Donor Management

Manage your donors and supporters like a pro.

23 articles in this collection
Written by Mia Winn, Tony Sasso, and Justin Wheeler

Wealth Screening Redemption

Received a voucher for wealth screenings? Great! Here's all you'll need to submit your info.
Written by Mia Winn
Updated this week

Add Supporter Notes

How to add notes to supporters
Written by Tony Sasso
Updated over a week ago

Find a Supporter

What's the quickest way to find a donor or supporter? How to search for a supporter.
Written by Tony Sasso
Updated over a week ago

What is a Soft Credit?

What are soft credits? How to add a soft credit to a donation.
Written by Tony Sasso
Updated over a week ago

Add a Supporter

How to manually add a new supporter.
Written by Tony Sasso
Updated over a week ago

Donor Management tutorial VIDEO

Watch and learn how to find, manage, and maximize your donor database with the Funraise CRM.
Written by Tony Sasso
Updated over a week ago

Migrate Historic Donors and Donations

How to migrate historic donors and donations into Funraise. Data migration.
Written by Tony Sasso
Updated over a week ago

Donor Wealth Screening

Understanding your donor wealth data
Written by Justin Wheeler
Updated over a week ago

What does Propensity to Give mean (P2G)?

Understanding your wealth data
Written by Justin Wheeler
Updated over a week ago

Resend a Donation Receipt

How to resend a donation receipt to a donor.
Written by Tony Sasso
Updated over a week ago

Can I Pause a Recurring Donation?

How to pause a recurring donation until a future date.
Written by Tony Sasso
Updated over a week ago

Edit or Cancel a Recurring Donation

How to edit the amount or card information for a recurring donation. Cancel or stop a recurring donation. Recurring subscription settings.
Written by Tony Sasso
Updated over a week ago

Donor Portfolio & Assignment

What is a donor portfolio? How to assign a donor to your portfolio.
Written by Tony Sasso
Updated over a week ago

Add Donor Interactions

How to add a record of an interaction with a donor. Log phone calls, emails, or communication with donors.
Written by Tony Sasso
Updated over a week ago

Filtering Supporter Reports

How to add filters to supporter lists. Create donor reports and segments. What filters can you use with supporters?
Written by Tony Sasso
Updated over a week ago

Save a Supporter Report

How to save a dynamic list of supporters. Save a donor segment. Saved lists.
Written by Tony Sasso
Updated over a week ago

Access the Full Supporter Profile

Access, edit, change the contact information for a Supporter. See a donor's donation history. Add interactions. Access recurring settings.
Written by Tony Sasso
Updated over a week ago

Merge Duplicate Donors

How to handle duplicate donors or contacts. What to do when the same donor has two profiles.
Written by Tony Sasso
Updated over a week ago

Export a Supporter Report

How export any list of donors to a CSV file.
Written by Tony Sasso
Updated over a week ago

Edit Donor Contact Information

Edit the name, institution, email, phone, address, and email subscription for donor.
Written by Tony Sasso
Updated over a week ago

Can I Delete a Donor?

Can I delete a donor or contact? Can I delete a donor profile?
Written by Tony Sasso
Updated over a week ago

Migrate Current Recurring Subscriptions From Stripe

How to migrate your current recurring subscriptions from Stripe.
Written by Tony Sasso
Updated over a week ago

Migrate Current Recurring Subscriptions From WePay

How to migrate your current recurring subscriptions from WePay.
Written by Tony Sasso
Updated over a week ago