The three contact types
Every contact is one of three types. The type you choose shapes which details Advocora collects.Household
An individual or family made up of one or more people, each with their own emails and phone numbers.
Organization
A business, nonprofit, or institution. Organizations don’t contain individual people.
Foundation
A donor-advised fund, family foundation, or grantmaking entity.
A contact’s type is set when you create it and can’t be changed afterward. If you picked the wrong type, create a new contact with the correct one.
What’s on a contact’s profile
Open any contact to see a full picture of your relationship with them:- Header — the contact’s name, type, and location, plus quick actions like Record gift and Log touch.
- Summary cards — lifetime giving, total number of gifts, the latest gift, and the largest gift at a glance.
- Activity timeline — a unified history of gifts, touches (calls, emails, meetings), and notes. Filter it by activity type.
- People (individuals) — for households, the people in the contact along with their emails and phones, marked as primary or opted-in.
- Contact info — the mailing address, plus the county and legislative districts when an address has been looked up.
- Tags — labels you use to group and segment contacts.
- Notes — free-form notes your team adds over time.
What you can do here
Find a contact
Search and filter to pinpoint exactly who you’re looking for.
Add a contact
Add a new household, organization, or foundation with a guided wizard.
Manage a contact
Edit details, manage people, record gifts, and add tags and notes.
Bulk actions & export
Act on many contacts at once.