Donors

What it is

Records of every donor and household that has given or may give.

Why it matters

Keeps supporter history together so no gift goes unthanked.

When to use it

Staff look up donors, add new ones and review their giving history.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fundraising.

What you see

Donors · click the picture to enlarge

• The list has these columns: Donor, Kind, Email, Phone, Alumni, Contact, Actions. Click a column name to sort by it.

Buttons on this screen

• Find duplicates — does what it says on the button.
• Add a batch — opens a form to add a new one. See Filling in the form below.
• New donor — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Opening a record

Click any row in the list to see everything about it on one page.

Haji Andrew Ryan Bennett · click the picture to enlarge

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