Books > Help Center > Donations > Essentials of Donations > General settings >  



How do I add a Donation Coordinator profile?

Each donation appeal must be associated with a coordinator.

  • The coordinator's contact information will be displayed in the confirmation email sent to donors.
  • Confirmation emails for new registrations will be sent to the coordinator associated with the appeal. Error notifications will also be sent to the coordinator if a recurring payment cannot be processed.


You can input a specific person as coordinator or use generic language consistent with your organization's business practices.

  1. Click Donations to view the Main Menu of this service.
  2. From the Coordinators section, choose Add Coordinator.
  3. Enter the coordinator's information into all fields:

    • First Name of the coordinator, that is shown on the confirmation message.
    • Last Name of the coordinator, that is shown on the confirmation message.
    • User Name. Although this field is required, login functionality is not currently available. At a future date, the coordinator will be able to use this user name to log into a restricted Admin section of your GiftTool account. (This should be different than the user name established for your main GiftTool account)
    • Password. Although this field is required, login functionality is not currently available. At a future date, the coordinator will be able to use this password to log into a restricted Admin section of your GiftTool account. (This should be different than the password established for your main GiftTool account)
    • Email Address, that is shown on the confirmation message and displayed as the 'From' email address in your donors inbox. The email address listed will receive email notifications when a donation is made online.
    • Telephone Number, that is shown on the confirmation message.
  4. Click Save.
  5. Next, select the coordinator when setting up your donation appeal form.



Was this information helpful?
Yes   No




Search Help Center

Today's Top 10 Articles
  1. Discounts, Promotional Codes & Surcharges
  2. Creating a table within the HTML editor
  3. I am having difficulty logging into GiftTool
  4. What is a membership order?
  5. How do I confirm receipt of a pending cash or cheque pledge?
  6. Dates
  7. How do I change a Pledge-a-thon coordinator profile?
  8. How do I change a Pledge-a-thon order profile?
  9. How do I use Copy to create a new event?
  10. How do I restore a donation appeal form that has been archived?