Donor Management

Manage your donors and supporters like a pro.

+1
24 articles in this collection
Written by Crystal Sprague, Mia Winn, and Tony Sasso and 1 other

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

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