Important Dates

Keeping track of important dates is easy with Donor Tools. You can track birthdays, anniversaries, and any date that helps you remember something special about your donors.

Here's how to set up important dates for your donors:

1. Go to the donor that you want to set an important date for
2. Click "Dates".
3. Click "New Date".
4. Enter a name for the date (e.g. "Birthday"), select the date from the menus, and (optionally) add a note. Then click save.
5. That's it! Now, every year, within about a month of the anniversary of the date, the date will show up on your dashboard page, and the dashboard of the donor. Just another reason and reminder to reach out to your donors!