to uninstall/remove any previous version of DonorWise. If you can't uninstall DonorWise...
Revision #1 Posted by Troy Wolbrink on 27 May 2010
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