> For the complete documentation index, see [llms.txt](https://docs.helpyousponsor.com/guides/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.helpyousponsor.com/guides/core-features/donor-management/donor-profile-page.md). # Donor Profile Page Use the donor profile page when you need to understand a donor relationship, review giving history, update donor details, manage commitments, or take the next stewardship action from one record. Open a donor profile from the [Donors Table](/guides/core-features/donor-management/donors-table.md). Select a donor row or use the row action that opens the full donor profile.

The donor profile page brings giving highlights, activity, commitments, payment readiness, and record details into one workspace.

Animated walkthrough of the donor profile page

Walkthrough: opening a donor and reviewing their profile and activity.

## Decide What Needs Attention Start with the **Overview** tab when you want to know what needs follow-up before you edit anything. The highlights section can show: * giving this year, last year, and lifetime giving * active commitments and commitments that need attention * payment readiness, including card, bank account, PayPal, or payment link status * communication readiness, including email and SMS readiness * next touch or recent relationship activity * household and related-contact context Below the highlights, the overview shows recent activity, current sponsorships or commitments, payment methods, and archived sponsorships when they exist. ## Use Header Actions Use the action buttons at the top of the profile when you are ready to act on the donor record. Depending on your account settings and permissions, the header can include: * **Compose email** or **Send Email** for donor outreach * **Send SMS** when SMS messaging is enabled and the donor can receive SMS * **Handwritten note** when Handwrytten mailings are enabled * **Add donation** for a one-time gift or commitment payment * **Add sponsorship** for a new recurring commitment * **Edit donor** for the full donor form * **Files** for donor uploads and profile images * **Notes** for adding a donor note * **New task** when tasks are enabled Some actions are hidden or disabled when the donor is archived, the donor is missing required contact information, a payment gateway is not configured, or your role does not include the needed permission.
Animated walkthrough of adding a donation from the donor profile

Walkthrough: recording a donation from the profile header — amount, designation, and an offline payment method (Check).

## Update Record Details Use the right-side **Details** rail when you need to check or update key donor values without leaving the profile. The details rail can include: * relationship manager assignment * name, email, phone, address, and communication preferences * tags * custom donor fields * household members * related contacts If your role can manage donors, simple fields can be edited directly from the rail. Longer or more complex donor fields remain available from the full **Edit donor** drawer. Use **Show all values** when the rail only shows the first set of custom fields. Use **Household** and **Relationships** from the rail when you want to manage people connected to the donor without leaving the donor record. The **Comments** rail is marked private beta when donor comments are not enabled for your account. ## Work With Commitments And Payment Methods Use the overview commitments section when you need to review active sponsorships, check whether a payment is due, add a commitment payment, or pause a commitment. The current commitments area shows the amount, frequency, payment state, and available commitment actions. Archived commitments appear separately and can be restored when your role allows it. Use **Payment Methods** when you need to add or update the donor payment method. Available payment options depend on the payment gateways configured for your organization. ## Review Activity And Emails Use **Activity** when you need the donor timeline. Activity can include donations, notes, sponsorship changes, manual interactions, synced email, and calendar touchpoints depending on your account settings. Use **Emails** when email and calendar sync is enabled and you want to review donor email interactions separately from the full activity timeline. If manual interactions are enabled, admins with access can log an interaction from the profile. If imports are enabled, interaction imports can also be started from the activity workflow. ## Review Transactions And Credits Use **Transactions** when you need to confirm gifts, export donation history, edit a donation, refresh a pending payment status, refund an eligible card transaction, or review soft and hard credit totals.

The Transactions tab shows the donor donation history, credit summary, export controls, and the same record details rail.

The **Donation History** tab shows donation details such as designation, program, type, date, payment method, result, amount, and acknowledgement status when available. The **Credits Summary** tab summarizes hard credits, soft credits, and influenced totals. Use it when you need to understand how a donor is credited for gifts that may involve another donor, household member, matching gift, donor-advised fund, tribute, or solicitor relationship. ## Prepare Tax Summaries Use **Tax Summary** when you need a donor giving summary for a year. Tax summary rows exclude refunded, failed, and non-tax-deductible donations. The summary can be printed, saved, exported to CSV, or sent through the available mailing path when your account has that workflow configured. If the donor belongs to a household and your role can view household data, the tax summary area can show both **Individual** and **Household** views. ## Manage Notes And Files Use **Notes** when you need to add, review, filter, or export notes connected to the donor. Notes can be permission-gated, so you may only see this tab if your role can view or manage notes. Use **Files** when you need to review donor uploads or manage donor files. Uploaded image files can also be used as the donor profile picture when your role allows file management. ## Permissions Your role controls what you can see and do on a donor profile. Donor editing, notes, files, activity logs, household management, email, SMS, tasks, payment methods, refunds, exports, tax summaries, and donor intelligence features can all be permission or feature-gated. ## Related Guides * [Donors Table](/guides/core-features/donor-management/donors-table.md) * [Add Donor](/guides/core-features/donor-management/add-donor.md) * [Household Table](/guides/core-features/donor-management/household-table.md) * [Donor Duplicate Detection](/guides/core-features/donor-management/donor-duplicate-detection.md) * [Wealth Insights](/guides/core-features/donor-management/wealth-insights.md) * [SMS Messaging](/guides/core-features/communication-tools/sms-messaging.md) * [Print Mailings](/guides/core-features/communication-tools/print-mailings.md)