Self-Service for Donors

The Donor Portal gives your supporters 24/7 access to manage their giving relationship with your organization. Donors can view history, download receipts, and manage recurring donations without contacting your staff.

Donor Dashboard

When donors log in, they see a personalized dashboard with:

Lifetime Giving: Total amount donated over all time
Year-to-Date: Donations in the current calendar year
Donation Count: Number of gifts made
Giving Streak: Consecutive months/years of giving

Donation History

View all past donations with dates, amounts, and payment methods
Filter by date range or fund
Sort by date or amount
Download individual receipts for any donation

Tax Documents

Annual Contribution Statement: Year-end summary for tax purposes
PDF Download: Print-ready tax receipts
Email Option: Have documents sent to their email

Payment Methods

Donors can manage their saved payment methods:

Add new credit cards or bank accounts
Remove old payment methods
Set a default payment method
Update expiring cards

Recurring Donations

Full control over recurring gifts:

Pause: Temporarily stop donations
Resume: Restart paused donations
Cancel: End the recurring donation
Update Amount: Increase or decrease the gift
Change Payment Method: Switch to a different card

Profile Settings

Update contact information (email, phone, address)
Set email preferences (receipts, newsletters, appeals)
Change password

How Donors Access the Portal

Donors receive a magic link via email to access their portal - no password required. They can also create a password for traditional login if preferred.