---
schema_version: "1"
id: 5867fd3d062028063515a12445a9b982d6782e33cfd355e3565dd885c77261b7
title: Use the Donor Profile
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_use_the_donor_profile.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_use_the_donor_profile.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8d2d4bb0f99c92bebd64c64afdd2da2f98188a2ee071e4e1feedb066fe5f9e54
description: Efficiently and thoroughly evaluate donors' suitability for major gifts requests.
products:
  - Nonprofit
release: "264"
---
# Use the Donor Profile

Efficiently and thoroughly evaluate donors' suitability for major gifts requests.

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          <td class="slds-cell-wrap" style="vertical-align:top;">USER PERMISSIONS NEEDED </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">&nbsp;</td>

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          <td class="slds-cell-wrap" style="vertical-align:top;"> To use Interest Tags with Fundraising: </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>Fundraising_Admin permission set group</p>
            <p>OR</p>
            <p style="margin-bottom:0;">Fundraising_User permission set group</p>
          </td>

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The Donor Profile simplifies the process of identifying, qualifying, and managing information on prospective donors. When you're researching prospects, the Donor Profile shows you the information you need to gauge a person or partner's likelihood of making a major gift.

Use the Donor Profile to:

- Determine if a donor qualifies for a specific request and their willingness to give by evaluating a prospect's giving history.
- Tailor discussions and outreach engagements to donors by familiarizing yourself with a donor's background.
- Understand a donor's giving philosophy and habits by reviewing their giving history.
- Track and celebrate a donor's milestones—such as birthdays, graduations, and anniversaries—Use them to personalize communications and build a stronger relationship with the donor.
- Receive alerts on donor communications and activities that enable you to start relevant and timely interactions that further builds your relationship.
- Create interaction summaries that record your communications and engagements with the donor.
- Upload pertinent notes and files on the Notes and Files tab.
- Quickly familiarize yourself with the donor's interests by viewing their Interest Tags.

SEE ALSO:

- [Set Up Fundraising](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_fundraising.htm&release=264.0.0&type=5 "Enable Fundraising, configure user profiles, users, and permissions, and set up key features and automation so users can get started using Fundraising.")
- [Interaction Summaries](https://help.salesforce.com/s/articleview?id=ind.fsc_interaction_summaries.htm&type=5)
- [Interest Tags](https://help.salesforce.com/s/articleview?id=ind.fsc_admin_interest_tags.htm&type=5)
- [Events and Milestones](https://help.salesforce.com/s/articleview?id=ind.fsc_admin_life_events_business_milestones_overview.htm&type=5)
- [Record Alerts](https://help.salesforce.com/s/articleview?id=ind.record_alerts.htm&type=5)