Showing Help Articles in the Managing Donors Category

Using the Registration Form System

The Donor Wrangler registration form system is a powerful tool that helps you not only register attendees for an event, but also collect information that you would normally gather on paper. This article will guide you step by step on ...

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Reassign a Donation to a Different Donor Profile

When acknowledging a donor’s gift, it’s important that we are acknowledging the correct person or company. Often times, a donor who owns a business will give to the organization both personally and through their company. But what if we enter ...

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Using Donor and Donation Presets

There are times when you wish to input a large amount of data. It may be because of gifts all received on the same day (such as at an event) or entering new donors who attended an event and gave ...

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Utilizing Tags for Donors

Tags are another way of categorizing and grouping your donors in ways that the normal Donor Type, Donor Source, Donor Contact Type, etc. fields cannot. Tags can be viewed, created, and permanently deleted via theĀ OptionsĀ page as shown below: However, for ...

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Merging Duplicate Donor Profiles

At times, you may accidentally come across duplicate donor profiles. Duplicates can be created in a few different ways: Data imported from a previous system may have already had the duplicates in it The system searches for a donor based ...

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Major Moves Donor Management

Many organizations us a Moves Management process to cultivate large donors. Donor Wrangler is here to help you stay organized as you navigate this process with potential major donors. You can learn more about the benefits of using this feature ...

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