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

Frequently Asked Questions (English)

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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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 #7 Posted by Troy Wolbrink on 9 Oct 2024
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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 #7 Posted by Troy Wolbrink on 9 Oct 2024
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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 #7 Posted by Troy Wolbrink on 9 Sep 2024
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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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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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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 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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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 do I create an installation CD to share with others?

If you want to make an offline installation folder or CD for DonorWise, you not only need "SetupDonorWise...
Revision #3 Posted by Troy Wolbrink on 25 Feb 2010