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Donors
Donors
80 articles in this collection
Written by
Jonathan Marbutt,
MaryEllen Elliott,
and
Mike Frederick
Donors Dashboard
Donor graphs and statistics
Written by
MaryEllen Elliott
Updated over a week ago
Quick Find - Donors
How to find and view a Donor record.
Written by
MaryEllen Elliott
Updated over a week ago
Data Entry - Donors
Activity Stream - Donor
Written by
MaryEllen Elliott
Updated over a week ago
Add a Donor Record
How to add a Donor record to you Donor list.
Written by
MaryEllen Elliott
Updated over a week ago
Edit a Donor Record
How to update information on existing Donor records.
Written by
MaryEllen Elliott
Updated over a week ago
Delete a Donor
Steps to permanently delete a Donor record.
Written by
MaryEllen Elliott
Updated over a week ago
Add Correspondence - Donor
Recording Correspondence (phone calls, emails, etc.) you have had with a Donor.
Written by
MaryEllen Elliott
Updated over a week ago
Add Donor Relationship
How to set up a Relationship between 2 Donor records.
Written by
MaryEllen Elliott
Updated over a week ago
Data Entry - Donors - Contributions
Add a Contribution
Add a Contribution to a Donor's record.
Written by
MaryEllen Elliott
Updated over a week ago
Add a Contribution - via Activity Stream
Written by
MaryEllen Elliott
Updated over a week ago
Add a Contribution - via Contributions list
Written by
MaryEllen Elliott
Updated over a week ago
Add a Contribution - via Quick Find
Written by
MaryEllen Elliott
Updated over a week ago
Add an Honor/Memorial Contribution
Adding Honor of or Memorial Contributions to a Donor's record.
Written by
MaryEllen Elliott
Updated over a week ago
Add an In-Kind Contribution
Adding In-Kind Contributions to a Donor's record.
Written by
MaryEllen Elliott
Updated over a week ago
Edit a Contribution
Edit an existing Contribution in a Donor's record.
Written by
MaryEllen Elliott
Updated over a week ago
Data Entry - Donors - Pledges
Add a Pledge
3 ways to add a Pledge to a Donor's record.
Written by
MaryEllen Elliott
Updated over a week ago
Edit a Pledge
Edit an existing Donor's Pledge.
Written by
MaryEllen Elliott
Updated over a week ago
Make a Pledge payment
4 ways to enter Pledge payments.
Written by
MaryEllen Elliott
Updated over a week ago
Left Sidebar - Donors
Donor List
Contains a complete list of Donor records.
Written by
MaryEllen Elliott
Updated over a week ago
Donor List - Mailing Labels
How to create Mailing Labels from the Donor List.
Written by
MaryEllen Elliott
Updated over a week ago
Contributions
Complete list of Donor Contributions.
Written by
MaryEllen Elliott
Updated over a week ago
Advance Search - Donors
Search for a list of Donors based on multiple search criteria.
Written by
MaryEllen Elliott
Updated over a week ago
Pledges
Complete list of Donor Pledges.
Written by
MaryEllen Elliott
Updated over a week ago
Sources and Funds: Overview
What are Sources and Funds and how are they used?
Written by
Mike Frederick
Updated over a week ago
Funds
A list of how the Donor's Contribution will be used in your organization.
Written by
MaryEllen Elliott
Updated over a week ago
Sources - Donors
A list of what generated the Donor's Contribution.
Written by
MaryEllen Elliott
Updated over a week ago
Grants
Track information used for Grants.
Written by
MaryEllen Elliott
Updated over a week ago
Send Letters
Create letters to send to Donors with Word's Mail Merge feature.
Written by
MaryEllen Elliott
Updated over a week ago
Batch Entry
Contribution Batch Entry
How to enter Donor Contributions in a group (batch).
Written by
MaryEllen Elliott
Updated over a week ago
Pledge Batch Entry
How to add Donor Pledges in a group (batch).
Written by
MaryEllen Elliott
Updated over a week ago
Utilities - Donors
Record Merge - Donors
Merge duplicate Donor records.
Written by
MaryEllen Elliott
Updated over a week ago
QuickBooks Extract - Set Up
Downloading the QuickBooks Extract Utility
Written by
MaryEllen Elliott
Updated over a week ago
QuickBooks Extract - Create Extract
How to create an an extract to import to QuickBooks.
Written by
MaryEllen Elliott
Updated over a week ago
QuickBooks Extract - Existing Extracts
How do I re-extract a batch?
Written by
MaryEllen Elliott
Updated over a week ago
QuickBooks Import Tips
Information on extracting Donor data from CoolFocus to import to QuickBooks.
Written by
MaryEllen Elliott
Updated over a week ago
Year End Giving Statements preparation
Year End Giving Statements
Preparing Year End Giving Statements to send to your Donors.
Written by
MaryEllen Elliott
Updated over a week ago
Printing Giving Statements with logo
Written by
MaryEllen Elliott
Updated over a week ago
Emailing Donor Receipts and Giving Statements
How do I take someone off the "Contributions Send Email Receipts" list?
Written by
MaryEllen Elliott
Updated over a week ago
Emailing Donor Receipts
Written by
MaryEllen Elliott
Updated over a week ago
Emailing Giving Statements - from Donor list
How to email a Giving Statement from the Donor list.
Written by
MaryEllen Elliott
Updated over a week ago
Emailing Giving Statements - from Donor's record
How to email a Giving Statement from the Donor's record.
