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Giver Portal

The Giver Portal

With the Giver Portal, constituents in your database can:

  • create (and change) at any time their own recurring gifts

    Givers can create for themselves recurring donations to any funds you make available and at any schedule.
    For instance, Mary Smith may set up autodraws from her checking account to give $75 monthly to the General Benevolence Fund and $100 quarterly to the After School Services Fund, and $200 autodraw from her savings account annually on her late mother’s birthday to the Annie Smith Memorial Fund.

  • have secure online access to giving history

    Givers can check the amounts of their gifts over the previous 12 months anytime they choose through the secure Giver Portal--no more waiting for a scheduled giving statement in the mail (or email) or needing to call your office.

You decide when you set up each Giver Portal what you want the tool function to be: set up recurring gifts, view giving history, or both. Because the Giver Portal does store payment information, a login is always required to donate through a Giver Portal. Givers must be in your database, but the tool can instruct potential donors who are not in your database to contact your office for help.