donor records
Before recording a donation, a record of the donor who made it needs to be created. There are three ways of doing this. Just click either:
‘New ...
Thu, 16 Feb, 2017 at 10:01 AM
If you have donor records in electronic format, consider uploading in bulk to save time, rather than creating the records individually.
...
Mon, 3 Aug, 2015 at 11:30 AM
There is a primary and unique ‘Fund
Filer’ reference for each donor record. A value here is essential for Fund
Filer to carry out much of its background w...
Fri, 31 Jul, 2015 at 2:45 PM
This page is a master list of all donors in your account. It can be sorted by any of the headings. Clicking twice on a heading reverses the sort. ...
Thu, 16 Feb, 2017 at 3:50 PM
Each donor record starts with a summary page which lists all donations for that person. Fund Filer breaks long lists into pages, with 50 donations to vi...
Thu, 16 Feb, 2017 at 3:57 PM
Even the most carefully run accounts occasionally feature duplicate donor records. This problem needs fixing to ensure the record for a particular donor is ...
Tue, 28 Nov, 2017 at 10:59 AM
Sometimes lists of donors need a declutter! People move on or there have been single gifts from visitors you aren’t expecting to hear from again. The soluti...
Thu, 16 Feb, 2017 at 12:44 PM
Fund Filer has functionality for marking past non-Gift Aid donations for Gift Aid and inclusion in a future claim. This facility is particularly us...
Thu, 16 Feb, 2017 at 4:16 PM
Donors often appreciate a report each year on monies donated to your charity. An end of year letter provides one of the best opportunities of the year to th...
Wed, 29 Nov, 2017 at 12:15 PM