Configure your Donor Portal
Learn how to adjust your Donor Portal settings, from its appearance to what supporters can manage.
Upon creating your Fundraise Up account, you'll find your Donor Portal ready to use. To make the most of it, we recommend configuring your portal before launching campaigns and collecting donations. Tailoring your portal to reflect your organization helps supporters feel comfortable and connected when managing their giving.
To configure your Donor Portal, go to Settings > Donor Portal in your Dashboard. Here, you'll have full control over your portal's web address, visual branding, and user permissions.
Personalize your Donor Portal URL
By default, your Donor Portal is assigned a unique web address on the secure donorsupport.co domain, managed by Fundraise Up. You have two options to personalize this address:
- Use a Fundraise Up subdomain.
- Use your organization's own domain.
Use a Fundraise Up subdomain
Create your own address on donorsupport.co domain. For example, if your organization is named Example Foundation, you can change the default address to examplefoundation.donorsupport.co.
To set this up:
- Go to Settings > Donor Portal.
- Locate URL settings section.
- Click Change domain.
- In the pop-up window, ensure Fundraise Up domain is selected (this is the default option).
URL settings for Fundraise Up domain
- Enter your preferred subdomain name in the Subdomain field.
- Click Save changes.
Use your organization's own domain
Connect your own web address to the Donor Portal for a more branded experience. For example, if your organization is named Example Foundation and your site is examplefoundation.org, you could set giving.examplefoundation.org as your Donor Portal address.
For how domain changes affect Campaign Pages, see Campaign Pages: Domain change behavior.
To set up a custom domain, follow these steps.
Step 1: Configure the custom domain in Donor Portal settings
- Go to Settings > Donor Portal in your Dashboard.
- Locate the URL settings section.
- Click Change domain.
- In the pop-up window, select Custom domain.
- Enter your chosen custom domain name. When using a custom domain, you must use a subdomain (such as giving.examplefoundation.org). You cannot use a main domain address (such as examplefoundation.org).
URL settings for custom domain
- Keep the pop-up window open. You can navigate away from the page but don't close it.
Step 2: Set up a CNAME record in your DNS settings
Ask your website administrator to create a CNAME connection between your custom domain and Fundraise Up. Here's what they need to do:
- Open the DNS settings for your domain. This is typically done through your domain provider's website.
- Create a new CNAME record. A CNAME (Canonical Name) record links your custom domain to Fundraise Up's domain.
- Point your custom subdomain to
domain.donorsupport.co. The Name field should contain only your subdomain (such asgiving), not the full domain (such asgiving.examplefoundation.org).Use the following settings:
Name [your subdomain]Type CNAMETarget domain.donorsupport.co
If your DNS is managed in Cloudflare, set the CNAME record for your Donor Portal subdomain to DNS only. Cloudflare’s Proxied mode is not supported for this setup and will prevent the domain from connecting to the Donor Portal.
To configure this in Cloudflare:
- Open your Cloudflare Dashboard > DNS.
- Locate the Name record you created for the Donor Portal.
- Set Proxy status to DNS only.
Step 3: Save the changes in the Dashboard
- Return to the URL settings pop-up window in your Dashboard.
- Click Save changes.
If the pop-up window was closed, re-enter your subdomain (such as giving.examplefoundation.org) in the input field and click Save changes.
Set the portal language with a URL parameter
By default, the Donor Portal determines the language based on your Localization settings. You can override this by adding a ?lang= parameter to your portal URL — it takes priority over all other language detection methods.
For example, to open the Donor Portal in French (Canada):
https://[your-portal-url]/?lang=fr-CA
Supported language codes:
| Code | Language |
|---|---|
ar | Arabic |
da | Danish |
de | German |
en-CA | English (Canada) |
en-GB | English (United Kingdom) |
en-US | English (United States) |
es | Spanish |
es-US | Spanish (United States) |
fi | Finnish |
fr-CA | French (Canada) |
fr-FR | French (France) |
hu | Hungarian |
it | Italian |
ja | Japanese |
ko | Korean |
nl | Dutch |
no | Norwegian |
pl | Polish |
pt-BR | Portuguese (Brazil) |
pt-PT | Portuguese (Portugal) |
ru | Russian |
sv | Swedish |
zh-CN | Chinese (Simplified) |
zh-TW | Chinese (Traditional) |
Language codes are case-sensitive. Copy codes exactly as shown in the table above.
