Viewing Donor Profiles

Objective

This article explains how to view donor profiles in your giving platform. Follow these steps to access detailed information about your donors.

💡 Why View Donor Profiles?

Viewing donor profiles allows you to access important information about your givers, including their giving history, recurring gift schedules, and payment profiles. This helps in managing donor relationships and ensuring accurate record-keeping.

Steps to View Donor Profiles

Navigate to the Donors Tab

1. Log in to your manager portal.
2. Click on the Donors tab in the left navigation menu.

Search for a Giver

1. Use the Search Box in the upper right corner to find a specific giver.

View Donor Details

1. Once you’ve found the giver, click the 3-dot ellipsis icon to the far right of the row.
2. Select View Donor Details from the dropdown menu.

Access Donor Information

1. This will open the giver’s profile.
2. From here, you can view:
• Giving history
• Recurring gift schedule
• Payment profile information
• ChMS profile (if applicable)
3. You can also View/Edit Payment Profiles from this screen.
   
   

Additional Resources

For more detailed instructions on managing donor profiles, visit our Donor Management Overview Guide.

Have Questions or Need Help?

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• Personalized Support: Contact the Sales Team at sales@ministrybrands.com for guided help through our paid services.

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Updated May 07, 2025 22:15