Read a donor profile
What the header and each of the four tabs on a donor's profile page tell you, and how to read them.
A donor’s profile page is one record split into four tabs, plus a header that never changes — knowing what each part is telling you is the difference between a quick check and a wrong assumption.
Why it works this way
Section titled “Why it works this way”Everything about a donor — their giving, their family, their tax profile, their history with your organization — lives on one page so you never have to piece a person together from several screens. The tabs exist so a screen full of giving charts doesn’t bury the one contact detail you actually came for.
The terms
Section titled “The terms”Header and KPI strip — always visible above the tabs: Total Donated, Donations, Average Gift, Campaigns and Last Gift. In the header you may also see a tier badge (the tier’s name followed by “tier”, from your organization’s own recognition ladder) and a Recurring badge when the donor has an active recurring gift. This is the quick read before you open a tab.
Possible Duplicates panel — appears above the tabs only when DonorCARE finds another donor record in your organization sharing this one’s phone, email, identity number, or name. It’s your entry point into merging — see Merge duplicate donors.
What this means in practice
Section titled “What this means in practice”Overview tells you who this donor is and what you know about them. The Engagement Timeline card shows Member Since, First Donation and Last Donation. Donor Intelligence shows Lifetime Value, Avg Gift Size, Campaign Breadth and Gift Consistency, and under them the donor’s stored score: the Engagement score out of 100 (with its trend), how confident the score is, the six things it is built from (Recency, Monetary, Momentum, Frequency, Tenure and Diversity, each out of 100), the Churn risk with the reason behind it, and whether a Recurring gift is active. Scores are calculated on a schedule once a donor has a completed gift, so a new donor shows “Not scored yet”. These are the same Score and Risk figures used on the donor list — see How we measure donor behavior. Below those, Contact Details, the tax and identification profile if your plan includes MyInvois, the Segments (audiences) the donor belongs to, their tags, and any notes your team has added.
Giving shows this donor’s lifetime value over time: total donated, donation count, average gift, a predicted annual figure once enough history exists, and a month-by-month trend chart. Under the chart, a Gifts list shows every gift this donor has made to your organization, newest first, with its Date, Campaign, Amount, Status and a link to the gift or its receipt (Receipt PDF where one exists). Gifts made in test mode or to a sample campaign are listed but badged Test or Sample. Use it to see whether a donor’s giving is growing, flat, or shrinking, and roughly how often they give.
Family lists the living and deceased family members recorded against this donor — mostly filled in automatically from ritual or memorial donation entries, but you can add names by hand here too. Use it when preparing a tablet or ceremony that needs a full household or lineage.
Activity is a timeline of everything that has happened on this record, newest first: donations, emails sent, notes added, tax profile changes, receipts issued and recognition milestones, plus Recurring gift started and Recurring gift lapsed, Form requested and Form submitted, Automation ran and Automation email sent, Receipt requested, e-Invoice, and Donor records merged (which shows only counts of what moved). A gift that was keyed in on a different day from the day it was given shows “Entered” with the date it was recorded. The timeline loads 20 entries at a time; select Load more until it stops appearing to reach the start of the history. Use it as your first stop when a donor calls asking “did you get my last gift” or “why haven’t I heard from you.”
Do
- Check the Activity tab before telling a donor their gift wasn’t received — it often already has the answer.
Don’t
- Treat a low-confidence score as settled. When the profile says “Low confidence”, the score rests on very few giving days and is only a rough guide.