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Donor Search

Paige Freeman
  • Updated

To access this page, users must have access to the Fundraising.DonorInfo security application.

The Donor Search page allows you to search for constituents that are marked as donors. Selecting the hyperlinked donor Name will open the constituent's profile to the Donor Overview page. You can expand a row in the results grid to view additional information for the donor, including Giving Status, Giving Class, and Donor Class. If you cannot find the donor you are looking for, you can also add a constituent as a donor from the Donor Search page.

You can access the Donor Search page in several ways:

  • From the left navigation, select Donor Search from the Fundraising menu.
  • From the Fundraising Central page, select Donor Search.

Adding a Constituent as a Donor

For a constituent to be marked as a donor, you must add the constituent as a donor. The Donor Info tab will only display on a constituent's profile if they are first added as a donor. 

To add a constituent as a donor:

  1. From the Donor Search page, select +New Donor.
    The Add New Donor page displays, as shown below.
  2. Search for and select the appropriate constituent in the Donor field.
  3. Select the Donor Class.
    Values are populated based on the non-fixed codes defined for the FND "DONOR_CLASS" system type.
  4. Set the Anonymous toggle to YES if the donor's name should be suppressed on all thank you letters.
  5. Enter the name that should appear in thank you letters for this donor in the Acknowledge As field.
  6. Select Save to save the constituent as a donor and return to the Donor Search page.