Donor Profile
Getting Started
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StewardAccess:Super AdminFinance Admin
Getting Here
Navigation: Steward → Donors → Click a donor row
Overview
The Donor Profile page provides a comprehensive view of an individual donor's giving history and engagement. It features a context rail with quick KPIs and a tabbed main area with giving history, fund breakdown, pledges, recurring schedules, statements, and care interactions. A 12-month sparkline chart visualizes giving trends at a glance.
Fields & Controls
Profile Header
| Field | Type | Description |
|---|---|---|
| Avatar | Circle | Donor initials with color-coded background. |
| Full Name | Text | Donor display name. |
| Envelope # | Badge | Envelope number if assigned. |
| Giving Status | Badge | Current status: Active, Lapsed, First-time, Occasional, or No gifts. |
| Campus | Text | Campus affiliation. |
Context Rail (KPI Sidebar)
| Field | Type | Description |
|---|---|---|
| YTD Giving | Currency (CAD) | Total year-to-date giving amount. |
| Lifetime Giving | Currency (CAD) | Total giving across all years. |
| Average Gift | Currency (CAD) | Average transaction amount. |
| Last Gift | Date + Currency | Date and amount of the most recent gift. |
| Giving Since | Year | The year the donor first gave. |
| Streak | Weeks | Consecutive weeks of giving. |
| Giving Sparkline | Mini chart | 12-month trend line showing monthly giving totals. |
| Preferred Method | Text | Most frequently used payment method. |
| Primary Fund | Text | Fund that receives the most giving from this donor. |
Main Tab: Giving Overview
| Field | Type | Description |
|---|---|---|
| Monthly Breakdown | Bar chart | Month-by-month giving for the current year, colored by fund. |
| Fund Allocation | Pie/Donut chart | Percentage breakdown of giving across funds. |
| Source Breakdown | Chart | Giving by payment method (Envelope, Cheque, PAD, Online, Card, Text). |
History Tab
| Field | Type | Description |
|---|---|---|
| Transaction Date | Date | Date of the transaction. |
| Fund | Badge | Fund the transaction was designated to, with color indicator. |
| Amount | Currency (CAD) | Transaction amount. |
| Payment Method | Text | Payment method used. |
| Session Number | Link | Link to the session this transaction belongs to. |
| Fund Filter | Dropdown | Filter history to a specific fund. |
| Year Filter | Dropdown | Filter history by year. |
| Date Range | Date pickers | Custom date range filter (From/To). |
Pledges Tab
| Field | Type | Description |
|---|---|---|
| Campaign Name | Text | Pledge campaign the donor has committed to. |
| Pledged Amount | Currency (CAD) | Amount the donor pledged. |
| Fulfilled Amount | Currency (CAD) | Amount fulfilled so far. |
| Progress | Progress bar | Visual progress toward the pledge. |
| Status | Badge | On Track, Behind, Completed, or Lapsed. |
Recurring Tab
| Field | Type | Description |
|---|---|---|
| Fund | Text | Fund the recurring gift is designated to. |
| Amount | Currency (CAD) | Recurring gift amount. |
| Frequency | Text | Monthly, Bi-weekly, or Weekly. |
| Next Charge | Date | Date of the next scheduled charge. |
| Status | Badge | Active or Failed. |
Statements Tab
| Field | Type | Description |
|---|---|---|
| Statement Type | Badge | Annual, Interim, or Ad Hoc. |
| Period | Date range | Start and end dates of the statement period. |
| Total | Currency (CAD) | Total giving for the statement period. |
| Status | Badge | Generated, Emailed, Printed, or Bounced. |
| Download | Button | Download the PDF statement. |
Actions
View Transaction History
- Click the “History” tab
- Transaction history loads with lazy pagination
- Use fund, year, or date range filters to narrow results
- Click “Load more” at the bottom for older transactions
Navigate to a Session
- In the History tab, click the session number link on any transaction
- You are taken to the Session Detail page
View Linked Person Profile
- If the donor has a linked Flock person record, click the “View Profile” button
- You are taken to the Flock person profile page