Note: This article covers the legacy Raise Donor Portal. To read more on the Raise Donor Portal 2.0, read this support article.
In Virtuous Raise, the Donor Portal serves as the access point for your supporters to review and manage their donations and payment details on file. If your organization uses both Virtuous Raise and Virtuous CRM+ as a paired solution, there are a few nuances to be aware of. This article will outline what functions are available in the Virtuous Raise Donor Portal. All of the following actions are available for donors to manage themselves or for admin to manage on behalf of donors.
Table of Contents
- Update Personal Details
- Edit Recurring Gifts
- Review Giving History
- Review Statements
- Contact Your Team
To learn more about how a donor can access their Donor Portal, check out this Support Article.
To learn more about importing donor data to Virtuous Raise, check out this Support Article.
Update Personal Details
A donor can manage the various personal details Email Address on file via the Donor Portal. Email on donor Record can be changed in Virtuous Raise, which can then be pushed to the Donor Portal.
Edit Recurring Gifts
Depending on when and how a donor originally set up their Recurring Gift, the available donor-facing functionality may differ. A donor has the ability to log in to their own Donor Portal and modify the details of their Recurring Gift as long as this Recurring Gift was originally established via Virtuous Raise.
Note: If your organization migrated the Recurring Gift details in from a different processor, the donor will not be able to manage the details associated with those Recurring Gifts via the Donor Portal.
Using the left hand menu, a donor can select "Recurring Gifts" to review an updated list of all their Recurring Gifts.
To edit an existing Recurring Gift, the donor will select "Modify", available to the right of the specific Recurring Gift needing attention.
On the next page, the donor can modify the following details:
- Gift Amount
- Recurring Gift Frequency
- Next Charge Date
- Payment Method Details
After all the appropriate and updated details have been entered, the donor will select Save Updated Information.
If the donor wishes to cancel their Recurring Gift, they will select Delete This Recurring Gift. A confirmation message will pop-up before this action can be successfully executed. To confirm, the donor will select "OK".
Review Giving History
A donor can review their full Giving History via the Donor Portal. This includes all their online donations like credit card payments and ACH, as well as offline donations such as cash or noncash Gifts.
Using the left hand menu, the donor will select Giving History. The next page will display their full Giving History. Select Resend Confirmation to email the donor another copy of the Receipt for the chosen Gift.
Review Statements
If a donor would like to review their previous Statements, they can use the left hand menu to select Statements. Here, the donor can review a full selection of their Statements and even chose to download and save them for their own records.
Contact Your Team
By selecting Contact Us from the left hand menu, they will be presented with a handful of ways to reach out and connect with your team. Directly in their Donor Portal, they can send your team a message or review the list of contact methods to chat with your team.