The name lives once
A first-time donor and a weekly volunteer can be the same person. Add the name once. Gifts and groups attach to it.
CRM
One record for the people a charity already knows
The person you serve, the gift they gave, and the group they joined should not live in three files. A small staff answers “who is this?” from one record.
What a split directory costs you
What one record replaces
“The donor list, the volunteer list, and the group list disagree.”
Start from one name
If they gave, volunteered, and joined a group, those facts sit on the same person.
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What belongs on that record
Households, not a sales pipeline
The fields are people, households, and gifts. There is no board of deals to move from stage to stage.
The office shares it
A treasurer and a program lead open the same person. Nobody emails a spreadsheet to get the phone number.
The rest of the work hangs off it
A form, a message, and a gift all point back to that name, so the next task starts from the person instead of a blank row.
Questions about this page
- Can a donor and a volunteer be one record?
- Yes. The name is stored once. Their gift and their volunteer role both attach to it.
- Who on staff can open it?
- The people you give access to, such as the office, a treasurer, and a program lead, see the same person.
- Do we still need a second database for groups?
- No. Groups belong on the same record as the person and their gifts.
Keep the person in one place.
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