Do you know how to find the donors to a specific fund?

Answer:

  1. Log in to Ali CRM+NUFFO portal.
  2. Click My Fund Portfolio.
  3. Click the hyperlinked fund number to drill down in a NUFFO fund record (view details).
  4. Scroll down. A list will generate on the Donor Information sub-tab of the Financial Details tab:
  5. The list may be exported. It includes a mailing address and salutation to thank these generous donors.

If your team currently uses the campus-based acknowledgment letter process, it will remain unchanged. All other users are encouraged to obtain donor lists via the NUFFO method described here.

The foundation cannot share specific gift amounts for donors in Ali CRM. Why? The university is subject to public records laws and providing access to this information via the Ali CRM database or other paper or electronic records makes gift information subject to disclosure by the university as a public record.

Thanks for taking this trip with us. Continue your journey on this topic in Lessons 10 and 14.
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