Written by
MaryEllen Elliott
Updated over a week ago
Integrations
Ministry Sync Import
How to Import your Event from Ministry Sync.
Written by
MaryEllen Elliott
Updated over a week ago
Star Financial - Give Savvy contact information
How to contact Star Financial about the Give Savvy product for online giving.
Written by
MaryEllen Elliott
Updated over a week ago
eGiving.com - online giving
Instructions on how CoolFocus and eGiving (or any Ministry Brands product) integrate.
Written by
MaryEllen Elliott
Updated over a week ago
eGiving.com - Fund Mapping
How to map your funds from eGiving.com (or any Ministry Brands product) to CoolFocus
Written by
MaryEllen Elliott
Updated over a week ago
eGiving.com - why is it creating duplicate Donor records with fake email addresses?
Written by
MaryEllen Elliott
Updated over a week ago
Give Savvy - online giving
Instructions on how CoolFocus and Give Savvy integrate.
Written by
MaryEllen Elliott
Updated over a week ago
Give Savvy - Sources list
How to get my CoolFocus Sources to display in Give Savvy.
Written by
MaryEllen Elliott
Updated over a week ago
How can I see a list of Contributions imported from eGiving.com?
(or any Ministry Brands product)
Written by
MaryEllen Elliott
Updated over a week ago
How can I see a list of Contributions imported from Give Savvy?
Written by
MaryEllen Elliott
Updated over a week ago
How can I tell if I am on the updated eGiving.com platform?
(or any Ministry Brands product)
Written by
MaryEllen Elliott
Updated over a week ago
FAQs - Donors
How can I add a Correspondence to a group of Donors records?
Create Correspondence after an Advance Search
Written by
MaryEllen Elliott
Updated over a week ago
How can I create a list of "Monthly Donors"?
Written by
MaryEllen Elliott
Updated over a week ago
How can I get a list of Donors that have email addresses?
Written by
MaryEllen Elliott
Updated over a week ago
How can I get a list of Donors that do NOT have email addresses?
Written by
MaryEllen Elliott
Updated over a week ago
How do I get my Mailing Labels to print correctly?
What to do when the alignment is off when printing Mailing Labels.
Written by
MaryEllen Elliott
Updated over a week ago
How do I change the Credit Account assigned to a Fund?
Written by
MaryEllen Elliott
Updated over a week ago
How do I change the Fund a contribution is assigned to?
Written by
MaryEllen Elliott
Updated over a week ago
How do I delete a contribution?
Written by
MaryEllen Elliott
Updated over a week ago
How do I enter Baby Bottle contributions?
Written by
MaryEllen Elliott
Updated over a week ago
How do I enter contributions from organizations like United Way?
Using the Sponsored Person field to soft credit a Donor for an organizations contribution.
Written by
MaryEllen Elliott
Updated over a week ago
How do I find a Donor that doesn't show up in QuickFind?
Written by
MaryEllen Elliott
Updated over a week ago
How do I get a list of Donor records labeled "Do Not Solicit"?
Creating a list of Donor records that have the "No Solicitation" box checked.
Written by
MaryEllen Elliott
Updated over a week ago
How do I get a list of Donors who gave to a certain Source?
Written by
MaryEllen Elliott
Updated over a week ago
How do I record fees on contributions received on-line?
Describes how to enter the fees associated with contributions from on-line companies such as eGiving or Star Financial.
Written by
MaryEllen Elliott
Updated over a week ago
How do I refund a contribution?
Written by
MaryEllen Elliott
Updated over a week ago
How do I take a name off the "mailing list"?
Using the "No Solicitation" box on the Donor's record.
Written by
MaryEllen Elliott
Updated over a week ago
Why does a contribution not show up in receipts?
Written by
Jonathan Marbutt
Updated over a week ago
NCOA/CASS Information
Written by
MaryEllen Elliott
Updated over a week ago
FAQs - Donors - QuickBooks
Accrual Errors When Importing to QuickBooks
Written by
MaryEllen Elliott
Updated over a week ago
How do I change the Fund and Source after importing to QuickBooks?
Written by
MaryEllen Elliott
Updated over a week ago
How do I reset the CoolFocus - QuickBooks Import Tool?
When I try to import to QuickBooks, I get a message "Access to database not allowed" message.
Written by
MaryEllen Elliott
Updated over a week ago
I added a Contribution to the wrong Donor in CoolFocus, then imported to QuickBooks. What do I do?
Written by
MaryEllen Elliott
Updated over a week ago
I get a "Run Time error '75' Path/File access error" message when using the CoolFocus Import Tool
Written by
MaryEllen Elliott
Updated over a week ago
I recently upgraded to QuickBooks 2016 or 2017 and get an error message when using the CoolFocus Import Tool
Written by
MaryEllen Elliott
Updated over a week ago
QuickBooks Import Errors
Written by
MaryEllen Elliott
Updated over a week ago
QuickBooks Import Error Messages
Written by
MaryEllen Elliott
Updated over a week ago
What if I run a QuickBooks Import from CoolFocus and the Customer is already in QuickBooks under a different name/format?
Written by
MaryEllen Elliott
Updated over a week ago
What if we want to swap from Cash basis to Accrual basis in CoolFocus?
Written by
MaryEllen Elliott
Updated over a week ago
What is the different between Original Total/Count and Current Total/Count on QB extracts?
Written by
MaryEllen Elliott
Updated over a week ago