Fund Record Donors

The Donors tab gives you a focused view of who has given to a specific fund. You can review this information directly from the fund record, without navigating to separate lists or applying filters manually. It’s designed to help you quickly understand donor participation, identify key supporters, and prepare for follow‑up or stewardship.

Use this tab when you want to answer questions like:

  • Who is supporting this fund?

  • Which donors are most engaged?

  • Who should we follow up with next?

The Donors tab on the fund record is available only to users with permission to view constituent lists.

What The Donors Tab Shows

The Donors tab displays a list of constituents who have given to the fund you’re viewing. The list is automatically scoped to that fund, so you’re always working with the correct data.

For each donor, you’ll see key information such as:

  • Constituent summary details

  • Fund-specific giving totals

  • Committed and received revenue for the fund

This gives you quick context about each donor’s relationship to the fund and how they’re contributing to its results.

What You Can Do On The Donors Tab

The Donors tab uses a donor-focused list experience optimized for fund review and automatically applies the current fund filter.

Use it to:

  • Sort and refine donor results to identify top or recent supporters

  • Filter donors to support segmentation or analysis

  • Export the list for reporting, stewardship, or outreach planning

  • Open constituent records in a flyout for more detail

The list uses infinite scrolling, and totals update dynamically as you adjust filters or columns.

Your list preferences are saved specifically for fund donor views, so the list stays tailored to how you work when reviewing funds.

Common Ways To Use The Donors Tab

The Donors tab is especially helpful when you need to:

  • Identify top donors supporting a specific fund

  • Review donor participation tied to a particular purpose or restriction

  • Segment donors for stewardship or follow-up

  • Export a fund-specific donor list for reporting or analysis

Move seamlessly from fund performance to donor relationships

It pairs naturally with the Overview and Gifts tabs — letting you move from high-level metrics, to transactions, to people, all within the same fund record.