BasicFunder Premier
User Manual Table of Contents
OVERVIEW OF BASICFUNDER PREMIER...........................................
INSTALLING BASICFUNDER PREMIER...............................................
Installing from a CD-ROM.............................................................. Installing from a downloaded file...................................................... OPENING BASICFUNDER PREMIER....................................................
Main Screen................................................................................. Getting Started............................................................................ Setting up your database.............................................................. ADMINISTRATION..............................................................................
Agency Information...................................................................... Users/Passwords........................................................................ Merge Names and Donations......................................................... Name and Address Import............................................................Check/Repair Data....................................................................... Database location......................................................................... Check for Update Software............................................................SETUP...............................................................................................
Titles........................................................................................... Groups........................................................................................ Countries..................................................................................... States/Provinces.......................................................................... Cities.......................................................................................... Letters/Receipts........................................................................... Appeals....................................................................................... Events......................................................................................... In-Memory/Honor Of...................................................................... Payment methods........................................................................ Donation types............................................................................. Funds......................................................................................... ENTERING RECORDS AND RECORDING DONATIONS.........................
Names/Donations......................................................................... Search by Name.......................................................................... Adding a new individual................................................................. Adding new organization............................................................... GROUPING INDIVIDUALS AND ORGANIZATIONS...............................
Importance of grouping individuals & organizations in your database. Assigning individuals & organizations to a group............................. Removing from a group................................................................. RECORDING DONATIONS..................................................................
Donation form..............................................................................Recording donations.....................................................................Recording other income................................................................Recording pledges.......................................................................Editing a donation........................................................................Canceling a donation....................................................................Voiding a donation........................................................................Recording an in-kind donation........................................................ANNUAL RECEIPTING........................................................................
Steps to Annual Receipting........................................................... Donor Setup for Annual Receipting................................................ Donation Entry for Annual Receipting.............................................Print Unprinted Letters for Annual Receipting.................................. Year End – Annual Receipts Generation........................................ Reprint Annual Receipts............................................................... RECURRING DONATIONS..................................................................
Setup Recurring Donation.............................................................. Create Donations from Recurring Donations.................................... Processing Recurring Donations.................................................... PLEDGE TRACKING............................................................................
Setup of Appeal/Pledge................................................................. Setup Donors’ Pledges.................................................................. Pledge Summary Report............................................................... VIEWING DONATION HISTORY..........................................................
Profile report of a single donor........................................................ Creating donor notes..................................................................... Statistics..................................................................................... CREATING THANK YOU LETTERS AND RECEIPTS..............................
Letters/Receipts........................................................................... Overview of thank you letters.......................................................... Naming thank you letters.............................................................. Writing thank you letters............................................................... Merging donation information into your letter................................... Letters with official built-in tax receipts............................................ Starting Receipt Number Setup...................................................... Printing your thank you letters and tax receipts............................... Printing Letter/Receipt Office Copies.............................................. Replacing lost tax receipts............................................................ Previously printed thank you letters and tax receipts........................ STATEMENTS....................................................................................
Donor Statement (Donations)......................................................... Donor Statement (Receipts).......................................................... MAILINGS..........................................................................................
Direct Mail................................................................................... Email Broadcast........................................................................... Direct Mail Labels......................................................................... VIEWING AND PRINTING DATABASE REPORTS.................................
Reports....................................................................................... Daily Donations Reports................................................................ Deposit Report............................................................................. Allocated Funds – Detailed Report................................................. Allocated Funds – Summary Report............................................... Unprinted Letters/Receipts Report.................................................. Tax Receipts – Pending Report...................................................... Tax Receipts - Posted Report........................................................ Event – Detailed Report................................................................. Event - Summary Report............................................................... Group Donor List Report................................................................ Appeal Donor List Report............................................................... Appeal Analysis Report................................................................ In-Memory/In-Honor of – Detailed Report......................................... In-Memory/In Honor of - Summary Report....................................... Donation Type – Detailed Report.................................................... Donation type - Summary Report................................................... In-Kind Donations Report............................................................... In-Kind Donations By Event Report................................................. PRINTING MAILING LABELS...............................................................
Labels.......................................................................................... By Donation Date.......................................................................... By Total Donation Amount............................................................. By Fund....................................................................................... By Donation Type.......................................................................... By Event....................................................................................... By Group...................................................................................... By In-Kind Donations By Event....................................................... By In-Memory/In-Honor Of.............................................................. CREATING YOUR OWN LISTS.............................................................
User created lists.......................................................................... Create a new list............................................................................ Selecting a subject........................................................................ All Donations................................................................................. Last Donation................................................................................Total Donations.............................................................................. Group & Total Donations................................................................. Fund & Total Donations.................................................................. Donation Type & Total Donations.................................................... All Names & Addresses.................................................................Select A List................................................................................. Choose fields................................................................................. Sort sequence............................................................................... Limitations.................................................................................... Operators Box............................................................................... Preview & Export........................................................................... Creating a mail merge list for your word processor............................ Creating a mailing list for a mailing house or commercial printer......... MAINTAINING YOUR DATABASE..........................................................
Removing duplicate records............................................................. Duplicate warning message............................................................. Deleting a record............................................................................ Merging two records....................................................................... Voiding donations........................................................................... Removing a record from mailings..................................................... Backing up your data...................................................................... Using BasicFunder Premier's built-in Exit/Backup facility................... Reinstalling your data from a backup................................................ Software support available............................................................... Upgrades of BasicFunder Premier.................................................... ABOUT BASICFUNDER PREMIER.........................................................
Copyright....................................................................................... System requirements of BasicFunder Premier................................... BasicFunder Premier license agreement........................................... 