Only codes for languages enabled in your Localization settings will work. If you pass a code for a disabled language, the portal falls back to your organization's default language.
Customize appearance of your Donor Portal
The Donor Portal can be customized to match your organization's visual identity. In the Settings > Donor Portal section, you can set up the following elements.
Browser icon (favicon)
Add your organization's icon that appears in browser tabs and bookmarks. For example, your organization's logo or symbol.
- Minimum resolution: 32×32 px
Favicon of the Donor Portal
Main image
The main image at the top of your Donor Portal is what supporters see first when they access their profile. Consider using an image that represents your organization's mission or shows your impact.
- Minimum resolution: 1716×640 px
Homepage message
Create a message that appears under the main image to welcome supporters and help them use the portal. The homepage message has two parts: a title and the message body.
Title, main image, and message
Title
Add a personal touch to your Donor Portal by creating a greeting that appears at the top of the homepage message.
You can use personalization tags to address each supporter by their name or email. To add a tag, open the tag dropdown menu and select Supporter First Name, Supporter Last Name, or Supporter Email. For example, if you write Welcome, [[Supporter First Name]]!, a supporter named Alex will see Welcome, Alex! when they access their portal.
Donor Portal settings in Dashboard
Here are some other ideas for engaging titles:
- Thank you for your support, [[Supporter First Name]]!
- [[Supporter First Name]] [[Supporter Last Name]]'s giving profile
- Welcome to your donor profile
Message
Message appears below your main image and provides space for longer, more detailed content. You can format this text to make it more engaging — add bold, italic, or underline styling, create lists, or include links to important resources. Personalization tags can also be used here, just like in the portal title.
This is an ideal place to reinforce your mission, share important announcements, or help supporters understand what they can do in their portal. Consider including contact information or links to frequently asked questions. Here is an example:
Your support helps us create positive change, [[Supporter First Name]]. In your portal, you can download tax receipts, manage your monthly giving, and see your impact. Questions? Contact us at support@example.org
Localization
If you have Localization enabled in Settings > Localization, you can provide both the portal title and header text in multiple languages. Use the Language dropdown menu at the top right corner of the homepage message settings, enter your translated text, and save changes.
Preview your Donor Portal
Test how your portal appears to supporters by using the preview option in Settings > Donor Portal. The preview shows a demo version of your portal that includes sample data, helping you see how your customizations look before supporters do.
You can access the preview in two ways:
- Click the View Donor Portal button in the Donor Portal settings.
Donor Portal preview button
- Visit
[your Portal URL]/demo.
Control what supporters can do in Donor Portal
Configure which actions supporters can take in their Donor Portal. These settings help you balance convenient self-service options with your organization's needs for engagement and retention.
In the Settings section of Settings > Donor Portal, you'll find options that control how supporters can manage their recurring donations, customize settings to help retain supporters, and decide what information they can access.
Recurring plans changes
When supporters want to make changes to their recurring plans, they can do it in their Donor Portal. You control which options are available to them. By default, Fundraise Up configures these settings to help retain donors by providing alternatives to cancellation.
Recurring donation cancellation
Choose how supporters can end their recurring plans:
- Supporter can cancel in Donor Portal (after retention attempts). This reduces your support team's workload since supporters can manage their giving independently. Before they can cancel, supporters see retention options in this order:
- An option to reduce their donation amount.
- An option to pause their donations.
- A final cancellation confirmation.
- Supporter required to contact organization or submit feedback form. This will slow down the cancellation process and require additional effort from the supporter. You can add custom instructions that appear when supporters try to cancel, such as: “We are sorry to see you go. Please reach out to us to cancel your recurring donation. For quickest assistance, please have the details of your recurring donation ready when you contact us.”
