Working With Donors

Basics

  • The Donor record is one of the 5 main records in MinistryPlatform. It holds information regarding a specific individual's financial donations.
  • Donor records are created by any of the following methods:

Donor Record Fields

  • Contact: The Contact record associated with the Donor.
  • Stmt Frequency: An informational field (usually used to help create views and selections to send Contribution Statements).
  • Stmt Method: An informational field that can be updated by the Contact via the Portal (usually used to help create views and selections to send Contribution Statements).
  • Setup Date: The Date the donor record was added to the system.
  • Cancel Envelopes: An informational field, usually used in determining whether or not to send out envelopes. 
  • Notes: A field for Notes about the Donor.
  • First Contact Made: An informational field.
  • First Donation Date: A read-only field which is populated nightly Routine.
  • Last Donation Date: A read-only field which is populated nightly Routine.
  • Always Soft Credit: The Donor record that should always be given Soft Credit for any Donations made by this Donor. This will be set on any applicable Distributions nightly by a Routine.
  • Always Pledge Credit: The Pledge record that should always be given Pledge credit for any Donation made by this Donor. This will be set on any applicable Distributions nightly by a Routine.
  • Donation Level: A value set automatically categorizing the amount this Donor gives nightly be a Routine. See Donor Tracking for details.
  • Donation Frequency: A value set automatically indicating how often this Donor gives nightly be a RoutineSee Donor Tracking for details.
 

Last Modified: 12/19/2019

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