Modify Donor Information

Modify Donor Information lets you set up and edit your donors' information.

Filters

In the Name field, enter your search in the "lastname, firstname" format. You can search for just a first name by starting your search with a comma (e.g., ", James"). The following additional filters are available:

Click the Search button to display results, or the Clear Filters link to reset all filters.

Donor Information Grid

The Donor Information grid contains the following columns for each donor:

Click the Edit icon or double-click any donor in the grid to edit their record. You can also click the Add New Donor link to add a new donor.

Donor Information Update

1. Choose the donor Type:
   • Organization
   • Individual

ACH Accounts Tab

1. Click the Add New ACH Account link to add it to the donor's list of accounts.
2. Complete the account fields:
   • Account Type: Checking, or Savings
   • Bank Routing #
   • Bank Account #
   • Default: If checked, all new gifts will default to use ACH.
3. Click the OK button to save the account, or click the Apply button to save the account and continue adding more accounts.

Phones Tab

1. Click the Add New Phone link to add a phone to the donor's list.
2. Complete the phone fields:
   • Phone Type: Choose from the drop-down list.
   • Phone Number
   • ext.
   • Unlisted
   • SMS
3. Click the Save button to save the phone information that has been added or changed, or the Close link to leave the page without saving any changes and return to the previous page.

Emails Tab

1. Click the Add New Email link to add an email to the donor's list.
2. Complete the email fields:
   • Email
   • Note: Type a note if desired.
   • Active
   • Preferred
3. Click the Save button to save the email information that has been added or changed, or the Close link to leave the page without saving any changes and return to the previous page.

Addresses Tab

1. Click the Add New Address link to add an address to the donor's list.
2. Complete the address fields:
   • Address Type: Choose from the drop-down list.
   • Country
   • Address Line 1
   • Address Line 2
   • Postal Code
   • City
   • State / Province: Choose from the drop-down list.
   • Primary
3. Click the Save button to save the address information that has been added or changed, or the Close link to leave the page without saving any changes and return to the previous page.

Demographics Tab

1. Date Created
2. Salutation
3. Birthdate
4. Marital Status: Choose from the drop-down list.

1. Gender: Unknown, Male, Female, or Undefined
2. Social Security Number
3. Date Last Verified

Relationships Tab

1. Click the Add New Relationship link to add a relationship to the donor's list.
2. Complete the relationship fields:
   • Person: Click the Person Search icon and select a person.
   • Relationship: Choose the relationship from the drop-down list.
3. Click the Save button to save any information that has been added or changed, or the Close link to leave the page without saving any changes and return to the previous page.

Notes Tab

Enter a note in the field provided if you wish.

Save/Cancel

When finished, click the Update button to save any information that has been added or changed, the Reset link to reset the page to its previous state, or the Cancel link to leave the page without saving any changes and return to the previous page.

Updated June 09, 2026 16:08