Recurring plan reactivation
When a supporter reactivates a plan that was canceled or stopped after failed payments, choose whether Fundraise Up brings back the original plan or starts a new one:
- Supporter restores the original plan. The original plan returns to active status and keeps its plan ID, its payment history, and the total it has collected. This is the default.
- Supporter gets a new recurring plan. Fundraise Up creates a second recurring plan and leaves the first one closed. The new plan carries the amount, frequency, currency, and designation of the closed plan, and starts its own payment history under a new plan ID.
Choose Supporter gets a new recurring plan when your CRM cannot reopen a closed recurring record and expects a new one instead. Otherwise keep the default. A new plan means the past installments, the total raised, and the original start date stay on the closed plan, so a report that tracks a supporter by plan shows two records instead of one.
The choice applies to every canceled or failed recurring plan in your account. Subaccounts do not inherit it, so set it separately in each one.
A change to this setting affects only future reactivations.
Reduce recurring donation amount
Choose how supporters can change their donation amounts:
- Supporter can reduce amount in Donor Portal. This lets supporters adjust their donation amount without contacting your organization. They maintain their connection with your organization, even if at a reduced amount.
- Supporter is required to contact the organization or submit a feedback form. This creates an opportunity for your team to understand why supporters want to reduce their giving and possibly suggest alternatives. You can add custom instructions such as: “We respect your needs. To decrease the donation amount, please contact us for the next steps.”
Pause options
Control whether supporters can temporarily stop their recurring donations instead of canceling them:
- Allow supporters to pause recurring plans instead of canceling. This gives supporters an alternative to canceling their donations. When enabled, they can pause for 1 month, 3 months, or choose a custom duration up to 12 months. Their donations automatically resume at the original amount after the pause period ends.
Profile and donation history
Control what information supporters can view and edit in their Donor Portal.
- Supporter can edit their personal information. This lets supporters update their profile photo, title, first and last name, occupation, email address, mailing address, and phone number without contacting your organization. When disabled, supporters must reach out to your team for any profile changes.
- Show donation history in the Donor Portal. This determines whether supporters see their donation history on the main page of their portal. When disabled, this information is hidden. By default, this information is shown to supporters.
Note that supporters can still see transaction history for their recurring plans within each plan's details.
- Show designations in donation history. This controls whether each donation in the history shows its designation. Designations appear for both one-time and recurring donations. By default, designations are not shown in the donation history list. This setting is available only when Show donation history in the Donor Portal is enabled.
Supporter sign-in options
Supporters can sign in to your Donor Portal in 3 ways. They don't need to create an account or remember a password for any of them.
- Magic link. A supporter enters their email address and receives a link that opens their profile.
- Google. A supporter signs in with their Google account in one click.
- Apple. A supporter signs in with their Apple account in one click. Supporters don't see this option until you connect your organization's Apple developer account to the Fundraise Up Dashboard.
The magic link option is always enabled and requires no setup.
Google and Apple sign-in work only when the supporter's provider account uses the email address on their donation. Apple's Hide My Email supplies a different address, so supporters who choose it can't get in and have to use a magic link instead.
Connect Google and Apple in your Fundraise Up Dashboard under Settings > Supporter sign-in. Apple appears only after you connect it. Google appears either way, but until you connect your own account, the Google screen shows the Fundraise Up name and logo, and shows the Fundraise Up privacy policy and terms of service instead of yours.
Requirements
To connect Google, you need:
- The Organization Administrator role in your Fundraise Up Dashboard.
- A Google Account with the Owner or Editor role in a Google Cloud project. Use an account your organization controls rather than one belonging to a member of staff.
- Links to your organization's home page, privacy policy, and terms of service. You add all three to Google in step 7. Your privacy policy must sit on the same domain as your home page and be linked from it.
To connect Apple, you need:
- The Organization Administrator role in your Fundraise Up Dashboard.
- An Apple Developer Program membership, with the Account Holder or Admin role. Membership costs 99 USD a year, charged in local currency in some regions. Nonprofit organizations can ask Apple for a fee waiver.
What a connection covers
A connection applies across your organization:
- Your Donor Portal and peer-to-peer fundraiser registration. Supporters and fundraisers see the same sign-in options.
