INTRODUCTION
Introduction
LICENSE INFORMATION
License Information
Software Licensing and Evaluation
Sending Emails from the Program
TECHNICAL SUPPORT
Technical Support
Who Am I?
DOCUMENTATION STANDARDS
Documentation Standards
INSTALLATION INSTRUCTIONS
Installation Instructions
Running as an Administrator
Startup Options
Network Versions of DONATION
Using a Limited User Password
Converting Data from Prior Versions of the Program
Converting Data from Other Programs
Importing Donors from Other Programs
Importing Donations from Other Programs or Regular Donations
Importing all Data from Other Programs
Uninstalling DONATION
Checking for Updates
The Lite Version Limitations Window
Lite Version Limitations
REGULAR OPERATING PROCEDURES
Regular Operating Procedures
Features for Churches
Year End Procedures
GENERAL INFORMATION ON USING THE PROGRAM
General Information on Using the Program
Keyboard Shortcuts
Testing the Program Out
THE MAIN MENU
The Main Menu
The File Menu
The Maintenance Menu
The Letters Menu
The Reports Menu
The Reports -> Donor Sub-Menu
The Reports -> Donation Sub-Menu
The Reports -> Receipt Sub-Menu
The Reports -> Category Sub-Menu
The Receipt Menu
The Receipt-> Gift in Kind Receipts Sub-Menu
The Database Menu
The Backup/Restore Menu
The Tools Menu
The Help Menu
ENTERING AND MAINTAINING DONORS
Entering and Maintaining Donors
Entering a New Donor
Finding a Donor
Editing a Donor
Deleting a Donor
Sending Emails to a Donor
Pledges in DONATION
ENTERING AND MAINTAINING DONATIONS
Entering and Maintaining Donations
Entering New Donations
Entering Multiple Donations for One Date
Editing a Donation
Deleting a Donation
Changing the Date of Donations
Handling Gifts In Kind
Using the Popup Calendar to Enter Dates
EDITING CATEGORIES
Editing Categories
Donation Categories
Donor Categories
Paid By Values
EDITING GENERAL INFO
Editing Organization Info
Editing Main Window Options
Editing Receipt Options
Configuring Email Sending
Registering by Email
Viewing Saved Settings
USING REPORTS
Printing Reports
Using the Reports Browser
Filtering Reports
Sorting Reports
Saving Reports to Files
Creating Custom Reports
Modifying Reports Using SQL
Exporting Data from the Program
Saving Reports, Receipts and Letters as PDF Files
CREATING MAIL MERGE LETTERS
Creating Mail Merge Letters
Creating Letters for One Donor
Creating Mass Mailings
Mail Merge Fields
Editing with the Internal Editor
Generating Receipts Using Mail Merge
Generating Mailing Labels using Mass Mailings
Doing Mail Merges using Save As from Reports
Backing up and Restoring Letters Files
GENERATING CHARITABLE RECEIPTS
Generating Charitable Receipts
Generating Duplicate or Corrected Receipts
Statements and Receipts
Using a Logo or Signature bitmap on your Receipts
Generating Bilingual Receipts
Generating U.S. Receipts
Generating Filtered Receipts
Handling Non-Receiptable Donations
Deleting Receipts
Emailing Receipts and Statements
PRINTING MAILING LABELS OR ENVELOPES
Receipt or Donor Mailing Labels
Receipt or Donor Envelopes
FILES USED BY THE PROGRAM
Files Used by the Program
The Data Directory for the Program
DATABASE MAINTENANCE
Database Maintenance and Backups
Making Data Backups
Restoring Backups
Emailing Backups
Restoring Emailed Backups
Restoring Old Backups
Validating Your Database
Deleting Old Data
Deleting All Data
Copying Missing Donors
Reassigning Envelope Numbers
Splitting Donors
Merging Duplicate Donors
Switching Databases
Viewing and Exporting Data with SQL Selects
REVISION HISTORY AND BUGS / FEATURES
Revision History - Latest Version
Revision History - Earlier Versions
Bugs / Features
TECHNICAL INFORMATION
Technical Information
Referential Integrity
HOW DO I?
How Do I?
Change the Donor of a Donation
Fix up Duplicate Donor Names
Move the Program from One Computer to Another
Transfer your Data between Computers
Determine what Version of DONATION I have

© 2010 Dan Cooperstock