Donor Management

Donor records, giving history, and contribution statements

9 articles in this collection
Written by Drew Penfield and Kacie Frazier

Managing Givers - Overview

What do I do with all these new givers?

Written by Drew Penfield
Updated over a week ago

View Giver Profiles

View a giver’s transactions, payment profile information, and recurring gift schedule.

Written by Drew Penfield
Updated over a week ago

Add New Giver Profiles

How to add a new giver to your system.

Written by Drew Penfield
Updated over a week ago

Edit a Giver's Profile

How to edit a giver’s profile from the manager dashboard.

Written by Drew Penfield
Updated over a week ago

Merge Giver Profiles

How to clean up duplicate giver accounts.

Written by Drew Penfield
Updated over a week ago

How to Generate Givers' Contribution Statements

Written by Kacie Frazier
Updated over a week ago

Manage Giver Payment Profiles

View, add, and edit payment profiles for givers.

Written by Drew Penfield
Updated over a week ago

Reset a Giver's Password

As a manager, help your giver log in to their account.

Written by Drew Penfield
Updated over a week ago

Import Donor Records

Donor Importer: Bring your giving records with you!

Switching from another giving platform is easier than ever.

Written by Kacie Frazier
Updated over a week ago