Donors, fundraisers, businesses — one record per person. Search by name or email, or load recent.
Name
Email
Tags
Total given
Last gift
Search by name or email, or click "Load Recent".
Bulk send by tag
Send one email to every contact carrying a given manual tag (set from a contact's "Your tags" panel below). Honors opt-outs, capped per run, and logged to the automations sent log.
Possible Duplicates (same name, different email — review before merging)
Lapsed Donors (LYBUNT — lapsed donors: gave last year, nothing yet this year — gave in --, nothing since)
Name
Email
Total that year
Lifetime total
Last gift
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Follow-ups Due
Email
Next follow-up
Tags
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Donor Details
Info (read-only)
Interaction Timeline — every gift & staff note in one reverse-chronological feed
Donation History — gift ledger detail
Date
Amount
Campaign / Profile
Message
Status
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Actions (you can edit)
Your tags (manual) & follow-up — "System tags" above are auto-derived and read-only; these are staff-set
Your tags (manual)
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Staff notes — internal only, never shown to the donor; append-only log
Year-end giving statement
AI assistant — drafts for your review; Send is a separate, explicit action
Edit the draft above first if needed — this sends exactly what's in the box.