Adding A New Donor

“Donors” in Donor Tools can represent all kinds of people who your organization works with - volunteers, board members, prospects, and of course, donors. In short, your constituents. 

If you’re adding a large number of donors, and you have a CSV (comma-separated values) file, your best bet is to import your database

Here’s how to add a new Donor in Donor Tools. 

1. Go to the Donors tab, and click “New Donor”

New Donor - Step 1

2. Start by typing the name of the person in the form. 

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3. You can enter multiple names, multiple addresses, multiple phone numbers, and multiple email addresses. For example, to add multiple email addresses for this record, click the green “+” icon. 

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4. Click “Save New Donor”

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5. You can now enter a donation for the donor, or go back to step 1 and add someone else. 

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