We can view a Donor Profile, by clicking the eye icon, to the right of the Donor’s details, in the Donors section of the Finance module.
In the Personal Information section, we will see the personal details of the Donor, including their name, address, date of birth, and Giving ID. We are able to edit any of the details, should they need amending.
If the Donor Profile is linked to a profile in People, we will have the option to unlink the Donor Profile from the People profile, by clicking the Unlink Person button, at the top of the Personal Information. If the Donor Profile is not linked to a profile in People, the button will give us the opportunity to link the Donor Profile to a People profile.
We can also switch the Automatic Gift Aid option on and off, at the bottom of the section.
If Automatic Gift Aid is switched on, we can set dates between which Gift Aid can be claimed. So, for example, if someone only wanted us to claim Gift Aid on their giving for the first half of the year, we could set the From date to 1st January and the Until date to 1st June. Any donations made after 1st June, would not be added to our Gift Aid claims automatically.
On the right hand side, we can see some statistics and charts, related to the Donor’s giving.
We are able to add attachments for each donor, in the Attachments section. We may wish to upload a copy of the Donor’s Gift Aid declaration, for example. To do this click the Add Attachment button, enter a name for the file, and click the Upload button. This will take us to our hard drive, where we can locate and select the file, we’ll then need to click the Add button, to upload the file.
We can then download the file, if we need a copy of it, using the blue download button, or delete it, using the red dustbin button.
We can produce a Giving Statement for the Donor, by selecting a Year End date, and clicking the Statement button. The downloaded statement will be available in the Downloads section.
The Active Recurring Donations section, allows us to see any Recurring Donations that have been set up. We can view more detail by clicking the eye icon, and we can cancel a recurring donation, by clicking the red dustbin button.
In the Donations section, we can see a list of Donations received from this Donor. We can use the Year End drop down menu, to see donations from different years. We can edit some details of the donations, using the orange pencil icon, to the right of the donation. We can also add a new donation, from this Donor, using the Record Donation button for cash, cheque, and other offline donations, or the Process Donation button for card or direct debit donations.
Finally, we can see the Payment Methods that are being used, for any Recurring Donations. Clicking the orange button, will allow us to update the payment method that is being used. Clicking the red dustbin button, will allow us to remove the payment method, as long as it is not being used for a current Recurring Donation.