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Applications > Donors and Gifts > Modify > Donor Information

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Donor Information


 

Modify Donor Information allows you to set up and edit information on your donors.

This Section Includes:

Filters

Donor Information Grid

Donor Information Update

Donor Information Tab

ACH Accounts Tab

Phones Tab

Emails Tab

Addresses Tab

Demographics Tab

Relationships Tab

Notes Tab

 

Filters

 

You have access to the following Filters:

In the Name field enter your search in the "lastname, firstname" format. You can search for just a first name by starting your search with a comma (e.g., ", James"). The following additional filters are available:

Envelope Number:

Email:

Phone:

Address:

City:

Country:

State:

Postal Code:

Birthdate:

Login:

Click the Search button to display results or the Clear Filters link to reset all filters.

 

Donor Information Grid

 

The Donor Information grid contains the following columns for each donor:

Name:

Gender:

Age:

Email: Hover over the Email  icon to view the email address or click it to begin composing a message in your email client.

Home Phone:

Primary Address:

 

Click the Edit  icon or double-click any donor in the grid to edit their record. You can also click the Add New Donor link to add a new donor (More Information).

Donor Information Update

Choose the Donor Type.

Organization:

Organization Name:

Individual:

Title:

First Name:

Middle Name:

Last Name:

Suffix:

Donor Information Tab

Last Contribution Date:

Email Statement:

PIN:

Envelope Number:

Contribution Note:

ACH Accounts Tab

Add New ACH Account: Click the Add New ACH Account link to add to the list of accounts for the donor.

Account Type: Checking, or Savings

Bank Routing #:

Bank Account #:

Default: * If checked, all new gifts will default to use ACH.

Click the OK button to save the account, or click the Apply button to save the account and continue adding more accounts.

Phones Tab

Add New Phone: Click the Add New Phone link to add to the list of phones for the church.

Phone Type: Choose from the drop-down list.

Phone Number:

ext.:

Unlisted:

SMS:

When finished click the Save button to save the phone information that has been added or changed, or the Close link to to leave the page without saving any changes and return to the previous page you were on.

Emails Tab

 

Add New Email: Click the Add New Email link to add to the list of emails for the donor.

Email:

Note: Type a note if desired.

Active:

Preferred:

When finished click the Save button to save the email information that has been added or changed, or the Close link to to leave the page without saving any changes and return to the previous page you were on.

Addresses Tab

 

Add New Address: Click the Add New Address link to add to the list of addresses for the donor.

Address Type: Choose from the drop-down list.

Country:

Address Line 1:

Address Line 2:

Postal Code:

City:

State / Province: Choose from the drop-down list.

Primary:

When finished click the Save button to save the email information that has been added or changed, or the Close link to to leave the page without saving any changes and return to the previous page you were on.

Demographics Tab

Date Created:

Salutation:

Birthdate:

Marital Status: Choose from the drop-down list.

Gender: Unknown, Male, Female, or Undefined

Social Security Number:

Date Last Verified:

Relationships Tab

 

Add New Relationship: Click the Add New Relationship link to add to the list of relationships for the church.

Person: Click Person Search  icon and Select a person.

Relationship: Choose the relationship from the drop-down list.

 

When finished click the Save button to save any information that has been added or changed, or the Close link to to leave the page without saving any changes and return to the previous page you were on.

Notes Tab

Enter a note in the field provided if you wish.

Save/Cancel

When finished click the Update button to save any information that has been added or changed, the Reset resets the page back to how it was before any changes were made to it, or the Cancel link to to leave the page without saving any changes and return to the previous page you were on.