Constituent Tracking

Get donor stats at a glance.

Atop each donor profile, you’ll find a donor’s contact information, photo, lifetime giving, most recent gift, largest gift, number of gifts, years since first gift, as well as their status as a major donor, monthly donor, and volunteer.

Collect constituent information.

• Flag constituent records as Board Members, Volunteers, etc.
• Store information, such as primary and secondary addresses, gift and pledge detail and history, relationships to other constituents and organizations, documents related to the constituent, volunteer hours, interests, and more.
• To track additional information, create any number of new data fields, including calculated fields that auto-update information, such as age.

Manage touchpoints with constituents.

• Keep track of all past and upcoming communications with constituents, such as receipts and mailings received, phone calls and grant requests made, events attended, and more.
• Assign solicitors to constituents for more manageable cultivation efforts.
• Assign tasks to staff to keep them abreast of upcoming engagements and due dates.
• Dictate notes from the DPMobile app, when you’re engaging with donors on the go.