Portal

The portal is a website unique to your organization, where constituents can connect with you. After you set up the portal, add a link to it from your website, marketing, and printed materials. Depending on the features you enable, constituents with portal access can:

• Give one-time and recurring gifts using a debit or credit card, or bank account draft.

• Manage their recurring gifts such as to change payment amounts, or to skip, hold, or end payments.

• Update their name and contact information to keep your organization up-to-date.

• Save their payment methods to avoid entering their payment information each time they give.

• View their lifetime giving history, including cash and checks given offline, including:

  • one-time gifts

  • gifts-in-kind

  • matching gifts

  • stock/property

  • pledges and pledge payments

  • recurring gift payments

  • other

• View their registered events.

• View their memberships.

• Email giving statements to themselves for the last calendar year or the year-to-date.

• Tip: To manage updates to portal users name and contact information, view their linked accounts, and send portal invitations, navigate to Communications, Portal activity.

Portal setup checklist

For admins, follow these steps to set up and activate the portal:

1. Plan your organization's portal rollout.

2. Configure permissions for those who can set up and manage the portal.

3. Set up authentication and activate the portal, including contact information and customizing the portal branding and sign-in experience.

4. Enable features.

5. Send invitations to constituents.