Donor Login: With access to Year-End Statements & Donation Management

What would be really nice to have is the ability to give donor access to not only their donation history through a personal login that they manage but their year-end giving statements. Also, to be able to update card information, make changes to recurring gifts and send messages to a team member within their platform.

  • Guest
  • Jun 14 2021
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  • Erin Macleod commented
    July 05, 2021 17:51

    Seconded especially for a donor's ability to update their credit card information - it seems unwieldy that the solution to the literally-monthly issue of expiring cards is manual lift in the form of outreach (especially while WFH is still in place).


    Really hoping there is some kind of discussion around providing a simple platform for donors to view/adjust aspects of their own records.

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