Manage Donors Module Overview

ExpensePlus has brilliant donor management and reporting.

You can Manage Donors in ExpensePlus here.

To manage donors, within ExpensePlus you can:

• Record Donor Communication
• Manage Donor Pledges
• Track Donor Engagement
• Tag Donors
• Generate Donor Statements
• Create mail merge letters
• View donation reports
• ...and much more!

Watch this short video to learn more about the Manage Donors Module:

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

To better understand the Donation Reports module, please view the module overview here.