Add a Constituent

When adding a constituent, you’ll want to enter as much information as you have for your constituent to ensure that your fundraising efforts are maximized through the use of accurate and complete information. Adding a new constituent to Donor Management requires at least basic name information (first, last, or display name). Display name is the name used to display within Donor Management when viewing the constituent on a screen, a list, or in a report. Click the More link if you want to include more detailed name information.

It is important that you choose the correct constituent type. You can choose between an individual (the default option), a company, or a household. When you want to track a single person, choose Individual. When you are looking to track a group of people as a single entity, choose Household. When you want to track an organization, corporation, foundation, school, etc. choose Company.

You can enter an address, phone, or email. Be sure to accurately choose the type (business, personal, mobile, other) when adding information. After you enter the initial constituent information you’ll be able to add additional addresses, phones, and emails.

Be sure to indicate whether or not this is an Affiliate constituent. Marking a constituent as an Affiliate indicates that you do not want them to be included in your normal solicitation efforts. This is helpful to keep vendors and other general contacts out of your normal efforts.

You can also optionally add this constituent to a mailing list. Choose one or more mailing lists. This can be helpful for sending out Welcome Letters or other communication.

If you’ve defined any custom fields for your constituents, you will have the opportunity to enter them before adding your constituent.