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, 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.