Knowledge Base

Explore topics below or use the search to find help.

Getting Started

Get to know the basics of using Donor Builder

Accounts & Contacts

Contacts are the heart of the system, learn how to effectively manage them.

Transactions

Learn how to manage both charitable and non-charitable transactions.

Forms

Collect information by creating custom forms.

Dashboards

Get the most out of Donor Builder with personal dashboards

Reports

Keep your org on track with our own as well as your custom reports.