How do I use donor cards in the Major Giving Portfolio?

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): 

1. Marked Deceased in past 7 days 

2. Pledge past due 

3. Follow Up is past due 

4. Follow Up is due today 

5. Recent donation in the past 7 days (including Donor Advised Funds, Family/Private Foundation, and Workplace Giving) 

6. Recent pledge in past 7 days 

7. Birthday is in the next 7 days 

8. Membership is in lapsed status 

9. Membership expired in last 7 days 

10. Lapsed donor who gave longer ago than 365 days 

11. Contact recently assigned to staff in past 7 days 

12. WealthEngine updated in past 7 days 

13. No recent contact by any portfolio owner in last 90 days 

Step 2: Review donor card information 

1. Each card shows basic contact details 

2. A message explains why the contact needs review 

3. A summary of the donor's giving history is displayed 

Step 3: Act on donor cards 

1. Click the Action menu (three dots) on the donor card 

2. Choose from options: 

   1. Create or edit action plans 

   2. Schedule follow-ups 

   3. Other responsive actions based on the trigger 

3. After taking action, you can dismiss the card for 7 days 

Step 4: Managing the donor card workflow 

1. The default view shows 6 cards at once 

2. When you dismiss a card, a new one will load 

3. 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?