Givebutter

Create and share custom reports, filter data with greater precision, and automate scheduled reports.

How to create, schedule, and export Custom Reports

Track and collect pledged contributions with customized installments, reminder notifications, and easy payment options.

How to manage Pledges

Recognize and keep track of individuals who played a role in influencing a transaction

How to use soft credits

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Filter, edit, and export transaction and contact data

CRM / Donor Management

Creating and managing individual and company contacts

How to create and edit contacts

Keep track of custom contact information by adding unique fields to your contact entry form.

How to use contact custom fields

Add relationship information with our households feature

How to use contact households and relationships

Manage duplicate contacts manually, or using our automatic data checker

How to merge duplicate contacts

Tags are a powerful, lightweight way to organize your contacts in Givebutter.

How to use contact tags

Filter your contacts into focused groups, and save them as segments

How to filter contacts and save segments

There are two ways to remove contacts from your account, temporarily or permanently!

How to archive or delete contacts

Track supporter interactions by logging contact events outside of Givebutter such as emails, phone calls, and notes

How to add and import contact activities

Record any emails outside of Givebutter to a contact’s timeline by using your unique Givebutter BCC address or forwarding address.

How to log emails to a contact timeline with BCC or forwarding address

Export contact data right from your dashboard into a neatly organized CSV.

How to export / download contact details

Learn how to generate and send annual giving statements for a single donor, or all of your supporters!

How to send end-of-year giving summaries

Add documents, images, and spreadsheets to individual contact profiles to save and organize information.

How to upload files to a contact profile

Experience the power of clean data with Data Hygiene – your database's secret weapon for keeping donor information up-to-date and accurate.

How to validate and maintain your contact data with Data Hygiene

Contacts

You can process offline transactions, also known as manual donations, from the Transactions page in your dashboard.

How to add and manage offline transactions

Manually reassign contacts to an alternative individual or company contact from a contact profile

How to reassign a transaction to a different contact

Reissue donation receipts directly to donors from your Transactions page.

How to resend a transaction receipt

Use the heart button next to any transaction to keep track of various accounting scenarios.

How to mark a transaction as acknowledged

Export your transaction data with custom filters right from your dashboard into a neatly organized CSV.

How to export / download transaction details

Export recurring donation plans right from your dashboard into a neatly organized CSV.

How to export recurring plan details

Transactions

Create a custom design with text, images, and links

Start a Fundraiser

Contact Us

Find answers and get help from Intercom Support and Community Experts

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