Donor Management Module Overview
ExpensePlus has brilliant Donor Management and reporting.
Within ExpensePlus you can:
- Record Donor Communication
- Manage Donor Pledges
- Track Donor Engagement
- Tag Donors
- Generate Donor Statements
- create mail merge letters
- ...and much more!
Adding a Donor
This separate help guide article contains details of how to add / import donors.
Adding/Updating Donor Details
Once donors have been added, you can add additional donor details /update donor details by:
(1) clicking on the donor
(2) selecting the relevant tab at the top of the page
Top Tip: The Manage Donor Screen also has tabs at the top of the page.
