Understanding Donor Management

Effective donor management turns one-time givers into repeat supporters. Pulsar helps you track donor relationships and maximize giving potential.

Each donor profile shows their complete giving history at a glance

What you'll learn

• Viewing donor profiles

• Tracking donation history

• Identifying upgrade opportunities

Donor Profiles

Each donor has a profile showing:

• Total giving - Lifetime contribution amount

• Donation count - Number of gifts

• Average gift - Mean donation size

• First/last gift - Giving timeline

• Recurring status - Active monthly donor?

Donor Segments

Segment donors for targeted outreach:

By Amount

• Major donors - $500+ gifts

• Mid-level - $100-499

• Grassroots - Under $100

By Behavior

• Recurring - Monthly givers

• Multi-time - Gave more than once

• Lapsed - Gave before but not recently

• New - First-time donors

Organize donors into segments for targeted outreach and cultivation

Donor Cultivation

Thank-You Process

• Send receipt immediately

• Personal thank-you within 48 hours

• Track thank-you status in Pulsar

Upgrade Strategies

• Ask previous donors to give again

• Suggest recurring for one-time givers

• Invite mid-level to become major donors

Personal Touch

Major donors deserve personal calls from the candidate. Small gestures make big differences.

Compliance Tracking

Monitor donation limits:

• Track total giving vs. legal limits

• Flag donors approaching limits

• Ensure all required info is collected

Return Over-Limit Donations

If a donor exceeds the limit, refund the excess promptly. Pulsar alerts you when donors approach limits.

Monitor donors approaching contribution limits to stay compliant

Next Steps

• How to Record Donations

• Building Donor Segments

• Automating Donor Thank-Yous