Donor Management

Alignmint's Donor CRM is a complete relationship management system designed specifically for nonprofits. Track every interaction, understand giving patterns, and build lasting relationships with your supporters.

Donor Profiles

Each donor has a comprehensive profile containing:

Contact Information

Name (first, last, prefix, suffix)
Email addresses (primary and secondary)
Phone numbers (home, work, mobile)
Mailing addresses (with seasonal address support)
Preferred communication method

Giving History

Complete donation history with dates, amounts, and methods
Lifetime giving total
Largest gift and average gift size
First and most recent donation dates
Giving trends and year-over-year comparison
Recurring donation status and schedule

Relationships & Affiliations

Household relationships (spouse, family members)
Organizational affiliations (employer, board memberships)
Soft credits for gifts made through others
Matching gift eligibility

Engagement Tracking

Event attendance history
Volunteer activities
Communication preferences and opt-outs
Notes and interaction history

Donor Status Categories

Alignmint automatically categorizes donors based on their giving activity:

New: First donation within the last 12 months
Active: Donated within the last 12 months (not first-time)
Lapsed: Last donation was 12-24 months ago
Inactive: No donation in 24+ months
Major Donor: Cumulative or single gifts above your defined threshold
Recurring: Has an active recurring donation

Segmentation & Tags

Create custom tags to segment your donors for targeted outreach:

Giving Level: Major Donor, Mid-Level, First-Time
Affinity: Board Member, Volunteer, Event Attendee, Alumni
Interest: Program-specific interests, campaign participants
Communication: Email Only, No Mail, Holiday Card List

Search & Filtering

Find donors quickly using powerful search and filters:

Full-text search across names, emails, and notes
Filter by giving amount, date range, or frequency
Filter by tags, status, or location
Save custom filters for repeated use
Export filtered results to CSV

Duplicate Management

Alignmint helps you maintain clean data:

Automatic duplicate detection on import
Merge duplicate records while preserving history
Bulk duplicate scanning and cleanup tools