Benefits to creating Donor accounts:
Store donor information in AwardSpring (visible to administrators only)
Share public profiles that showcase donors’ generosity
Give donors access to a portal where they can view their scholarship recipients
Regardless of whether you plan to create Donor accounts for one or more of the above reasons, each Donor must have their own AwardSpring account. Don’t worry—you don’t need to give Donors access to their account if you choose not to, and they won’t be notified that you’ve created an account for them in AwardSpring unless you inform them.
Creating a Donor account
Go to People, then Donors, and click + Add New.
In the Add donor window, choose the donor type, Individual or Organization, fill out the required fields, and click Create donor.
Note: For an Individual donor, the first and last name are required; for an Organization, enter the organization name instead. If you want the donor to have access to the Donor Portal, you’ll also need to enter a valid email address so the donor can sign in and access their account.
The Donor will not receive a notification from AwardSpring when you create their account. If you wish to notify them that an account has been created, open the More actions menu on their donor record and select Reset Password.
Once the account exists, the donor record has these tabs: Profile, Activity, Documents, Public Page and Events.
Activity tab
This tab is a timeline of the donor’s tasks, meetings, notes, emails and gifts. Use the All, Gifts, Communications, Events and Tasks filters to narrow it.
Profile tab
Use this tab to keep the donor’s details up to date. It is organized into cards: About, Contact (emails, phones and addresses), Relationships, Communication (opt-outs), Other (donor stage), Notes, Associated Scholarships, Funds and Data Enrichment. Optionally, enter the donor’s contact information in the Contact card.
Public Page tab
Optionally, complete the donor’s public profile on this tab. Set Profile type to Private (hidden from students) or Public (visible to students), fill in the public card (name, company, web address, photo, description and links), and click Save. Click View public page to preview it. Public profiles are visible to students under the Donors tab in their logged-in view.
Associated Scholarships
The Associated Scholarships card on the Profile tab lists the scholarships that the Donor is assigned to or associated with.
To assign a Donor to a scholarship, select the scholarship from the Scholarships page. On the Details tab, scroll to the Donors section, click the Select Donor field, and type the donor’s name to filter the list. Once you select their name, they will be assigned to the scholarship.
To assign another Donor, repeat the steps above. To remove a Donor, select the trash can icon at the right of their row in the Donors table.
