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
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