A donor is anyone who contributes to your organisation. The system creates a donor record from donation details, and every one-off or recurring gift links back to this record. The Donors area lets you look up individuals and review their giving history.
Before you start
You need the Donors permission. Go to Reporting → Donors to check your access.
Find a donor
Go to Reporting → Donors.
Search for a supporter by first name, last name, or email address.
Open a record to see their details and giving history.
Donor record details
Donor records are read-only in the dashboard. There's no manual editing, and the dashboard displays the following information.
Group | What it holds |
Name | Title, first name, last name |
Contact | Email address, phone number, employer |
Address | Building number, street address, city, state or county, postcode, country |
Giving history | Total donated, lifetime giving, first donation date, most recent donation date |
Preferences | Whether they've subscribed to your mailing list, and their marketing options |
Payment | Saved payment details, used for recurring giving |
Notes | A comment field for your own internal notes |
Edit a donor's details
Open the donor from the Donors list.
Update their details and save.
Keeping details accurate matters most for recurring donors and for Gift Aid, where a valid name and address are needed to make a claim. See Gift Aid.
Anonymous giving
Anonymity works at two levels. A donor can make a single donation anonymously to hide their name publicly. You can also hide a donor completely. Open the donor record and toggle Anonymise all payments. This hides their name on all campaign or fundraiser pages.
Anonymity only affects public pages. You always see the donor details in your dashboard records.
Good to know
The system creates donor records automatically from donations. Manual creation isn't supported in the dashboard.
Donor records hold personal data. If a supporter asks for a copy of their data or requests deletion, export their record. See Export data.
You record offline donations against a donor, so their history reflects everything they give. See Offline donations.