About the Donor's section of ParishSOFT Giving for the Administrator
The Donor's section in ParishSOFT Giving is where all the Donor Profiles and Accounts can be found, edited, or added.
- To get to the Donors page click Donors on the left side Navigator Bar.
- You'll be brought to the Donor Profile List.
- From the Donor's page, you may do the following:
- See your current list of All Donors
- View Donor Profile Details: Giving History, Payment profiles, scheduled gifts, ChMS Profile Matches and more. To do this, click the Action button, and then View Donor Details.
- Add New Donors (Donor Created Account and Manager Created Account for Donor)
- View New Donors
- Merge Donors (How to Merge Donors In ParishSOFT Giving)
- Generate Email Only Contribution Statements for your Donors
- Edit the Email Template used for Email Only Contribution Statements for your Donors.
- Search for Donors (First and Last Name, or First name or Last Name, as well as filter by Campus if your Organization has that option enabled).
- Export Donor List into a CSV file.