Donor Management
Track donors, gifts, pledges, and acknowledgments end-to-end — all inside your own CartonCrew, with no external provider needed. Donor profiles carry full giving history; gifts and pledges roll up into segments, reports, and year-end statements.
Who this is for: admins and fundraising staff in an org with the Donor Management extension enabled. (Activation is gated behind an attestation in Settings → Fundraising.)
What’s here
Everything lives under the single Donors item in the sidebar. Opening it shows four tabs across the top of the page:
| Tab | What it does |
|---|---|
| Donors | Donor profiles with contact details, tags, and giving history. |
| Gifts | Record one-off and recurring gifts; import donations in bulk. |
| Pledges | Track pledged amounts, schedules, and fulfillment status. |
| Reports | Segments and giving reports for stewardship and analysis. |
Acknowledgments (tax-receipt / thank-you letters) are generated from a donor’s profile — open a donor and use Generate acknowledgment.
Older bookmarks to the separate Gifts, Pledges, or Donor reports pages redirect automatically to the matching tab.
Key things it does
- Donor profiles with full giving history, tags, and contact info (US-formatted phone, dates, currency).
- Gift entry for offline gifts, plus a bulk Import donations flow.
- Pledge tracking with status (e.g. active / fulfilled) and reminders.
- Auto-generated, IRS-friendly tax-receipt acknowledgments.
- Reconcile gifts against incoming payments.
- Year-end donor statements available as PDF packs via the PDF Reports extension (Source: Donor packs).
Last updated: 2026-06-11 · Applies to: CartonCrew v1.120+