Email, Download/Print a Yearly Tax Receipt
To email, download/print a Yearly Tax Receipt: Navigate to a Donor Record. This can be accessed from the a donor's profile, or by selecting Donors from the Home page and searching for the donor. Click Yearly Tax Receipt from the left-side menu. In the Yearly Tax Summary window, select a year. In the Send Tax Receipt Options window, select whether to...
Make Donor Profile
After creating a profile, you can designate the profile as a donor. A donor can be described as an individual, organization, or household profile that has donated to your foundation. Select Profiles from the Home page. Search and select a Profile, or click List to select from a list. Hover your cursor over the left-side menu, scroll to the bottom, a...
Donors Overview*
CommunitySuite has a variety of tools to help you manage your Donors and view their engagement with your foundation. Your Donors are tracked in the database as a Profile type called "Donor." When you go to Donors and pick a specific Donor you will see basic Profile information and any Opportunities assigned to engage that Donor. Selecting "Donor" in...
Create a Donor*
You must first create a Profile and then tag that contact as a Donor. Make Donor allows you to tag a Profile as a Donor. Go to Donors (under the Nonprofits column) Select Create from the left side menu This action will take you to Profiles. Profiles contain the basic name and address information. Be sure to search Profiles to make sure the individu...
Edit a Donor*
In order to update or change contact information related to a Donor, you will need to edit their Donor record or their Profile. Go to Donors (under Nonprofits column on the Home page) Type the name of the Donor in the Search Donor textbox Select Edit Profile from the left-hand side of the screen This takes you to the Donor's Profile Within the Profi...
Delete a Donor*
Go to Donors from the Home page under Non-Profit Begin typing the name of the donor in the Donor Search box, a list of names will appear Select the Donor to be deleted (make sure they have not donated) Choose Delete by scrolling down the list on the left-hand menu The record will remain as a Profile but not tagged as a Donor Other options include ch...
Export Donor Information*
Export Profile data as a CSV file for use in any spreadsheet. Use "Add Filters" to further refine and to find donors based on the Fund, Profile Types, Dates, Events, etc and then you can export the results. From the Home page, find the Nonprofit column Select Donors Choose List from the left side of the screen You will be redirected to Profiles with...
Household Donation Records*
All members of a household and their total donation history are available on the Donor page. You can look at a household record by selecting Donors from the home page In Donors start typing the name of the donor household and select the Household Profile from the records Select the Profile Is "Donor" link You will see the donation records of the ent...
Designate Users as Stewards
Stewards are users who have the ability to track and manage profiles by assigning themselves as a relationship manager. Stewards can be assigned to any individual, household, or organizational profile. Select Donors from the Home page. Click Stewards. Click Add Steward. Click Delete next to the Name of a steward to remove them from the stewards list...
Assign Stewards
Once you've designated users as stewards, you can assign donors to a steward, or assign stewards to a donor. Assign a Steward to a Donor Select Donors from the Home page. Search for a Donor or select from a List of all donors. If you use List to select a donor, you'll need to access the donor record from the native profile of the donor. Click Edit ...