Executive director: keep donor profiles updated after gifts

Executive directors running fundraising miss donor contact updates when payments post, causing segmentation errors and missed stewardship. Donor profiles update on payment so outreach happens quickly.

Overview

Stale donor records cause small fundraising teams to miss stewardship and weaken retention. Updating or creating donor profiles when payments post ensures recurring donors are prioritized, reduces missed follow-ups, and gives marketing clear segments for timely outreach.

Notable Features

Update or create donor profiles
Flag recurring donors for prioritization
Maintain accurate donor segments