How to manage and create donors

With the MySchool donations package all users are potential donors for your campaigns. We understand their importance to your community. When a user becomes an active donor, they inherit the context of the donor and have an individual security user group. No need to create a duplicate profile. Use bulk contact emails to inform them of up-and-coming campaigns, send thank-you emails, and publish receipts to their portals. Discuss adding Donor management to your system with your CSM.

Activate the donor module

Make any user or student an active donor individually via their profile tab, in bulk on the campaign management page, or populate in the donor page.

As active donors have a user context, you can create individual profiles with no other context needed. Use announcements or SMS to contact your list.

Create a new user profile or find an existing potential donor using a quick search. 

Select the appropriate status of the user from the drop-down list. Note that by default nothing is selected. To activate all profiles, then add them to a current campaign.

• Active
• Prospective
• Contact personally
• Do not contact
• Deceased
• Not a Donor.

You can open the user profile directly from here, or filter the donation column to check out the total amounts donated. 

The different statuses for guardian users are easily updated in bulk if you have access to the mass edit feature.

Donors become a distribution group

Once added as an active donor, you can send them announcements and export detailed contact information using quick reports.