Managing Your Donor List
Search, segment, tag, and never lose a donor relationship again.
How donors are added
Anyone who completes a donation is automatically added as a Donor record with their name, email, address, total lifetime giving, and last donation date. Anonymous donations still create a Donor record (the privacy flag only hides them from the public donor wall).
Searching and filtering
From Donors → use the search bar for name or email. Click Filters to add structured filters:
- Total giving range (e.g. $500–$5,000)
- Last gift within last N days
- Specific campaign(s)
- Has matching-gift employer
- Has email opt-out
Tags vs. notes
Tags are short labels (e.g. 'Board Connection', 'Major Donor', 'Lapsed') used for filtering and segmentation. Notes are free-form text attached to a donor for context that doesn't fit a tag (e.g. 'Met at gala 4/2025, asked about planned giving').
Bulk actions
Select multiple donors with the row checkboxes, then use the Actions dropdown to:
- Add or remove tags
- Export to CSV
- Send a one-time email (Pro plan)