Make Donor Profile

Written by Nick Miles

Last published at: April 4th, 2019

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.

  1. Select Profiles from the Home page.
  2. Search and select a Profile, or click List to select from a list.
  3. Hover your cursor over the left-side menu, scroll to the bottom, and click Make Donor.
    • You will be redirected to the Donor record.

Note: Once a donation is recorded for the donor profile, Prospective Donor will change to Donor.