Donation Director FAQ and Help Support Center

  • Database Backup. Making and sending a backup of your data.
  • Version Update. Update to the latest version of Donation Director.
  • Fiscal Year. Enter a new fiscal year.
  • Solicitation Letter. Creating a solicitation Letter to merge with a report export.
  • Name Badges. Creating name badges or other label type correspondence to merge with a report export.
  • Excel Export (Simple). The steps to create a simple Excel export.
  • Financial Criteria Fields. A Listing of merge fields that go with each report type.
  • Entering a Donation. Steps to enter a Donation transaction.
  • Entering a Pledge. Steps to enter a Pledge transaction.
  • Posting a batch. Steps to posting a batch.
  • Office 2007 Formatting Issues. Steps to correct an issue associated with Word 2007 that changes document formatting.
  • Credit Card Processing (X-Charge). Entering a donation using a credit card.
  • Credit Card Processing (X-Charge). Entering a pledge using a credit card.
  • Credit Card Processing (X-Charge). Entering a pledge payment using a credit card.
  • Accounting Interface Setup. Help setting up your chart of accounts in Donation Director.

    • Donation Director Components

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