Donor Profile puts key donor insights and information right at your fingertips to help you build better donor relationships.

Relationships are the key to successful fundraising. Now you can know in an instant how engaged your donors are. In our November release of DonorPerfect coming this weekend, Donor Profile, puts key donor insights and information right at your fingertips to help you build better donor relationships.

 

Key Donor Contact Information

Donor Profile displays key donor contact information at a glance. See a photo of your donor, the best phone number to contact them and their most recent email address. We’ve also included a notes section that displays the narrative field on their record. Hover over the section to see the full note. Use it to share valuable information with development staff and others that might be reaching out to your donor.

 

 Donor Profile displays key donor contact information at a glance. Here you can share valuable information with development staff and others that might be reaching out to your donor.

Engagement Indicators

Do your donors have high engagement levels and a long history of giving? Or is there room for improvement? Donor Profile tracks your donor’s Active/Inactive status, their volunteering, monthly giving, and major giving engagement and how long they’ve been connected with you.

Donor Profile puts key donor insights and information right at your fingertips to help you build better donor relationships.

 

Retain Active Donors and Reactivate Lapsed Ones

The Engagement Indicators in Donor Profile make information readily available to guide your conversations with supporters. Retain your Active Donors and reactive Lapsed Donors by monitoring the Active/Inactive Donor Status that appears under your supporter’s photo. This tells you if donors were active in the last 12 months or have lapsed by not donating (13+ months since they gave a gift). It’s always more expensive to acquire new donors than to reactivate a lapsed donor since lapsed donors already have a relationship with your organization. Combine this information with how long they’ve been connected to your organization when you reach out. In general, multi-year donors have the highest retention rates.

 

Increase Engagement and Upgrade Giving Levels

Increase engagement by thanking your donor for being a Volunteer or asking them if they are interested in volunteer opportunities. Are they a Monthly Donor? If not, this is a good upgrade opportunity. Our data shows that Monthly Donors are retained longer and give more annually on average than non-monthly ones. Is your donor a Major Donor that’s made a single gift of $1,000.00+ at least once? Is there capacity for them to make a larger gift or a second one? These insights will help you personalize your next interaction with your donors to build more meaningful connections and greater success.

 

Donor Value Indicators

One of the best ways to increase your organization’s revenue is to increase giving from your current donors. Donor Profile displays the gift information you need to quickly identify donors in your database that have capacity. View the last gift and when your supporter donated, their largest gift ever, what their lifetime value is to your organization and how many gifts they’ve given. These giving metrics provide valuable insight into your upgrade and ask strategies to move your donor into giving more. Plus, having these statistics all in one places saves you time!

 

Accessing Donor Profile

To activate the Donor Profile view on a constituent’s record, click on the text that says Try our new Donor Profile! in the upper right-hand corner. To turn it off, click Hide Donor Profile. Be sure to tell us how you feel about the new Donor Profile and share any ideas to improve it in our in-product survey. Much of Donor Profile was developed in meetings with clients as they told us what they needed to be more successful fundraisers.

Click on the text that says Try our new Donor Profile! in the upper right-hand corner to activate Donor Profile

 

For full instructions, visit Using Donor Profile in DP Community.

 

Release Notes

Donor Profile isn’t the only improvement in this release. We’ve also built on some of last month’s improvements to Search.(Hint: You can search by email now in Quick Search!) There’s also a new Welcome Center for all of your new staff to learn how to successfully get started in DonorPerfect on their own. Read about all of the enhancements in the DonorPerfect 2018.11 Release Notes in the Knowledgebase in DP Community.

 

by Stephanie Kanak

Nov 8 18
9 Comments
  1. Paula Best permalink

    This sounds like a great change for the better!!! Our Major Gifts team will like it. However, I click to find out more on the “Using Donor Profile” and this caught my eye – why would a pledge have anything to do with a monthly donor? Are you sure that is right “Monthly Donor: A Monthly Donor is a constituent who has a pledge record with a pledge balance of $0.00, or has a pledge total that is greater than or equal to $0.00 with a remaining balance. In both cases, the pledge record needs to have a payment stored on file.”

    • Stephanie Kanak permalink

      Hi Paula,
      We’re so glad you like it. I agree this will make it much easier for development teams since everything is in one place! Also thank you for pointing out a confusing point in the procedures. We went back and clarified it. Essentially, when recurring/monthly giving is selected either on forms, in a DP Mobile payment or entered manually, DonorPerfect records it as a pledge with no end date. It sets the Total Amount to 0 to make it indefinite. To learn more about exactly how Monthly Giving Payments are set up you can visit Setting Up or Stopping Monthly Giving Pledges in DP Community.

      • Paula Best permalink

        Yes, that’s a little better. We have monthly donors but not through your avenues. We manually enter them and they are only identified by a solicitation code.

  2. Kathleen permalink

    Is there a way to change the amounts and time frames? For example – our major donors are $5000+ and we might decide that inactive starts at 6 months instead of 12.

    • Stephanie Kanak permalink

      Hi Kathleen,
      At this time there is not a way to change the criteria used to define the settings for Major Donor and Active Donor. If this is something that is important to your organization, please let us know when you fill out the survey that is in Donor Profile. You can also use Suggest and Vote (login required) to submit a suggestion to improve Donor Profile or any other feature of DonorPerfect. We’d love to hear from you and really do implement many of the ideas we receive.

  3. Jonathan Vandervort permalink

    When does this roll out?

    • Stephanie Kanak permalink

      Hi Jonathan,
      Donor Profile is part of the November 2018 Release that will be deployed this weekend, starting tonight 11/9.

  4. Kristen permalink

    You killed off Mrs. Sandstone!!!!!!!!

    • Stephanie Kanak permalink

      Hi Kristen – Hahahaha! I didn’t know she had such a following!

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