As you have seen in this module, Fundraising and Engagement enables you to manage relationships with your constituents, and to create rich donor profiles with full donor histories. The capabilities in Fundraising and Engagement for managing constituents include:

  • Storing and viewing information about your constituents, whether they are individual contacts, organizations, or part of a household.

  • Tracking activities and preferences of your constituents.

  • Viewing details and summaries of each constituent's donation history.

  • Managing constituent payment methods and address changes.

  • Grouping contacts as households, where you can manage their roles and view summaries of the household giving information.