DonorWise TM
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  • Setup Overview

    DonorWise Setup Steps This is an overview for your reference, and is not intended to be a step-by-step checklist for installation. 1. Fill out Evaluation Questionnaire to help you evaluate and prepare to use DonorWise 2. Fill out Implementation Questionnaire...
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  • Creating a new Transfer batch

    This topic is available on video! View > Video: Transfer Batches Creating a new Transfer batch 1. Select the <New Batches> link. If any of the items in the Donation Batches list has a number next to it, that indicates the number of pending items...
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  • Security Tab

    SQL Server Security Verifier These features should be managed by whoever manages your database. For more information on these, contact the DonorWise team. mailto:help@DonorWise.com . Verify Database Security Verify Server Security Unlock SQL Server for...
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  • Journal Tab

    The Journal Tab defines how automatic journal entries are handled. Options Post journals in detail • This option is checked by default. This means that every donation in a DonorWise batch will appear as an item in the journal to be posted to the...
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  • General Ledger Tab

    The General Ledger tab identifies the base currency (for donation entry) and how many posting periods are allowed. Currency Base Currency • The currency used as the default for transactions. • It is the currency used in your General ledger...
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  • Donations Tab

    All three check boxes on this screen are checked by default. Batch Approval Force printing of original batch transaction report Printing the batch transaction report is an important step in your business process. You should then file the report in your...
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  • Designation Tab (Setup)

    Default Donation GL Account These are the accounts that will appear on the designation screen by default. Staff For donations given on behalf of staff members Non-Staff For donations given to non-staff designations such as ministries, projects, etc. Default...
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  • Contact Tab

    Country Info This feature facilitates the powerful features that DonorWise employs to make it easy to use DonorWise internationally. Default Country • Which country DonorWise assumes a contact is in when entered. Mailing From Country • Which...
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  • Teaching Outline-Expanded

    DonorWise training curriculum Conceptual overview The purpose of this overview is simply to introduce the students to DonorWise. During this overview you will not have anything showing on the screen. That is, do not walk through the overview using the...
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  • Teaching Outline-Condensed

    DonorWise training curriculum Conceptual overview 1. Accounting Features 2. Contacts 3. Donations 4. Reporting 5. Security (username / password) Software Introduction 1. DonorWise interface Accounting setup 1. Defining assessments 2. Setting up GL and...
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  • Teacher Guides

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  • Feature Overview

    Welcome to DonorWise! DonorWise is a robust contact manager and donation processing tool. It is designed for ministries who need a comprehensive tool to manage all of their constituents as well as the gifts given by those constituents are also donors...
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  • Classroom Training FAQs

    Who should attend a DonorWise classroom training session? The only people who should attend a DonorWise classroom training are those who will be using DonorWise as a regular part of their job. Allowing others to attend increases the class size and reduces...
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  • Session 9: TntMPD Contacts

    Objective Explain the similarities and differences between the contact management features of DonorWise and TntMPD. Overview DonorWise and TntMPD share much common programming and work in similar way. The common name and address information is exactly...
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  • Session 10: Lookups

    Objective Explain how to find contacts using specific criteria such as biographical information (name and address, etc.), or donation or designation information. Overview While there may be times when you want to find a specific contact (such as when...
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