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Donor profile template

Donor profile template 2026

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The document is a template for internal use focused on collecting and organizing donor information for fundraising and development purposes. It includes sections for donor profiles, contact details, individual donor information, current and lifetime giving amounts, areas of interest, and additional notes regarding the donor's relationship history and affiliations.

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Click ‘Get Form’ to open the donor profile template in the editor.
Begin by entering the Donor Name at the top of the form. Specify whether it is a Corporation, Foundation, or Individual.
Fill in the Address, City, State, and Zip code fields to provide complete contact information.
Enter the Phone number and Email address for general communication.
In the Contact Information section, list the Primary Contact's name and phone number. Include details for the President/Chairman of the Board and Corporate Contributions Coordinator as well.
For Individual Donor Information, input any Nicknames and birth dates for both Hers and His.
Indicate if this donor is a Planned Giving Prospect by checking 'Yes' or 'No'.
Document Current Donor Level and Lifetime Giving Amount along with their respective dates.
Specify when the donor has been associated with your organization by filling in 'Donor Since'.
Detail known areas of interest in your organization to better understand donor engagement.
Use the Notes section for additional insights such as relationship history or affiliations that may be relevant.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a donor summary?

Sometimes referred to as donor statements, donor summaries include a donors giving recordincluding the date, amount, and other gift detailsfor a specified period of time.

What is the ideal donor profile?

Elements to Include in a Donor Profile Name. Date of last interaction with your nonprofit. Giving status (e.g., prospective donor, one-time donor, repeat donor) Summary of past interactions. Next moves.

What is the typical donor profile?

The Ideal Donor Profile itself. The facts, like age, gender, location, wealth or giving capacity, experience as a volunteer, and so on. Most factual criteria are somewhere in the public record which includes prospect-research services, websites, and other databases. This info is (relatively) easy to find.

How do you write a donor profile?

Simply put, the Rule of Seven recommends seven contacts with a donor within one year after that person makes a gift. In other words, for every one request you make for a gift, you need seven other meaningful contacts.

How do I create a donor list?

Identifying potential donors is a critical step in building a robust donor list. This process begins with understanding your organizations mission and the types of individuals or entities that align with your goals. Start by analyzing your current donor base to identify common characteristics among your supporters.

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What is the rule of 7 in fundraising?

With respect to being a major organizational donor, IPM Advancement notes that major donors tend to have the following characteristics: placing a premium on personal relationships, building trust through relationships, being a baby boomer that is wealthy and generous, having donors volunteer for your organization, and