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"Thanks!! I love the software and it has made our small charity a delight to manage. I also recommended it to a client, who then purchased the full package and has used it successfully to manage thousands of donors, create very professional letters and significantly improve their operation."
-- Michael D., Trident Consulting Group, Massachusetts
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FAQ's

A:Go to File > Import > FundRaiser Basic

Browse to the folder in which FundRaiser Basic is located then click Open.
Review your Category Codes and then place a check in the box that says This set of codes is Okay and Ready to Import.
Review your Donor Source and then place a check in the box that says This set of codes is Okay and Ready to Import.
Review your Gift Source and then place a check in the box that says This set of codes is Okay and Ready to Import.

Set Defaults Tab:
There are three required fields that will need to be set:

  • Gift Mode: Unfortunately this needs to be one or the other. Most of our customers choose Check.
  • Gift Fund: Default is General Operating Fund
  • Gift Notes: Default is House Note
Once these have been set you can then place a check in the box that says( This Page is okay- ready to Import)

Special Tab: These settings primarily concern special uses of FRBW that some people have used to work around limitations in FRBW. Uncheck any that do not apply to you.

When done, put a checkmark in the check box at the bottom of the page. Then click import. Close when finished.