A record of donor contact details, preferences, and giving history.
This document provides a comprehensive record of donor personal and contact information, preferences, and giving history, useful for nonprofit fundraising and stewardship efforts.
Full Name | Preferred Contact Method | Phone | Address | |
---|---|---|---|---|
{fullName} | {preferredContactMethod} | {email} | {phone} | {address} |
{#specialInterests}
{/specialInterests}
Date | Amount ($) | Campaign | Notes |
---|---|---|---|
{#gifts}{giftDate} | {amount} | {campaign} | {notes}{/gifts} |
{#recurringDonor}
{/recurringDonor}
{^recurringDonor}
This donor is not currently enrolled in recurring giving.
{/recurringDonor}
Last Contacted: {lastContactDate}
Next Follow-up: {nextFollowUpDate}
Staff Responsible: {assignedStaff}
Additional Notes:
{additionalNotes}
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