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  1. Add donor options for SASE and Online Application

    We have many donors that have specific procurement processes. Some require self-addressed stamped envelopes (SASE) be included with procurement letters. And others require that donations be requested through an online portal. It would be helpful if there was a drop down box that allowed us to sort our donors by this category, so that we can assign one volunteer to work on all of them instead of bringing everyone up to speed on how to do this. Our current workaround is to indicate these donor preferences on the "address" line, but that is time consuming and less than ideal.

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    Declined  ·  Greg responded

    We would not be able to anticipate every specific donor option that an organization might want to attach to a donor. This is why we have Affiliations as a general purpose way of tagging and searching donors, and Donor Notes as a way of attaching miscellaneous text notes to donors.

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