Donors and households

Donors lists everyone with their total given, last gift and consent for email and postal mail, 50 to a page. Search by name, email or household.

Add a donor

Fill in Add a donor on the Donors page: a name, and optionally email, phone, household, address and country (United States by default). An email address belongs to one donor only. Add donor opens their page.

Households

Type a household name, such as "Okafor household", on each member's details. Coffer finds the household by name (in any case) or creates it, and each member's page lists the others with a link.

A donor's page

A donor's page shows, in one place:

• what they have given in total and in each of the last three years;
• every gift as a ledger line, with its fund, how it was paid, any note, and whether its letter is due, prepared or sent;
• pledges, with what has been paid and what is still to come;
• their contact details and household;
• the full history of their consent;
• the letters and appeals they were part of;
• an activity list of every change, who made it and when.

Edit contact details

Open Edit contact details, change what you need and Save details. Every edit is versioned: if someone else saved the donor first, Coffer asks you to refresh rather than overwrite their change.