Constituents Tab

360° view of your portfolio

To view your Portfolio Overview, click on 'Donors' in the navigation bar. This will show different views of all constituents in your portfolio.

View all of your donors at a glance

Your Donors

Momentum's Donor Overview feature provides you with a comprehensive tool for managing and engaging with your donors. This feature helps you track essential donor information and interaction history, enabling you to effectively cultivate relationships and maximize fundraising efforts.

The Donors List is your main interface where you can see all your donors listed along with critical details such as the total lifetime donations, the amount of the most recent gift, the last interaction with the donor, and suggested next steps. You can sort and filter this list to manage your engagement priorities efficiently.

Clicking a donors name will open the Constituent Records.

A few things to understand about your Donors in Momentum:

1) We currently anchor on individual donors as opposed to households or organizational/business account records.

2) You can only add active, non-deceased constituent records to your Momentum Donors. If a donor is deceased or a foundation is no longer active, they will not appear in your Add Donors crm search. This prevents fundraisers from accidentally sending out a touchpoint to someone who cannot receive it.