Donors

Donor records help your organization manage supporter relationships alongside the donations they make.

You can open donor records from More > Donors, from the Donor Activity panel in the Fundraising Hub, or from linked donor names in donation records.

What Donor Records Store

Each donor profile can include:

• Name, email, phone, and mailing address
• Donor type and custom form fields
• Internal notes
• Status and status history
• Tags for segmentation
• Linked donation history
• Related pets when a donor is connected to a pet sponsorship or relationship

How Donors Are Created

PawPlacer can create donor profiles from fundraising workflows:

• When staff record a donation with a new donor name or email
• When a public supporter gives enough identifying information during a donation or wishlist flow
• When a donation email matches an existing donor, PawPlacer links the gift to that donor instead of creating a duplicate

Anonymous donations can still be tracked internally. The donation keeps its anonymous flag so the donor is not shown publicly, while staff can preserve the internal giving record when appropriate.

Giving History

Open a donor profile and use the Donations tab to review the donor's totals, pending amount, received count, recent gifts, sources, statuses, payment references, and wishlist or pet allocations.

This makes donor follow-up easier because the contact record and giving context live together.

Working With Donations

When recording a donation, you can select an existing donor or enter a new donor name and email. PawPlacer links the donation to that donor, and the gift appears on both the Donations page and the donor profile.

If the donation is allocated to a wishlist item, the donation can also update the wishlist item's fulfillment progress when it is marked received.

Permissions

Donor management requires privileged access. Users without permission will see a permission notice instead of donor data.

Related

• Fundraising Hub: review donors, donations, wishlist needs, and setup from one place
• Donations: review all donation records
• Donor Giving History: review donations from a donor profile
• Recording Donations: add manual gifts and link them to donors
• Wishlists: connect public needs to donation and donor history