Donor databases and donor profiles help nonprofits send personalized communication and build long-term relationships with their supporters. Donorbox makes it simple to manage donor records and sort through them based on a variety of factors, including:
- Donor Name
- Email
- Last donation
- Number of donations
- Location
- Fundraising Campaign
- Donor type
On your Donorbox dashboard, just click on “Supporters” to see and sort your nonprofit’s donors. You can add new supporters here too!
Search and Sort Donors
You can also use the search bar located above the list of donors to easily find a specific donor by typing in their name or email address or using the filters on your Supporter Dashboard.
Donor Profile with Yearly Contribution Amount
In addition, you can view each individual donor profile by clicking on the “View” button in the far-right column.
This will bring you to a comprehensive donor profile with a summary of the donor’s contributions and amount donated, as well as a list of all of their donations. On the right, below the donor’s name and email address, you will also find their yearly total contributions, which can come in handy for tax reporting purposes.
Edit and Comment on Donors
To change the information listed in the donor’s ‘Basic Info’, click the ‘Edit’ button in the ‘Basic Info’ section. Some of this information, including nickname, education, and religion, can also be found in the ‘Personal’ tab below. You can click ‘Edit’ and add details or update anything you like.
Immediately below the ‘Basic Info’ section is ‘Supporter Notes’ – this is where you can keep track of any additional donor information, such as family members and interests.
Pro tip: Keeping track of supporter notes and referencing them before having a conversation with your donor can show how much you care about their support and help you form a better long-term connection.
Over to You
Now you know how to navigate your Donor Database and Donor Profiles you can get to work on boosting your relationships and streamlining your team’s workflow!
New to Donorbox? It’s free to join! That’s right – we don’t charge any contract or set-up fees. The platform fee starts at 1.75% and there’s an additional payment processing fee per donation. However, you can easily reduce this fee to 1.5% for most features when you upgrade to our Pro and Premium plans.
Register your organization today to get started!
Donorbox has helped 80,000+ organizations raise over $2 billion in donations. Some of our most popular features include recurring donations, customizable fundraising pages, crowdfunding, peer-to-peer, Events, memberships, QuickDonate™, donor management, and more.
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Laura Catanese
