Manage Donors Module Overview
ExpensePlus has brilliant donor management and reporting.
You can Manage Donors in ExpensePlus here.
You can view the Donation Reports Module Overview video here.
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
To better understand the Donation Reports module, please view the module overview here.