The Donor Portal serves as the access point for your supporters to review and manage their donations and payment details on file. Donors can access their Donor Portal in a few different ways, detailed below.
Please note that donors who wish to update their payment method on file for a recurring gift must make this change themselves via the portal; your staff will not have access to update stored payment method information. Should a donor call on the phone and wish to make a change, it's best to walk them through the process of setting up their account (if they have not already) and making the change.
Automatic Invites for Donors to Register
At the bottom of every receipt and Thank You page is a link for donors to manage their donor portal. When the donor clicks that link, Legacy RaiseDonors will know (based on their email) if they've ever used the portal before.
- If this is their first time to the donor portal, they will be prompted to create a password.
- If they are returning, it will prompt them for their password (the donor can always reset their password if they've forgotten it).
Manual Invites for Donors to Register
You can manually generate an email to a donor from Legacy RaiseDonors inviting them to log in to the portal. If a donor calls and has never been to the portal or has forgotten how to access it, you can have Legacy RaiseDonors send an email inviting them to log in. To do so, go to the 'Donors' tab and navigate to the specific donors page. Once there, click the 'Resend Link to Donor Portal'.
Ways To Access Your Donor Portal as a Legacy RaiseDonors User
- Inside your account settings, you first see 'Organization Information'. At the bottom of that page, it lists your Legacy RaiseDonors URLs.
- You can create a 'Donor Login' button to house on your website. This option bridges the donor portal to your regular website.