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  1. Giving Help Desk
  2. Donor Management & Engagement
  3. Donor Management

Donor Management

  • Customizing Email Templates: Gift Receipts and Confirmations
  • Donor Management Overview
  • View Donor Profiles
  • Add New Giver Profiles
  • Edit a Donor's Profile
  • Merge Donor Profiles
  • Resend or Print Receipts
  • Manage Giver Payment Profiles
  • Managing Refunds
  • Recurring Gifts: How to Manage & Modify
  • How to: Resetting a Donor's Password
  • How to: Virtual Terminal