CSV or Excel (.xlsx) with columns Full Name, Recognition, Level, Email (matching the template). Email gives the most reliable matching; Level enables the gift-level check on submissions. When a donor submits their plaque, they're automatically confirmed against this list — by email first, then by name.
⭳ Download a CSV template
Donor roster
0 selectedPersonalized plaque invitations, sent one at a time so the account isn’t flagged. Already-submitted donors are skipped.
Name
Recognition
Email
Gift level
Status
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Pledges
Pledges submitted on the pledge form. Export a batch, upload it to DonorPerfect, then mark it exported so the next batch shows only new ones. The Donor ID comes from the invitee list (add it there to populate it).
Donor ID
Name
Email
Additional
New total
Method
Submitted
Exported
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Donor Recognition: invite & capture names
Upload the donors to invite (CSV or Excel with Name, Email, and Current gift). Each person gets a unique link; then Export the Constant Contact file to add each recognition_link to your email. This list is kept completely separate from the donor wall / plaque submissions.