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Currently we are creating separate batches for each foundation for all of our Flow Thru donations. About 75% of those donations are recurring. Is there a way to import a batch that will separate out the information to the appropriate foundations in Donorwise? Basically, in a csv file there is a "Foundations"...
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I am currently evaluating the suitability of DonorWise to replace a handcrafted donor management system (DMS) at my mission. One feature that we have in our current DMS is automatic processing of recurring gifts. The database stores a list of recurring gifts, and twice per month our Donor Services staff...