Donor Management

Donor records, giving history, and contribution statements

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

Customizing Email Templates: Gift Receipts and Confirmations, New Donors, Recurring Gifts and Expiring Cards

You have total control over email messaging! Customize your heart out.

Written by Kacie Frazier
Updated over a week ago

How to: Virtual Terminal

Assist givers by processing a gift on their behalf

Written by Drew Penfield
Updated over a week ago

Donor Management Overview

Written by Drew Penfield
Updated over a week ago

Resend or Print Receipts

How to resend or print a gift/payment receipt.

Written by Drew Penfield
Updated over a week ago

Recurring Gifts: How to Manage & Modify

Need to edit a recurring gift on behalf of a giver? Here's how!

Written by Kacie Frazier
Updated over a week ago

Managing Refunds

One of our givers needs a refund. What should I do?

Written by Drew Penfield
Updated over a week ago

View Donor 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 Donor's Profile

How to edit a donor’s profile from the manager portal.

Written by Drew Penfield
Updated over a week ago

Merge Donor Profiles

How to clean up duplicate donor 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

How to: Resetting a Donor's Password

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

Written by Drew Penfield
Updated over a week ago