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Donor Profile for Couples

Brian P. Davis

I'm curious how users are establishing donor profiles in Stewardship Management (SM). I have donors connected from NXT to SM as a donor contact, but donor contacts are able to connect to funds in a way that populations onto opportunities.

Because donor profiles are manually created, I'm thinking of creating one donor profile per household. Thoughts?

Thanks,

Brian at UNC Asheville

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Comments

Christin Grissom

@Brian P Davis 06, the beauty here is that you can customize the setup of your donors to meet your individual administrative needs, and the needs of your donor. If it's important to you to have data separated out for donors from the same household, you may want to consider having separate donor profiles. Feel free to reach out to your CSM too if you have any additional questions.