Donor Profile: Left Panel

The following key donor details are always visible on the left side of the profile.

Prospect Attributes is a card on the donor profile that holds the three details your team uses to judge where a relationship stands: how much a donor could give, how much you plan to ask for, and where they sit in your cultivation process.
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These are details your team enters. AwardSpring doesn't calculate them from giving history they reflect your own judgment about the relationship.
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Any attribute you haven't filled in shows as Not set.
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The capacity tiers and cultivation stages your team sees are yours to define. AwardSpring ships a default set, and you can rename them, add your own, or remove ones you don't use, so the card matches the language your shop already speaks.

To edit them, go to Settings and then Donor Profiles.

Note: once donors have been assigned to a stage or tier, the number of donors in each is displayed alongside it, and you won't be able to delete one that still has donors assigned. Move those donors first.
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The About card holds the durable facts about who this donor is, the things that stay true regardless of what they've given or where they sit in your cultivation process. Information is gathered from the middle panel of the Profile tab and gives you a quick reference to donor information.
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You can edit the items you want to pin on the left panel by clicking the gear icon.
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Constituency Tags describe how a donor relates to your institution, for example alum, parent, trustee, faculty or staff, community member, corporation or foundation. A donor can carry more than one.
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Tags are descriptive rather than evaluative. They're separate from Capacity tier, which is your judgment of how much a donor could give, and from Cultivation stage, which is where the relationship sits in your process. The tags tell you who they are.
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Your tag list is yours to define. Go to Settings → Donor Profiles → Constituency Tags to rename tags, add your own, or remove ones you don't use.
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Constituency Tags are useful for segmenting, whether you're building a list of alumni parents or everyone with a corporate affiliation. It's worth agreeing on a tag vocabulary as a team before people start adding their own.
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The Relationship Manager is the staff member who owns this relationship, the officer of record.
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Giving Summary is a quick read on what this donor has given. Unlike Prospect Attributes, these figures are calculated by AwardSpring from the gift records on the account, so you don't enter them.

Use the soft credits toggle to include or exclude soft-credited gifts in these totals. Soft credits let you recognize a donor for a gift they influenced but didn't personally make, such as a company matching an employee's gift. Turning the toggle on will change the figures shown, so if a total looks higher or lower than you expect, check the toggle first.
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Suggested Ask is an optional SpringIQ feature that recommends how much to ask each donor for, based on their giving history and the thresholds your team sets. The recommendation appears on the Suggested Ask card in the left column of the donor profile, where an officer can accept it or override it.
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You control the logic behind it. AwardSpring does not decide what a "major gift" means at your institution, you do.
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To configure it, go to Settings → SpringIQ → Suggested Ask.
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Use the AI Suggested Ask Widget checkbox at the top of the page. When it's off, the Suggested Ask card does not appear on donor profiles.
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Thresholds decide which giving band a donor falls into, which in turn decides how their ask is calculated and presented.

Set these to match how your shop already talks about giving levels. If your leadership annual society starts at $2,500, set your annual fund ceiling to $2,500 rather than working around the default.
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Multipliers turn a donor's giving history into a recommended amount. Each band uses its own multiplier, and the annual fund band uses three so it can offer a choice of amounts.

Higher multipliers produce more ambitious asks. Lower multipliers produce safer ones.
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The live preview on the right of the settings page shows this using three sample donors:
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Annual fund. A donor whose last gift was $250 is offered three amounts, one per annual multiplier: $250, $375 and $500, with the middle amount recommended. Officers pick from the three.
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Leadership annual. A donor whose last gift was $5,000 gets a single target of $7,500, shown with a plus or minus 15% range.
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Major gift. A donor whose last gift was $50,000 gets a target of $100,000, presented with a low figure of $75,000 and a stretch figure of $150,000.
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So the annual band gives officers options, and the two higher bands give a target with room either side.
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The right side of the settings page classifies three sample donors using your in-flight edits, so you can see the effect of a change before it takes effect.
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This matters because changing a threshold or a multiplier changes the suggested ask on every donor record it applies to, not just new ones. A small change to the major gift multiplier moves the recommended ask for your entire major gift pipeline.

Two things to know about saving:

Because of that, it's worth deciding your thresholds and multipliers as a team, checking the preview, and making changes deliberately rather than experimenting on a live site.
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The suggested amount is a starting point, not a decision. Officers can override it on the donor profile by expanding on the suggest ask.
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The last two areas include Funds the donor is associated with as well as any Relationship association with other donor profile.
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