OccamEvery person in your donor list has a profile that brings their giving, event tickets, auction bids, notes and tasks together in one place. To open one, go to Donors in the sidebar and select a name.
The cards are described here in the order they appear, top to bottom.
At the top
The donor's name, email and phone, and their total given: the sum of their successful gifts, less anything refunded.
The Year-end statement link under the total opens a printable statement of last year's gifts.
AI Donor Summary
Select Generate for a short written summary of who this donor is, their giving and any follow-ups. It's written from their name and email, pipeline stage, their 20 most recent successful gifts, their memberships, your five latest notes and their open tasks. Occam sends those details to an AI service to write it.
The summary is saved on the profile for your whole team, with the date it was made. It doesn't update itself, so select Regenerate after anything changes. Because it reads only the last 20 gifts, the total it mentions can be lower than total given for a long-time donor.
Household and Relationships
Household groups people who give together. Pick one from Assign to existing household…, or select + Create new household. Remove takes the donor out of it.
Relationships links this donor to another record, such as a spouse or employer. Select + Add, choose the person and the type, and tick Receives soft credit on gifts if you want that noted. Soft credit is a label only; it isn't added to anyone's totals. A relationship shows on this profile, not on the other person's.
Custom Fields
This card appears once an admin has set up custom donor fields. Select Edit next to a field to fill it in.
Recurring Gifts
Every monthly gift this donor has, marked Billed by Stripe or Collected offline. Use Add Recurring Gift for a gift they send you themselves each month, like a standing order. See Monthly giving.
Contact Information
Name, email, phone and text message opt-in. Change them and select Save Changes. See Add and edit donors.
Major Donor Pipeline
Choose a Pipeline Stage: Prospect, Cultivation, Solicitation or Steward. It saves as soon as you pick one.
Notes and Tasks
Type a note and select Add Note. Notes can't be edited or deleted afterwards.
To add a task, describe it, add a due date if you like, choose someone from Assign to (optional), and select Add Task. Tick a task to mark it done. Open tasks assigned to you also appear under My Tasks in the sidebar.
Donations
Every gift, with its campaign, amount, date, payment method and status. From here you can:
- Add a check, cash or other offline gift with Record Gift. See Record an offline gift.
- Track an employer match with + Match.
- Refund an online payment with Refund. Only owners and admins can refund. See Refund a payment.
The print letter link on this card makes a PDF letter for this donor.
Event Tickets and Auction Bids
These cards appear only when the donor has tickets or bids. Tickets show the event, quantity, amount, ticket code and status.
Won appears next to every bid on an item that has been paid for, including bids from people who were outbid. Check the auction itself to see who won.
Good to know
- The profile doesn't show memberships, pledges or volunteer hours. Find those under their own tools in the sidebar.
- There's no way to delete a donor or merge two profiles from the dashboard.