The Raise Donor Portal 2.0 gives your donors a secure place to see their giving, manage Recurring Gifts, and keep information up to date. This article covers each function and what donors see. Each action below can be done by the donor or by an admin on the donor’s behalf.
Note: The Raise Donor Portal 2.0 is currently in beta. This means you must first enable it on the Early Access Programs page under System Settings. For setup and customization options, see What Is The Donor Portal 2.0?
Table of Contents
- Review Dashboard
- Review Donation History
- View Impact Updates
- Donate
- Update Personal Details and Saved Payment Methods
Review Dashboard
The Dashboard is the donor's home screen when they log in to the new Portal. From the Dashboard, a donor sees their recent giving activity, Impact Updates, and next scheduled Gift.
Review Donation History
A donor can review their full giving history including all online donations like credit card payments and ACH, as well as offline donations such as cash or noncash Gifts. If a giving statement is available, the donor can download the statement.
View Impact Updates
A donor can read Impact Updates from your organization like Project milestones, stories of success, or other news.
Manage Recurring Gifts
A donor can view and modify the details of their Recurring Gift(s) or start a new one in the new Portal.
To edit an existing Recurring Gift, the donor selects the edit icon on the schedule. There, they can modify the following details:
- Gift Amount
- Project designation(s)
- Recurring Gift Frequency
- Next Charge Date
- Payment Method Details
If the donor needs to cancel their Recurring Gift, they can select Cancel recurring giving. A confirmation prompt will prompt them to complete the cancellation.
Review Giving Statements
A donor can review previous years’ giving statements and download them to save them for their records.
Donate
A donor can make a new Gift directly from the new Portal using the Donate button.
Update Personal Details and Saved Payment Methods
A donor can save payment methods and manage the personal details stored on their record like:
- Name
- Address
- Phone Number
- Password
To update their profile, the donor selects Profile Settings in the bottom-right.
On My Profile, the donor can manage their personal information and address.
Note: The email address used to log in to the Donor Portal cannot be changed by the donor. An admin can update the email on the donor's Record in Virtuous Raise, and the change is pushed to the Donor Portal. See How Do I Update a Donor Email Login? for steps.
On the Sign in & Security page, the donor can update their Donor Portal password.
On the Payment Methods page, the donor can add, remove, or set a default payment method for their giving.