# Add and manage donor profiles

Add donor profiles, review giving history, update notes, and archive profiles while retaining their gifts.

Canonical: https://demo.qixcount.com/help/nonprofit/donors

Who can do this: Owners, or people with *View donors* and *Manage donor profiles*

Where: Nonprofit, then Donors

You'll need: An accessible active or trial Nonprofit subscription; an active contact without an existing donor profile

## Add an existing contact as a donor

1. Under **Nonprofit**, select **Donors**.
2. Select **Add donor** to open the side panel.
3. Select **Existing contact**.
4. Enter **Notes** if needed, up to 5,000 characters.
5. Select **Save donor** to return to the list.

## Who can do this and what you need

A donor profile adds gift notes to an existing customer or vendor contact. Each contact can have only one donor profile, including an archived profile.

You need **View donors** to open the list or record and **Manage donor profiles** to add, edit, archive, or reactivate profiles. Donor setup is available before mapping approval.

If you need a contact first, **Create a customer contact** opens customer creation and needs **Create customers** permission. Clear the donor search if its text is limiting the contact choices.

On cash-gift entry, **Add a donor** instead creates a new customer contact and donor profile together. Enter the name and optional email, mailing address, and notes, then select **Add donor**. Your gift entries stay in place.

The standalone form has the same existing-contact and notes fields:

![Existing contact selector and donor notes](https://demo.qixcount.com/images/help/nonprofit-donor.webp)

## Find and update a donor

Search by name or email. **Status** starts with **Active**; select **Archived** or **All** to find other profiles. **Email** can show **Missing** addresses.
On a phone, select **Filters** for these choices. With **View cash gifts**, the default order is highest all-time giving first.
Without it, donors are ordered by name;
giving-based sorts do not apply.

Select a donor name to open contact details and notes. Counts, gift dates, giving amounts, and gift history require **View cash gifts**
on both the list and record. Those figures exclude refunded gifts. Without that permission, Donor since uses the profile’s creation date.
Grants require **View grants**.

Select **Edit notes** in the row menu, or **Edit** beside **Notes** on the record. Select **Save notes** after entering your changes. Contact names, addresses, and emails are changed on the contact, with the relevant contact-edit permission.

## What happens next

**Archive** retains gift history while making the profile inactive. Select **Reactivate** to restore it. The record has **Archive donor** and **Reactivate donor** actions too. New gifts require an active profile and linked contact.

If a contact already has a profile, reactivate it instead of adding another.

Next, [record a cash gift](https://demo.qixcount.com/help/nonprofit/record-a-cash-gift).