Archive Donor Profiles

Warning: Before archiving a Donor be sure to cancel any active recurring donation subscriptions. You will not be able to archive a Donor if they have an active subscription.

Archive One Donor 

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar. 

2. Click on the person’s name from the list that appears. 

3. In the “Main” tab, click on the “Miscellaneous” section 

4. In the “Donor” section, select “Archived” from the Status dropdown list 

5. Select a Reason from the dropdown list 

6. Click the [Save Status] button 

Archive Multiple Donors 

1. Go to People, then click on “Archive Donors” found in the sidebar under Donors 

2. Search for the desired profiles to change 

3. Check the box beside each person requiring a status change (or check the “Select All” box at the bottom) 

4. Click the [Archive Donors] button 

5. Select the reason to apply to all selected donors 

6. Click to confirm that you understand that this process cannot be reversed 

7. Click the [Archive Donors] button