What's in a Donor Record?
What is contained on a donor record?
- tab 1 is contact information and address. It also contains the fields First line (labels) and First line (receipts) which are mandatory fields that provide the donor name for the receipts or envelopes/labels produced by Silent Partner.
- tab 2 is additional contact information and also contains codes that identify what's special about that donor:
- Donor Source code - indicates where the donor came from
- Owner Code - who is the primary partner for this donor?
- Mail code - which mailings are appropriate for the donor?
- Category code - which group does this donor belong to?
- tab 3
- take note of Receipt annually - checking this box prevents these donors from being included in a receipt run that is performed throughout the year. All unreceipted gifts will be included in the receipt run at the end of the year regardless of whether this is checked or not.
- Type of donor - Individual, Business, registered charity, etc. This is a mandatory field! Only taxpayer B and taxpayer I get tax deductible receipts, the remainder get an acknowledgement or an unofficial receipt.
- The Comments field indicates changes that have been made to the donor record.
- tab 4 is family member information
- tab 5 allows you to track social media accounts
- tab 6 contains receipt preference and communication preference.
- whether the donor wishes to receive electronic or paper receipts, and whether they want to receive newsletters (etc.) electronically or by old-fashioned mail.
- Tags can also be added, deleted or edited here
- tab 7 is where you select a connector for the donor/partner. This is used in the Cloud to limit which donor records your users can access
The ESC key allows you to back out of every window in SP
Related Articles
How do I merge duplicate donor records?
You may occasionally find that you have two donor records for the same person. In these cases, it's a good idea to merge the duplicate donor records to clean up the duplication, and ensure all the information you have about that donor is consolidated ...Giving by Donor Report
This report focuses on the donor and what the donor has given. The summary report lists the donor’s name, number of gifts and total dollar amounts of the gifts given. The detailed report lists each gift by donor, including the batch ...Common receipt correction questions and solutions
These are some of the most commonly asked support questions about receipting. “The name/address is wrong on a donor’s receipt. How do I fix this?” Solution https://support.silentpartnersoftware.com/portal/en/kb/articles/new-receip “I receipted one ...Receipts for a merged donor record don't appear in the receipt history correctly
There are times when you need to merge two donor records who have both made donations and been issued receipts. Merging records must be done in the desktop. More information on how to merge two records can be found here. After two records are merged, ...Working with Donor Records in Silent Partner
In this article, we talk about how to find a donor (search), how to sort your donor records, how to make changes to a donor record (edit), and how to re-size your columns and move the summary window back to its default position. Search for a record ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.