Tired of manually tracking supporter information, and wondering how a donor database can benefit your nonprofit? In this article, I'll explain why a solid donor database is vital to your fundraising success. I'll also share how Donorbox makes it easy to build strong donor profiles, segment supporters, and manage donor records.
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Donor databases and donor profiles help you effectively store valuable data, personalize your outreach, and build long-term relationships with your supporters.
Platforms like Donorbox offer helpful tools to simplify the process of managing donor records and segmenting supporters based on key characteristics, including:
Below, I’ll share how a donor database and donor profiles can improve your outreach and retention efforts. I’ll also walk you through key donor management features available with Donorbox.
Having a solid donor database helps you effortlessly store and sort valuable donor data.
This enables your nonprofit to cultivate lasting relationships with supporters, increase retention, and secure more donations that fuel your mission.
Optimal donor management tools let you segment your donors based on shared traits, so your outreach feels meaningful, timely, and personal.
Let’s look at how Donorbox’s donor management tools help.
Donorbox makes it easy for you to segment supporters and export CSV files for effective stewardship. Navigate to the “Supporters” page to search and sort supporters based on predefined criteria, as shown below:
Build a Strong Donor Database with Donorbox
Easily search for first-time donors or identify new ones using the “First Donation” filter to elevate your stewarship.
To identify supporters who haven’t given in a while, use the “Last Donation” filter. This supports your retention efforts if you’re planning to send win-back emails.
To identify and re-engage lapsed donors, use the LYBUNT (Last Year But Unfortunately Not This Year) and SYBUNT (Some Year But Unfortunately Not This Year) filters.
Locate these filters by selecting “More Filters” and clicking on the “Donation History” dropdown.
Analyze individual donor profiles by clicking on each supporter to view all their contact and donor information, recurring plan details (if any), event ticket transaction history, and more.
This is also where you can add offline donations for a specific supporter.
At the top of each profile, view a yearly summary of their total contributions, which is handy for tax reporting purposes.
To update a donor’s basic information, click on “Supporter Details.” Then click on the edit icon to update their details.
Plus, add “Supporter Notes” to keep track of any additional donor information, such as family members and specific interests.
Pro tip: Keep track of supporter notes and reference them before having a conversation with your donor. This shows them how much you value their support, so you can form a better long-term connection.
Donor databases and donor profiles help you effectively store donor and donation data for improved outreach. It also improves your efficiency by streamlining your workflow and keeping all data in one place for easy access.
Donorbox is a leading fundraising and donor management platform, with robust features that help you fundraise smarter and deepen supporter relationships.
Sign up for free to start fundraising in minutes.
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