Skip to main content

Search

How can we help?

How to Add a New Donor

As a nonprofit organization, fostering good relationships with your donors is of paramount importance. One factor that could help is having all the information about your donors on hand so that your team can get in touch with them when needed.

Among the detailed donor information available within Donor Fuse are phone numbers and email addresses, the fundraisers tasked with connecting your organization to them, and all their pledges and payments. Armed with this information, you can easily get in touch with your donors and know when to include them in your fundraising efforts.

The procedure for adding a new donor to the system can be broken down into the following:

Note: Other than the donor's full name, all other information that are asked for in donor records are optional. While it is recommended to keep a complete record of all your donor's details, it is ultimately up to your donors to provide and let you keep this information.

Add Donor Names and Other Details

Donor Fuse allows adding new donors manually.

Note: You must have access to the Donors module to add a new donor. For more information, see How to Set User Permissions.

To add a new donor record:

  1. Click Contacts on the Main Menu, then Donors.

  2. On the Donors page, your donors appear on a list. If this is the first time you are adding a donor, the page will be empty.
  3. Click Add New Donor on the top right of the page.

  4. On the Add New Donor window, the Donor Details tab is selected by default. Here, enter the donor's details, including their title, first and last names, and contact telephone numbers and email addresses, if any.

  5. To set the system to generate read receipts for messages to mobile phone numbers, select the Receipts box to the right of the Phone Numbers field.

  6. If the donor has more than three (3) phone numbers, you may add more phone numbers to the record by clicking the Add Phone button below the Phone Number boxes, then entering the phone number details in the additional field.
  7. Enter the donor's email address. If the donor has more than one (1) email address, click the Add Email button to insert an additional box where you can enter the email address to the form. Repeat this step until all email addresses are added to the record.
  8. For emails, Donor Fuse already sends read receipts by default. To disable sending of receipts for emails, deselect the Receipts box to the right of the Emails field.

  9. To add an address before saving the donor record, see Add an Address to a Donor Record. If you do not want to enter the donor's addresses and other details at this time, click Save New Donor to add the new donor to the list on the Donors page.
Note: Another way to add donors is to import them into Donor Fuse (see How to Import Donors).

Add an Address to a Donor Record

After entering the donor's name, phone numbers, and email addresses (see Add Donor Names and Other Details), you can add a primary address and/or business address to the donor record.

Note: This procedure may be performed anytime after you have created the initial donor record.

To add an address to a donor record:

  1. On the Add New Donor window, click the Address tab.
  2. Enter the donor's primary address, and business address, if any, in the appropriate boxes.

  3. To add miscellaneous details prior to saving the donor record, see Add a Fundraiser and Other Details to a Donor Record. If you do not want to enter any other details to the record at this time, click Save New Donor to add the new donor to the list on the Donors page.

Add a Fundraiser and Other Details to a Donor Record

After entering the donor name, phone numbers and email addresses (see Add Donor Names and Other Details), as well as addresses (see Add an Address to a Donor Record), you can start adding a fundraiser and other miscellaneous details to the donor record.

Note: This procedure may be performed anytime after you have created the initial donor record.

To add a fundraiser and other miscellaneous details to a donor record:

  1. On the Add New Donor window, click the Other tab.
  2. Assign as many fundraisers as needed to the donor. If you have not set up fundraisers previously, or if the fundraiser is not listed, click New Fundraiser, then enter the Fundraiser's first and last names, then click Save New Fundraiser.

  3. Assign the donor to as many donor lists as needed. If you have not set up donor lists previously, or if the donor list is not displayed, enter the name of the donor list in the box provided, then click Add List.

  4. Optionally, select the language that will be used in receipts issued to the donor.

  5. Select a tag, if any, for the donor. If you have not set up tags previously, click the Tags box, enter the tag name, then click the Add Tag button. The system then adds the tag, which you can also use for other donors. You may add as many tags as needed.



    Note: Tags are used as search terms, easing the process of finding a donor when needed.
  6. Enter a note related to the donor, if any. For example, the best times to contact the donor at what number and/or address. You may add as many notes as needed.
  7. To attach a document to the donor record, click the Upload button, then select the file. You may attach as many files as needed.
  8. Click Save New Donor. The new donor is then added to the list of donors on the main Donors page.