Use the Donor Profile

Efficiently and thoroughly evaluate donors' suitability for major gifts requests.

USER PERMISSIONS NEEDED
To use Interest Tags with Fundraising:	Fundraising_Admin permission set group OR Fundraising_User permission set group

The Donor Profile simplifies the process of identifying, qualifying, and managing information on prospective donors. When you're researching prospects, the Donor Profile shows you the information you need to gauge a person or partner's likelihood of making a major gift.

Use the Donor Profile to:

• Determine if a donor qualifies for a specific request and their willingness to give by evaluating a prospect's giving history.
• Tailor discussions and outreach engagements to donors by familiarizing yourself with a donor's background.
• Understand a donor's giving philosophy and habits by reviewing their giving history.
• Track and celebrate a donor's milestones—such as birthdays, graduations, and anniversaries—Use them to personalize communications and build a stronger relationship with the donor.
• Receive alerts on donor communications and activities that enable you to start relevant and timely interactions that further builds your relationship.
• Create interaction summaries that record your communications and engagements with the donor.
• Upload pertinent notes and files on the Notes and Files tab.
• Quickly familiarize yourself with the donor's interests by viewing their Interest Tags.

SEE ALSO:

• Set Up Fundraising
• Interaction Summaries
• Interest Tags
• Events and Milestones
• Record Alerts