Set up donor profiles

A donor profile is a page providing additional information about your donors.

Use donor profiles to highlight the important contributions of your donors, as well as help recipients write better tailored thank-you letters.

To access donor profile pages, you must be a System Administrator, Stewardship System Administrator, or an Act - Stewardship Administrator.

  1. Select Stewardship, Donors, Profiles.

  2. Select Add Donor Profile.

  3. Provide the following information about your donor:

    • Avatar: Select Add a New Image, then select Choose file to upload an avatar (logo or photo)

      Note: Donor images must be in PNG, JPG, or GIF format. The recommended dimensions are 150px by 150px.

    • Name

    • About: Include biographical or informational text about your donor, such as a life story or the history of a company

    • Impact: Include recipient testimonials and gratitude to the donor, including profiles of successful recipients or program results

    • Visibility: Select one of the following options:

      • Applicants Only: Visible to award applicants through a private link

      • Hidden: Visible only to administrators

      • Public: Visible to any internet user

    • URL Name: Specify a uniquely named URL for the profile. By default, this is chosen based on the profile Name. All names appear in lower case, spaces are changed to hyphens, and all special characters are removed.

    • Funds: Select one or more funds associated with the donor

  4. Select Create Donor to save your changes.

To delete a donor profile, contact Customer Support.

You have two options for previewing donor profiles.

To preview an individual profile:

  1. Go to Stewardship, Donors, Profiles.

  2. On a record, select View.

To preview all donor profiles, as well as how applicants can search for and find profiles:

  1. Go to Stewardship, Donors, Profiles.

  2. At the top right, select Public Donors View.

  3. From this page, you can search for and view individual profiles.

Link a donor profile to a portfolio to provide easy access for applicants.

This action associates the donor to all opportunities— past, present, and future — within that portfolio.

To associate an existing donor profile page with a portfolio:

  1. Go to Opportunity, Portfolios, All.

  2. On a specific portfolio, select Portfolio Details.

  3. In Donors, you'll see donors associated with the attached fund. select one or more donors.

  4. Select Update Portfolio.

You can also add donor profiles to individual funds if you have access to Stewardship Management (if you've already created the donor profile).

Note: Not seeing the donors you expect? Make sure your portfolio and that donor profile are both associated with the same fund.