GiftMaker Pro Product Tips

Prospect Rating System Tips
Set up your rating system, calculate the ratings and rankings for your constituents, and find your reports quickly and easily. Last updated 11/2005.

• Prospect Rating System Tips Adobe Acrobat (PDF 279K)
• Prospect Rating System Tips Microsoft Word (DOC 106K)

Gift Range Analysis
Calculate cumulative totals of giving by a donor within a specific date range that does not match his or her fiscal year with this report. Last updated 09/2004.

• Gift Range Analysis Adobe Acrobat (PDF 82K)
• Gift Range Analysis Microsoft Word (DOC 2.88M)

User Defined Retrievals
Search on your non-primary classification codes with this report. Last updated 09/2004.

• User Defined Retrievals Adobe Acrobat (PDF 112K)
• User Defined Retrievals Microsoft Word (DOC 70K)

Detailed Gift Analysis
Find detail of individual gifts, graph data about donations, and donor count with this report. Last updated 09/2004.

• Detailed Gift Analysis Adobe Acrobat (PDF 149K)
• Detailed Gift Analysis Microsoft Word (DOC 6.76M

Adding Staff Members to the Staff Table
Ensure all your users can set up their own preferences by adding them to your Staff Table. This will also allow you to use GiftMaker Pro's security features.

• Adding Staff Members to the Staff Table Adobe Acrobat (PDF 180K)

Security Settings
You can use GiftMaker Pro's Security feature to limit a user's access to certain information and/or prevent the user from adding or altering information in the GiftMaker Pro database. Learn how to fully use these security features.

• Security Settings Adobe Acrobat (PDF 166K)

Word Merge
Use GiftMaker Pro and Microsoft Word together to generate your donation thank you letters.

• Word Merge Adobe Acrobat (PDF 296K)