What to review before you start
Start with data quality and ownership. Decide which source owns each field, preserve the original gift reference, and review possible duplicates before combining records. Shared phone numbers or household emails are clues, not proof that two people are the same donor.
- Inventory donation sources and the fields each source owns.
- Keep source identifiers, gift dates, and supporter preferences.
- Review duplicate candidates and confirm corrections with your team.
Common questions
Does a unified record replace the donation checkout?
No. Your donation platform remains responsible for its checkout and payment records. The donor operations layer adds context for outreach and reporting.
How should we handle shared family contact details?
Review them before merging. Household relationships and individual donors need distinct treatment so gifts and preferences are not assigned to the wrong person.