- Live and test data. One connection covers both.
- One connection for each provider. Google and Apple connect separately.
- One account. Subaccounts connect their own providers and inherit nothing from the parent account.
Supporters can sign in with Google while you complete this setup. Connect your own account before you promote your portal, so supporters see your organization on the Google screen rather than Fundraise Up.
Connect Google
- In your Fundraise Up Dashboard, go to Settings > Supporter sign-in. In the Google section, click Connect and copy the Redirect URL. You’ll need it in step 9.
- Open the Google Cloud Console and sign in with your organization's Google Account.
- Create a project, or select one in the project selector at the top of the page.
- In the left menu, go to APIs & Services > OAuth consent screen to open Google Auth Platform, then click Get started.
- Enter an App name and a User support email. Supporters see the app name when they sign in, so enter your organization's name.
- Under Audience, select External, enter a contact email address, accept the policy, and click Create.
External lets anyone with a Google Account sign in, which is what your supporters need. Internal limits sign-in to your own staff, so no supporter could reach your Donor Portal. Google doesn't allow this choice to change afterwards, and correcting it means starting again with a new project.
- Open Branding. Under Authorized domains, add
fundraiseup.comand your organization's domain. Add your Application home page, Privacy policy, and Terms of service links, upload a square App logo under 1 MB, and save. - Open Data access and click Add or remove scopes. Select
openid,.../auth/userinfo.email, and.../auth/userinfo.profile, click Update, and save. Add no other scopes. Google reviews applications that request more, and supporters cannot sign in until that review finishes. - Open Clients and click Create client. Select Web application, enter a name for your own reference, and leave Authorized JavaScript origins empty. Under Authorized redirect URIs, click Add URI and paste the redirect URL from step 1, with no trailing slash. Click Create.
- Copy the Client ID and Client secret and store them in a password manager. Google shows the secret once. Never put the secret in website code, email, or chat.
- Open Audience and click Publish app. Until you publish, only Google Accounts listed as test users can sign in.
- Open Branding and click Verify Branding. When the status reads Ready to publish, click Publish branding. Publish within 7 days, or run the checks again. Until Google verifies your branding, supporters see your domain in place of your organization's name.
- Return to Settings > Supporter sign-in in your Fundraise Up Dashboard, enter the Client ID and Client secret, and click Connect.
Fundraise Up tests the credentials with a live sign-in. When the test passes, the connection saves.
Connect Apple
- In your Fundraise Up Dashboard, go to Settings > Supporter sign-in. In the Apple section, click Connect and copy the Redirect URL. You need it in step 6.
- Open Certificates, Identifiers & Profiles in your Apple Developer account.
- Click Identifiers, click the add button, select App IDs, and click Continue. Select App and click Continue.
- Enter a Description and a Bundle ID in reverse-domain form — your organization's domain reversed, followed by a name. For
example.org, that would beorg.example.donorportal. Under Capabilities, select Sign in with Apple. Click Continue, then Register. This creates your App ID. - On Identifiers, click the add button, select Services IDs, and click Continue. Enter a Description and an Identifier in the same reverse-domain form, such as
org.example.signin. Supporters see the description when they sign in, so enter your organization's name. The identifier must differ from the Bundle ID. Click Continue, then Register. - Open the Services ID, select Sign in with Apple, and click Configure. From Primary App ID, select the App ID you created in step 4. Apple lists it by the description you entered. Under Domains and Subdomains, enter
api.fundraiseup.comwith nohttps://and no trailing slash. Under Return URLs, paste the redirect URL from step 1. Click Done, Continue, then Save. - Click Keys, click the add button, and enter a Key Name. Select Sign in with Apple, click Configure, select the same App ID, and click Save. Click Continue, then Register.
- Click Download to save the
.p8key file, and store it. Apple allows this download once. Copy the Key ID shown on the page. - Copy the Team ID from the membership details of your Apple Developer account. It is 10 characters of letters and numbers.
