Overview
Donor cards appear in the Noteworthy section of the Cultivate tab and help you identify contacts needing special attention based on specific triggers or events.
Step 1: Understand how donor cards are prioritized
Donor cards are added to your workflow based on this hierarchy of triggers (in priority order):
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Marked Deceased in past 7 days
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Pledge past due
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Follow Up is past due
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Follow Up is due today
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Recent donation in the past 7 days (including Donor Advised Funds, Family/Private Foundation, and Workplace Giving)
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Recent pledge in past 7 days
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Birthday is in the next 7 days
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Membership is in lapsed status
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Membership expired in last 7 days
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Lapsed donor who gave longer ago than 365 days
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Contact recently assigned to staff in past 7 days
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WealthEngine updated in past 7 days
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No recent contact by any portfolio owner in last 90 days
Step 2: Review donor card information
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Each card shows basic contact details
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A message explains why the contact needs review
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A summary of the donor's giving history is displayed
Step 3: Act on donor cards
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Click the Action menu (three dots) on the donor card
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Choose from options:
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Create or edit action plans
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Schedule follow-ups
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Other responsive actions based on the trigger
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After taking action, you can dismiss the card for 7 days
Step 4: Managing the donor card workflow
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The default view shows 6 cards at once
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When you dismiss a card, a new one will load
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After 7 days, dismissed cards may reappear if there is still a qualifying reason for attention
What else do you need help with?
- Understanding Major Giving Portfolio
- How do I use the Cultivate tab?
- How do I create Moves Management Action Plans?
- How do I manage Action Plans?