Frequently asked questions

DONATION is for tracking your donors and donations and issuing charitable receipts. ACCOUNTS is for your more general bookkeeping, including simple automated fund accounting. Neither program includes the functionality of the other one.

To assist you in selecting the most suitable program and version, we have put together a helpful guide. If you are interested in the DONATION program, please click HERE. Alternatively, if you are interested in the ACCOUNTS program, please click HERE.

The most relevant differences between DONATION Online and Classic (Standard/OnDemand ) can be found below. For more information, click HERE.

  • DONATION Online is a web app that can be accessed from anywhere on any browser.
  • Standard and OnDemand are both programs that must be downloaded.
  • Both Online and OnDemand support multiple simultaneous users.

The most relevant differences between Standard and OnDemand are:

  • Standard only works on Windows; OnDemand also works on Macs.
  • With Standard, you can only have one user doing data entry at a time; with OnDemand, you can have multiple simultaneous users.
  • Standard works anywhere in the world; OnDemand only works in Canada and the USA.

During your 30-day free trial, you will have access to all of the program’s features. If you need more time, we are happy to consider an extension upon request. After the evaluation period ends, you will lose access to trial features, but your data will remain safe and accessible once access is purchased.

The DONATION Online version (web app) is free and does not require a subscription until you have more than 25 donors.

The Standard version of DONATION is free and does not require a license key until you have more than 50 donors with donations in the current working year.

The DONATION and ACCOUNTS programs will initially always start by showing the Licensing and Evaluation window. Just click the Continue button to enter the program. You will not need a license key until the evaluation period expires or you decide to purchase the full version of the program.

To ensure a seamless payment experience, we process all payments through Stripe. When you register for the program, the welcome email will include payment links. If you cannot find that email, please contact us using the contact form on the right side of this page. Stripe offers the following payment options:
  • Credit Card
  • ACH from your bank account (for U.S. users)
  • PAD (Pre-Authorized Debit) from your bank account (for Canadian users)

For DONATION Online, access will be granted to your account immediately upon payment.

For all other versions, once we receive your payment, we will send you an email acknowledgement, with instructions for requesting your license key. That is done from the Licensing and Evaluation window that comes up when you start the program. In some cases, your program may automatically retrieve the license key. Otherwise, that window sends us an email with your license key request. We will send back the license key, with instructions for installing it, which is done on that same Licensing and Evaluation window.

Our DONATION and ACCOUNTS programs are designed to be lightweight and efficient, and therefore do not require high-end computer specifications. The programs are compatible with Windows 8.1, Windows 10, Windows 11, and Windows Server 2008 SP2 or later, and will run smoothly on both 32-bit and 64-bit machines.

The Online version requires internet access, and runs on all modern browsers. Limited use is also possible on Android and iOS phones and tablets. It is for use in the USA and Canada.

The Standard version can run without Internet access, but that will introduce some limitations:

  • You will have to download the installation program, and any upgrades, elsewhere, and bring them to your non-Internet computer to do the installation.
  • You will have to request license keys (needed after each payment) more indirectly through another computer.
  • No Internet-related features will be available, including emailing anything to donors, emailing backups, Internet Backups, and the Cloud Storage Service for safely sharing your data between computers.

The OnDemand version can run on Windows 10 or 11, and can also run on Macs, and, for very limited use, on Android and iOS devices such as tablets.

For OnDemand, you need to be in the USA or Canada, and have reasonably fast and very reliable Internet access.

If you’re using a Macintosh (Mac) computer, the Online and OnDemand versions of our DONATION and ACCOUNTS programs are the only ones that can be run directly.

The Online version of DONATION can be accessed on any modern web browser.

The OnDemand versions can be accessed through a small OnDemand client program that is compatible with Macs. While it will maintain its functionality, it will still appear and operate as a Windows program.

DONATION Online can be paid for with a recurring monthly or annual subscription. You may change or cancel your subscription plan at any time through the web application.

The Standard and OnDemand versions of DONATION and ACCOUNTS are subscription software that require annual payments to continue using them each year. Your first payment establishes an automatic annual subscription. You may change or cancel your subscription plan at any time by contacting customer support.

DONATION Online requires that each organization be paid for separately.

The Standard version allows you to create up to 5 databases, while the OnDemand version allows you to create as many as you need.

Switching from Standard or OnDemand to Online will be available soon.

If your license key is still valid, switching between Standard and OnDemand only requires you pay the difference between the cost of the upgraded version and the remaining portion of your initial payment. However, if your license key has expired, the full price will apply.

If you’re interested in upgrading to a different version, please use the form on the right side of this page to contact us. We’ll be more than happy to assist you.

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