Maintain Donor Profiles
Goal: Keep the records that drive every gift, receipt, and stewardship touch — donor identity, contact, giving history, and admin attributes — accurate and up to date.
Track Engagement and Capacity
Goal: Use Ayuna's engagement signals — capacity rating, giving level, recency, and crossover with volunteering — to build prospect lists worth working from.
Merge Duplicate Constituents
Goal: Combine two records that are really the same person into one, moving their donations, volunteer hours, event registrations, and everything else onto the record you keep — while preserving both records' emails and phone numbers.
Monitor the Donor Relations Dashboard
Goal: Use the donor relations dashboard to take the program's pulse — total raised, donor counts, retention, recency — without piecing it together from individual reports.
Handle Donor Communications and Preferences
Goal: Reach donors through the channels they've consented to, with the cadence they expect, and capture every touch so the next conversation builds on the last.