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. Select a donor row or use the row action that opens the full donor profile.
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 giving, with Add Donation for a standalone gift and 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.
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.
Add or update a payment method safely
Confirm that the donor has authorized your organization to use the payment method.
In Payment Methods, select Add Payment Method when no method is saved, or Manage when the donor already has a saved method.
Choose an available card, bank, or PayPal option and enter the details directly in the payment form.
Save the payment method, then confirm that it appears on the donor profile with the expected status.
Payment choices depend on the gateways configured for your organization and on your permissions. A pending bank account may require verification before it can be charged.
Never ask a donor to send a full card number, bank-account number, or security code through email, chat, or a donor note. Do not copy payment credentials into profile fields or notes.
Adding a payment method does not create a donation or a recurring commitment. Complete the appropriate giving workflow after the payment method is ready.
Choose one-time, commitment, or recurring giving
Use Add giving > Add Donation when you need to record a standalone one-time gift. Confirm the designation, amount, gift date, payment method, and acknowledgement choice before saving.
For an eligible saved card, Charge donor [amount] now is available only when the gift date is today or in the past. Selecting it processes a charge. Leaving it unselected records the donation without charging the saved card.
For a payment against an existing commitment, find that commitment under Current Sponsorships and select its Add Payment action. This keeps the payment linked to the commitment and advances its next-payment schedule. Confirm the payment date, amount, method, receipt choice, and resulting next-payment date before completing the action.
Use Add giving > Add Sponsorship when the donor is making a continuing commitment. Choose the recipient or program and select Load. Then confirm the amount, payment method, payment frequency, and Next Payment Due date. Select Save, review the confirmation, and choose Create Sponsorship only when the relationship is correct.
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 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.
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