👫 Fundraising is personal and built on relationships.
The relationship you develop with your donors is crucial to the lifetime value of donors. One of the best ways to make sure each donor has a personal connection and relationship with your organization is to create donor portfolios.
A donor portfolio is a customized list of donors that is assigned to you or to any member of your team.
Access your portfolio
1) To access your portfolio, navigate to your Donors from the Sidebar menu.
2) From Donors, click My Portfolio in the Top bar menu.
Assign donors to a portfolio
There are several ways to assign a donor to a portfolio.
From a Donor Report - To add a donor to your portfolio (or assign to another team member's portfolio), select the assignment dropdown on any donor card.
From the Donor Profile - You can also assign a donor from their donor profile. From the donor profile, click Interactions in the Top bar menu, and then select an assignment.
To unassign or remove a donor from your portfolio, follow the steps above, but select "Unassign" in the assignment dropdown.
✨ You can also automatically assign donors to a portfolio based on the types of donations they make! Learn how to create a Task Automation! It's pretty magic. ✨