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Donor Management & Engagement
Donor Management & Engagement
Donor records, giving history, contribution statements & more
13 articles in this collection
Written by
Kacie Frazier
and
Lindsey May
Donor Management
Donor Management Overview
Written by
Lindsey May
Updated over a week ago
Add New Giver Profiles
How to add a new giver to your system.
Written by
Lindsey May
Updated over a week ago
View Donor Profiles
View a giver’s transactions, payment profile information, and recurring gift schedule.
Written by
Lindsey May
Updated over a week ago
Edit a Donor's Profile
How to edit a donor’s profile from the manager portal.
Written by
Lindsey May
Updated over a week ago
Merge Donor Profiles
How to clean up duplicate donor accounts.
Written by
Lindsey May
Updated over a week ago
Resend or Print Receipts
How to resend or print a gift/payment receipt.
Written by
Lindsey May
Updated over a week ago
How to: Virtual Terminal
Assist givers by processing a gift on their behalf
Written by
Lindsey May
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
Lindsey May
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
Lindsey May
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
Lindsey May
Updated over a week ago
Engaging with Donors
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