Overview of the Donors Page

Now that we Understand Donors and Giving Units let’s take a closer look at where we can see and organize that data.  

Navigate to the Donors page by clicking Contributions in the top menu and then clicking Donors.  

The Donors page will load all of the information regarding Contributions and the individual contributors.   Here, you will find a record of each person who has given financially to your organization.

Keep in mind; some donors are combined with other members of their Household into Giving Units.

On the left-hand side of your screen, you will see each Donor displayed by their Giving Unit in the navigation pane.  

“Loose Plate” will always be displayed at the top of your navigation pane.  This refers to all income or receipts that are not directly tied to a contributor.  

Below Loose Plate,  you will find the alphabetical list of each Giving Unit.  By clicking on that Giving Unit, you will see their profile open in the detail pane.  This will show a summary of their giving.  

Each Profile will have five profile tabs displaying detailed information about that Giving Unit.

Summary

Under the Summary profile tab, you will see an overview of the Donors’ past giving.  In two fields, graphs display the Giving Unit’s contributions both by Month and by Contribution Fund.  A third field provides a comparison of this year-to-date giving, last year’s giving, and the date of the last contribution.  

These graphs can be printed and saved by clicking on the ellipses icon in the top left corner.