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

How can I outsource printing and mailing Year End Statements?


TntWare + QuickBooks

Connect with other ministries that use QuickBooks along with TntWare products such as DonorWise, DonorHub or TntConnect.

   QBTntWare (Yahoo Group)

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!

About TntWare

Page Details

First published by:
Troy Wolbrink
on 19 Jan 2018
Last revision by:
Troy Wolbrink
on 24 Jan 2018
This page has not yet been rated

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.  They specialize in printing and mailing newsletters for missionaries, but their experience applies equally well for organizational mailings.

You can contact them to get started with the process of setting up how your Year End Statements will appear.  From DonorWise, all you need to do is run a query and export it to Excel.  Securely upload that Excel file to PrayerLetters.com, and they can take it from there.

To learn more:  https://www.prayerletters.com/receipts

 

How to Export Donations For The Year to Excel

In DonorWise, under the "Tools" menu, click on "Run Query".  If you don't see "Run Query" make sure you're a member of the "Report Writer" role (in the "Manage Users" screen), and also make sure you're on a recent version.

Run this query (when prompted for "Parm1", enter the year you're reporting on):

SELECT
  GiftView.DonorID, GiftView.DonorName, ContactView.MainEmail AS DonorEmail,
  ContactView.Greeting AS DonorGreeting,
  ContactView.MainAddressBlock AS DonorAddress,
  GiftView.ReceivedDate, GiftView.GiftAmount, GiftView.PaymentTypeCode,
  DesigView.DesigID, DesigView.ShortName AS DesigName, GiftView.DonationMemo

FROM  
  GiftDonationActualView AS GiftView
  INNER JOIN DesigView ON GiftView.DesigID = DesigView.DesigID
  INNER JOIN ContactView ON GiftView.DonorID = ContactView.ContactID

WHERE 
          (YEAR(GiftView.ReceivedDate) = ?)
  AND (GiftView.DesigID <> 3)
  AND (GiftView.PaymentTypeCode <> N'FLOW-THRU')
  AND (GiftView.PaymentTypeCode <> N'TRANSFER')

ORDER BY GiftView.DonorID, GiftView.DesigID, GiftView.ReceivedDate

Then click "Export" to save a CSV/Excel file.

Recent Comments

Leave the first comment for this page.
© 2018 TntWare | Privacy | Terms of Use