Supporter record

Open a supporter from the list (or from a transaction) to see everything Givevery knows about that person.

Identity

Name and merge control. If you find two records for the same person, Merge keeps one record and combines gifts.

Tags

Labels you add so you can filter the list later — campaigns, segments, volunteer roles.

Insights

Lifetime giving and gift cadence for this person.

Personal info

Email, phone, address, and saved payment method details when we have them.

Recurring

Active monthly plans, retries after a failed charge, and cancel when they ask to stop. Failed cards can be updated via a donor link from this area.

Gifts

Every donation tied to this supporter, including gifts you recorded by hand. You can record another gift from here.

Touchpoints

Emails and other outreach logged against this person (for example receipt or dedication messages).

Activity

Notes and a timeline of what staff have done on this record.