# Donor Profile Page The donor profile page provides a comprehensive view of an individual donor's information, sponsorships, payment methods, activity logs, and donation history. This centralized dashboard allows administrators to manage all aspects of a donor's relationship with your organization. To get to the donor profile page click on the eye icon in the action column of the donors table to be redirected to that donor's profile page.

The donor profile page is segmented into the sections below. * Donor Profile * Household Members and Related Contacts * Overview tab * Activity log tab * Transactions tab * Tax Summary tab * Notes tab * Files tab * Wealth Insights ### Donor profile The donor profile displays all the personal information collected from the donor.

From here you can view the status of the donor (active or archived), the day he joined, how much he has donated, and his personal information. From the profile section you can also edit the donor by clicking the "**Edit donor**" button. This open up the drawer with the donor form pre-filled with the donor details.

From this same drawer you can archive or restore the donor depending on the status of his account. You can add files to the donor's profile by clicking the "**Files**" button. This opens up a drawer where you can upload the files.

From this same drawer you can set the profile picture for the donor. To do this, click the three horizontal dots next to the filename on the preferred uploaded picture and select **"Make profile"**.

You can also add notes to the donor's profile by clicking the "**Notes**" button. ### Household Members and Related Contacts

The household members section shows you the donors that share a household with this particular donor while the Related Contacts section shows you the donors related to this donor but do not belong to his household.. To add a donor to this donors household or as a related contact, simply add by selecting the donor and their relationship in the household. > **Note**: *If you add the donor to another donor that does not belong to any household, then a new household will be created with the donor whose profile you are viewing as the primary contact.* ### Overview tab ### Add Donation and Add Sponsorship This section allows the admin to add a donation to a commitment or to create a new sponsorship for a donor.

#### Add Donation To add a donation to a commitment that a donor has, click the "**Add Donation**" button. This will open up a drawer with the necessary fields to input to make the donation.

From this form you can input data for the following fields: * **Date**: If you want to charge the donation on a particular date. If you wish to charge immediately, leave this field blank * **Designation**: The recipient you want to donation to be allocated to. * **Amount**: The amount you want to donate. * **Payment method**: Choose a payment method from check, cash, paypal, credit card, wire transfer, external processor. * **Result**: Any remarks you wish to add to the donation. * **Add Soft Credit**: Acknowledge individuals or entities that influenced or should be credited for a donation.. #### Add Sponsorship To create a new sponsorship for a donor, click the "**Add Sponsorship**" button. This will open up a drawer with the necessary fields to input to add a new sponsorship. The first step of the form will require you to select a recipient to sponsor. This list has all the available recipients from all programs. After selecting a recipient, click load to reveal the other form fields.

From the second part of the form you can input data for the following fields: * **Amount**: The amount you want to donate. * **Payment method**: Choose a payment method from check, cash, payPal, credit card, wire transfer, external processor. * **Payment Frequency**: This is the interval you want the payments for the sponsorships to be made. * **Next Payment Due**: This is the date you wish the next payment for this sponsorship to run or be charged. ### Current Sponsorships This section lists all the recipients that the donor is sponsoring with recurring donations.

Each sponsorship cards shows the following; * Name of the recipient being sponsored. * The amount donated to the recipient. * The frequency of the donations. * Status of the sponsorship. Whether the payment is due or active. * Date of the next donation charge. The sponsorship card have to additional functions that include; * **Archiving a sponsorship** This is the pause button on the right side. From here you can archive a sponsorship. This action will pause the donations that the recipient receives from the donor and also remove the sponsorship from the current sponsorship list. * **Adding a payment** This is the plus button on the right side. This action adds a one time donation to the sponsorship. Clicking this button opens up a drawer to fill in the preferred date of payment, amount and payment method to complete the transaction.

### Payment Methods The payment methods section displays the donors payment methods. This can be one of two methods. Either a credit card or a PayPal email depending on what [payment gateway](/guides/getting-started/quick-start-guide/payment-gateways.md) is activated.

You can edit the payment method by click the pencil icon on the right. This will open up a dialog to edit the donors payment method.

### Archived Sponsorships. This section lists all the sponsorships archived from the current sponsorships. To restore the sponsorship back to current sponsorships click the "Restore" button.

### Activity log tab. This section shows the activities connected to the donors account like archiving or restoring a sponsorship, sending a message to a recipient, donation to a recipient etc.

### Transactions tab This section shows the donations made by the donor in donation history table and the soft/hard credits of the donor.

The table shows following details; * Date the donation happened. * Type of donation (Donation or sponsorship). * Designation that received the funds. * Method of payment. * Result of the transaction (successful or failed) * Amount donated. From the donations table you can refund funds to a donor by scrolling to the right of the table till you see a back arrow. Clicking this will prompt you to refund the funds the donor.

You can also check the current status for transactions like ACH that take a while to reflect by using the recycle icon to refresh the status of the donation transaction to its current state. You can find this functionality at the far right of the donor's donations history table.

You can as well edit the donation by clicking the amount.

The Soft / Hard Credits tab shows the following totals; * **Hard Credit Total** This represents the actual donation amount directly attributed to the donor's account. This is the primary credit that appears on the donor's record. * **Soft Credit Total** This represents a secondary attribution of a donation to another individual or entity, such as a household member, matching gift, or tribute. The actual donation remains as a hard credit to the original donor. * **Influenced Total** This represents the sum of all donations that were influenced by this donor such as through donor-advised funds or when acting as a solicitor. This shows the broader impact of the donor's influence on giving. ### Tax Summary tab This section shows the tax summary for the donor. It basically provides a summary of the donor's donations in a particular year with the total donations made in that year.

From the tax summary, you are able to export it to a CSV file or save it as PDF by using the "**Export CSV**" and "**Save to PDF**" buttons respectively. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.helpyousponsor.com/guides/core-features/donor-management/donor-profile-page.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.