Create and manage donor status definitions

Tags: product:platform-access intent:donor-status intent:fiscal-year intent:constituent-filter

First go to School Dashboard > Settings > General Settings and confirm the fiscal-year start date and included gift types. Donor statuses require gift data uploaded through School Dashboard > Data Import. Then open School Dashboard > Settings > Donor Status.

Select Add Donor Status, provide the label, and define whether it represents constituents with no gifts or a most-recent gift in selected fiscal years. Choices are relative to the current fiscal year and update dynamically when a new fiscal year begins, including a 10+ years-ago option. Save, then use View constituents from the status list to review the current audience.

Edit a definition when its year logic or label should change. Before deleting one, review the warning: the status can be used by Volunteer Management custom assignment filters or custom dashboard tiles. Deleting the definition does not repair downstream configurations automatically.