Donor Card
Overview of Donor Card
The Donor Card provides a comprehensive view of a donor’s information, transactions, and activity. It also allows you to manage your donor's transactions, reminders and details in one place. This article breaks down the features and functionalities of the donor card.
Click the donor’s name (shown as a purple hyperlink) in the Donors list to open the donor card. The donor card can be accessed this way from any page within the DRM.
Totals Filter
Filter
The Filter button allows you to segment totals shown on the donor card, including payments, open pledges, and scheduled cards. You can filter totals based on:
Reason
Campaign
Location
Collector
This dynamically updates the totals displayed.
All Time
The All Time dropdown lets you choose a specific time frame for viewing totals, making it easier to track activity over days, weeks, months, or custom periods.
Actions
Generate reports
The Generate Report button allows you to create detailed statements for this donor. This feature is covered in a separate article. See more information here.
Edit Donor
Clicking Edit opens the edit donor card, similar to the create donor card. Here, you can update any donor information. Once changes are made, click Save to update the donor’s record.
Create New Transaction / Reminder
You can create a New Transaction or Reminder by clicking this button:
New Transaction
A new transaction created through the donor's card will automatically be associated with that donor and all the donors information will be pre-filled. See here for information on how to create a new transaction.
Add Reminder
This feature allows a user to create a reminder to follow up with a donor for a specific reason. See here how to create a reminder.
Totals
Get a quick and accurate view of each donor’s total donations. The Totals cards display cumulative amounts for each transaction type, as listed below:
Clicking a card opens a window showing all records that make up the total displayed.
Let's explore the different totals cards.
Information Tabs
Let's walk through the different information tabs and what they contain:
Displays all basic information for the donor.
This tab displays additional donor information captured through the custom fields.
This tab displays all tags linked to this donor.
This tab provides information about your virtual wallet. For more details, please refer to the full article here.
This tab displays all the locations where the donor typically davens.
The family tree displays the donor’s family connections:
Father, father-in-law, son, son-in-law, etc.
Clicking any name opens that donor’s card
In the Logs tab, there are two sections: Statement Logs and Donor Edit Logs.
Statement Logs display when statements or reports were generated via print, email, SMS or mail, along with all relevant details.
Donor Edit Logs record all edits made to a donor, including what was changed and the exact time of the update.
These logs help you track activities, monitor changes, and understand what happened and when.
Shows all active reminders associated with this donor.
This structure ensures the donor card is both actionable and easy to navigate, providing a clear picture of the donor’s information, activity, and associated reminders.
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