- Go to Certificates, Identifiers & Profiles > Services. Next to Sign in with Apple for Email Communication, click Configure, then add the domain and sender addresses your organization sends Fundraise Up email from. Find both at Settings > Emails in your Fundraise Up Dashboard.
- Return to Settings > Supporter sign-in in your Fundraise Up Dashboard. Enter the Services ID, Team ID, and Key ID. Open the
.p8file in a text editor and paste its full contents, including the-----BEGIN PRIVATE KEY-----and-----END PRIVATE KEY-----lines. Click Connect.
Fundraise Up tests the credentials with a live sign-in. When the test passes, the connection saves.
Step 10 covers supporters who choose Hide My Email when they sign in. Apple gives your organization a forwarding address for them and delivers to it only from registered senders. Without this step, those supporters receive nothing your organization sends.
Change or turn off a connection
Go to Settings > Supporter sign-in in your Fundraise Up Dashboard, then:
- To replace credentials, click Edit, enter the new values, and click Connect.
- To stop offering a provider but keep its credentials, click Disconnect. Click Connect to offer it again.
- To delete a provider and its credentials, click Remove.
In every case the provider's button disappears from the sign-in screen and stays hidden until you connect that provider again.
Supporters who have already signed in keep their profiles and their giving history, and they can always sign in with a magic link.
If your credentials stop working at Google or Apple, Fundraise Up turns that provider off and records it in your Audit log. Click Edit and enter the new credentials to turn it back on.
If a connection fails
The connect window shows the error the provider returned.
redirect_uri_mismatch. The redirect URL saved in Google doesn't match the one Fundraise Up sent. In the Google Cloud Console, open Google Auth Platform > Clients, open your client, and compare Authorized redirect URIs against the Redirect URL in your Fundraise Up Dashboard, character by character. A trailing slash is the usual difference.invalid_client. Google doesn't recognize the credentials you entered, because a value was mistyped or the client was deleted. In the Google Cloud Console, open Google Auth Platform > Clients and copy the Client ID and Client secret again, with no spaces at either end. If the client no longer exists, create a new one and repeat steps 9 and 10.access_blocked. Your application is still in testing, so Google allows only the accounts on the test users list. In the Google Cloud Console, open Google Auth Platform > Audience and click Publish app.- Apple reports a failure without naming a field. Apple rejects the whole set of credentials rather than identifying the one at fault, so check all four. In your Apple Developer account, open Certificates, Identifiers & Profiles > Identifiers and confirm you entered the Services ID from step 5 and not the Bundle ID from step 4, and that the redirect URL is saved on the Services ID under Sign in with Apple > Configure. Then confirm the private key includes its
BEGINandENDlines, and that the Team ID and Key ID both come from the Apple Developer account that owns the key.
Option 1: Use a specific campaign
To set a specific campaign for the Make a new donation button:
- Go to Settings > Campaigns
- In the Disabled campaign behavior section, select Redirect the supporter to another campaign's Checkout Modal/Campaign Page.
- Choose your campaign from the dropdown list.
- Click Save changes.
Option 2: Let the system choose automatically
If you don't select a specific campaign, the system uses your most active campaign from the past 7 days. All supporters see this same campaign when they click the Make a new donation button.
The system monitors donation patterns and automatically updates the selection when a different campaign becomes more active. This ensures supporters always see your most engaging campaign when they want to give again.
Access supporter profiles
For troubleshooting, users with Organization Administrator, Campaign Administrator, and Support Specialist roles can view specific supporter portals. From any supporter's page in the Dashboard, click Open Donor Portal to see their portal exactly as they would see it.
While you'll have reduced functionality compared to supporters, such as being unable to create new donations or increase existing ones, this view helps you understand their experience.
Supporter's page in the Dashboard
Next steps
- Learn about supporter experience in Donor Portal to explore how your donors can manage donations, download receipts, and run Fundraisers.
- Use the Donor Portal supporter guide template — a customizable, supporter-facing article covering sign-in, recurring plan management, receipts, and more.
- Do you have your own donor portal? You can let supporters access their Fundraise Up profiles directly from there, without needing to log in twice. Learn how to integrate Fundraise Up Donor Portal with your platform →
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