👫 Fundraising is personal and built on relationships.

The relationship you develop with your supporters is crucial to the lifetime value of supporters. One of the best ways to make sure each supporter has a personal connection and relationship with your organization is to create supporter portfolios. 

A supporter 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 Supporters from the Sidebar menu.

2) From Supporters, click My Portfolio in the Top bar menu.

Assign supporters to a portfolio

There are several ways to assign a donor to a portfolio.

From a Supporter Report - To add a supporter to your portfolio (or assign to another team member's portfolio), select the assignment dropdown on any supporter card.

From the Supporter Profile
- You can also assign a supporter from their supporter profile. From the supporter profile, click Interactions in the Top bar menu, and then select an assignment.

To unassign or remove a supporter from your portfolio, follow the steps above, but select "Unassign" in the assignment dropdown.

✨ You can also automatically assign supporter to a portfolio based on the types of donations they make! Learn how to create a Task Automation! It's pretty magical. ✨

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