Navigating Donor360®

Screen Tasks

From the Screen Tasks menu, most tasks open a new screen within Donor360. Note that for your convenience, the header information persists. For example, if you click the Giving History task from the Donor Information task category, the overview information will be replaced with highlighted section below. To return to the overview page, simply click the Main Page link, as shown below.

Each section in the Screen Tasks menu is referred to in this documentation as "task categories". The tasks available in these task categories are listed below.

Quick Create

·            New Constituent

·            New Donor Contact Activity

·            New Donor Email

Donor Plans

·            Matching Gift Plans

·            Planned Giving

·            Grant Applications

Gifts

·            Create a Flexible Gift

·            Create a Simple Gift

·            Search for an Existing Gift

Donor Information

·            Open Constituent Central

·            Giving Analysis

·            Giving History

·            Recognition History

·            Maintain Yearly Goals

·            Hard/Soft Credits

·            Contact Tracking & Activities

·            Relationships

·            Sphere of Influence

o           Funding Interests/Disinterests

o           Capability/Inclination Scores

o           Assigned Solicitors

o           Constituent Roles

o           Miscellaneous Comments

o           Miscellaneous Demographics

o           Salutations

o           Appeal Activities

Financials

·            Search for a Receipt

·            Financial Analysis

·            Order and Gift Analysis

·            Pay Open Orders

Moves Management

·            View Moves Management History

·            Create Prospect Moves Plan

·            Maintain Prospect Moves Plan

Reports

·            Donor Profile - Individual (FND1210)

·            Donor Profile - Company (FND1211)