Donor Management

Manage your donors and supporters like a pro.

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28 articles in this collection
Written by Angelina Pavone, Tony Sasso, and Crystal Sprague and 2 others

View a Supporter's Recent Email Activity

How to view a Supporter's recent email activity. See if emails have been delivered, opened, or clicked.
Written by Angelina Pavone
Updated over a week ago

4 tips for a successful and stress free year-end!

Another year is almost successfully wrapped up! Here are a few quick tips as you close out your amazing year ; )
Written by Tony Sasso
Updated over a week ago

Resend Yearly Donation Summary

One your Yearly Donation Summary Automated email has been sent, you can resend individual donation summaries from the supporter's profile.
Written by Angelina Pavone
Updated over a week ago

Migration of Fundraiser and Fundraising Team Historic Data

How to migrate historic campaign data for fundraisers and teams
Written by Crystal Sprague
Updated over a week ago

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 over a week ago

Add Supporter Notes

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

Supporter Tags

How to create and filter supporter tags.
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 Supporters 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

Supporter Portfolio & Assignment

What is a Supporter portfolio? How to assign a supporter 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 Supporter 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