Find Your Donors with Ease
Simply finding your donors shouldn’t be an insurmountable task. On the donor listing screen, you can search by any of the donor’s main attributes, be it their name, address, email, phone, or more. Customize the donor listing to your liking by configuring its display so that only the data you want to see is shown in the columns.
See the Most Important Information First
The most important information about your donors, such as their contact information and any custom tags you’ve applied, is shown “above the fold” so that you don’t have to hunt for what’s most important.
A map of the donor’s location and a 5 Year Giving chart are also available for you to view, providing you with helpful visuals.
Everything About the Donor in One Place
On the second half of the page, you can see all of the additional information that has been entered about a donor, cleanly organized into tabs. These tabs include:
- The donor’s donations
- Additional donor information that isn’t important enough to be at the top of the page
- All letters sent to the donor
- All emails sent to the donor
- Any tasks related to this donor
- Interactions with this donor that you’ve entered.
- Their volunteer history
- And a change log including all of the changes made to this donor’s profile by any user in the last 6 months.
Track Only What You Need
Not every non-profit needs to track the same data. For example, if you’re not a membership based organization, you have no need for fields for “Member Since Date”, “Member Renewal Date”, or “Member Level”. We’ve made it easy for you to turn on or off fields that you may not need. Some examples include:
- Donor “Assigned To” – This is intended to let you assign a donor to a particular staff member, but if you’re a team of one, you don’t need to assign the donor to yourself!
- Donor Country – If your donors all live in the same country, there’s no need to show this field.
- Donor Membership – All membership-related fields can be turned off if they’re not needed.
- Donor Personal Information – Extra fields for things such as Job Title, Marital Status, Nickname and more can be removed.
- Donor Social Media – Social media profiles can be tracked if desired.