Contact Any person, couple, organization, ministry, etc. who is in your database, inside or outside of the ministry. A contact may be a donor or a designation or both — or neither. Donor A contact that gives gifts; not every contact is a donor. A donor can be an individual, a married couple, or an organization...
Organization Contacts Organizations of many different types may be in the Contact list. Types of organizations: • Your own ministry (the "Me" contact) • Departments or ministries within your ministry (as designations receiving donations or locations that receive reports) •...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, contacts organizations, Organizations
The ministry tree organizes designations and ministry directors into a hierarchy for improved financial reporting, as well as for lookups and saved groups. Using the Ministry Tree Click on the Ministry Tree link on the Screens Pane. The screen shown below will appear: The structure of your ministry tree...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, ministry tree, contacts ministry tree
When you first install DonorWise, you are prompted to identify your organization. It is not necessary to enter an address or other identifying information. This contact cannot also be a designation (that is, you can use your Me contact to also be the General Fund designation). < Prev Topic | Next...
When Donors Marry 1. Edit the husband's contact information to include the wife's information. 2. If the wife was also a donor, her donor contact should be redirected to her husband's contact. Read More > Redirecting Activity Redirect Activity A donor contact can be redirected to another contact....
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: contacts, contacts redirect activity, redirect activity, Merge Staff Couple Gifts, Contacts When contacts marry, When contacts marry