{"id":16238,"date":"2023-05-09T08:54:53","date_gmt":"2023-05-09T08:54:53","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=16238"},"modified":"2025-08-18T11:20:07","modified_gmt":"2025-08-18T05:50:07","slug":"donors","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/donors\/","title":{"rendered":"How to Add and Manage Donors"},"content":{"rendered":"<p>In this article, we will help you to understand how to add and manage donors.<\/p>\n<table style=\"line-height: 10px; height: 26px; width: 99.8764%; border-collapse: collapse; background-color: #f7f7f7;\">\n<tbody>\n<tr style=\"height: 108px;\">\n<td style=\"width: 100%; height: 26px;\">\n<p style=\"text-align: left;\"><strong>Skip Ahead to:<\/strong><\/p>\n<p style=\"line-height: 10px; text-align: left;\"><a href=\"#Overview\">Overview<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#Navigation\">Navigation<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#AddDonors\">Steps to Add Donors<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#DefaultSections\">Default Sections in Donors<\/a><a id=\"Overview\"><\/a><a href=\"#DefaultSections\"><\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#ManageDonors\">Common Operations to Manage Donors<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Overview<\/h2>\n<p>Donors play a significant role. As a donor, you have the ability to make a difference in the lives of others and drive meaning. Not only supporting but also contributing to initiatives through your donations. Donors act as a catalyst for progress, helping to address societal challenges, promoting education, supporting healthcare, protecting the environment, and uplifting communities. As a donor, support organizations to achieve their missions and bring about transformative outcomes.<\/p>\n<p><a id=\"Navigation\"><\/a>Note: The Donors menu is only available for the Fundraising and CRM template.<\/p>\n<h2>Navigation<\/h2>\n<p>In the left navigation panel, expand the\u00a0<strong>Recent Projects<\/strong>\u00a0menu and select any project. Hover over the Project breadcrumb at the top, <a id=\"AddDonors\"><\/a>expand the\u00a0<strong>Execute<\/strong> module, and select <strong>Donors<\/strong>.<\/p>\n<h2>Steps to Add Donors<\/h2>\n<ol>\n<li>To add Donors from the listing view, click the ADD button.<\/li>\n<li>Enter the relevant attributes for the creation of donors:<\/li>\n<\/ol>\n<ul>\n<li>Name: Enter the name of the donor.<\/li>\n<li>Owner: Assign a card owner for the Social Media Post.<\/li>\n<li>Contact No.: Enter the contact details of the donor.<\/li>\n<li>Email: Enter the email address of the donor.<\/li>\n<li>Organization Name: Enter the organization details of the donor.<\/li>\n<li>Donor Type: Select the donor type as active or potential donor.<\/li>\n<\/ul>\n<p>3. Fill in the other remaining attributes and click the <strong>SAVE<\/strong>\u00a0button.<\/p>\n<p><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donor.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16446\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donor.jpg\" alt=\"\" width=\"1297\" height=\"549\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donor.jpg 1297w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donor-300x127.jpg 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donor-1024x433.jpg 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2023\/05\/Donor-768x325.jpg 768w\" sizes=\"(max-width: 1297px) 100vw, 1297px\" \/><\/a><\/p>\n<p><a id=\"DefaultSections\"><\/a>To know how to quickly add the Donors from the left navigation panel, <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-add-and-modify-a-workitem\/#Add_from_left_panel\" rel=\"noopener\">click here<\/a>.<\/p>\n<h2>Default Sections in Donors<\/h2>\n<p>The default sections are Details, Linked Cards, Comments &amp; Attachments, and Activity Log.<\/p>\n<p>Once the Donor is created, the following tab is visible:<\/p>\n<ul class=\"whs1\" type=\"disc\">\n<li class=\"p-ListBullet\"><b>Details<\/b>: The Details section displays, gathers, and tracks all information related to the Donor.<\/li>\n<li><b>Comments &amp; Attachments:\u00a0<\/b>The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click\u00a0<a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/collaboration\/\" rel=\"noopener\">here<\/a>.<\/li>\n<li class=\"p-ListBullet\"><strong>Linked Cards:<\/strong>\u00a0It helps you to set parent-child hierarchy and the relationship between themes\/epics and workitems and trace them while working with them. For more information, click\u00a0<a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-linked-cards-in-workitems\/\" rel=\"noopener\">here<\/a>.<\/li>\n<li><strong>System Fields:<\/strong> All the system-generated fields or uneditable fields are listed in the System Fields segment.<\/li>\n<li class=\"p-ListBullet\"><b>Activity Log<\/b>: The Activity log displays the list of operations in reverse chronological order for activities performed such <a id=\"ManageDonors\"><\/a>as updating, closing, reopening, etc. In the Activity Log, you can view the various versions and the differences between the two versions of a workitem.\u00a0For more information, click\u00a0<a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/understanding-the-activity-log\/\" rel=\"noopener\">here<\/a>.<\/li>\n<\/ul>\n<h2>Common Operations to Manage Donors<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-add-and-modify-a-workitem\/#EditWorkitem\">Edit<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-export-and-import-workitems\/#ImportWorkitem\">Import<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-export-and-import-workitems\/#ExportWorkitem\">Export<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-add-and-modify-a-workitem\/#MultilineAddItem\">Multiline Add Item<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-copy-and-delete-a-workitem\/#DeleteWorkitem\">Delete<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-sort-the-list-view\/#MultiSort\">Multi Sort<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/column-settings\/\">Column Settings<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-print-workitems\/\">Print<\/a><\/li>\n<li><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-copy-and-delete-a-workitem\/\">Copy<\/a><\/li>\n<\/ul>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"16238\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/donors\/\" data-post-title=\"How to Add and Manage Donors\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"16238\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/donors\/\" data-post-title=\"How to Add and Manage Donors\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":5,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/16238"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=16238"}],"version-history":[{"count":19,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/16238\/revisions"}],"predecessor-version":[{"id":18194,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/16238\/revisions\/18194"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=16238"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}