Supporter experience in Donor Portal

When someone makes their first donation to your organization, a profile is automatically created for them in your Donor Portal. Your supporters don't need to create accounts or remember passwords to access their Donor Portal. Instead, they receive secure magic links that take them directly to their profiles.

Magic links eliminate common password problems like forgotten credentials or compromised accounts. Each link expires after 24 hours, but your supporters can request a new one anytime.

There are two ways to get a magic link:

• After making a donation.
• Through direct portal access.

After making a donation, supporters receive a “Thank you” email with a magic link to their portal. The link is included as a button labeled Manage my donation at the bottom of the email. These emails also include donation receipts.

Thank you email footer

Supporters can visit your Donor Portal URL and enter their email address. If they have donated before, they receive an email with a magic link to their profile.

Donor Portal login screen

Supporters can access their profile view by clicking their name in the top-right corner of the screen and selecting Profile. From there, they can (if enabled in your settings) update the following information:

• Name.
• Email address.

Profile settings in Donor Portal

An email address must be unique and cannot be used for multiple Donor Portal accounts.

When supporters modify their profile information in the Donor Portal, the updates are reflected in their Supporter record within the Fundraise Up Dashboard. These changes will also update the details used for any active recurring plans but will not affect historical donation records.

When supporters update their email address in the Donor Portal, they are prompted to choose whether to use the new email address for future donation receipts. This option is selected by default.

If a supporter updates their profile information and downloads a PDF receipt for a past donation, the receipt will display the information that was originally provided at the time of the donation. This approach helps ensure accuracy for tax reporting purposes, especially when supporters use Fundraise Up-generated receipts as documentation.

Supporters can find all their donation receipts in one place by clicking their name in the top-right corner of the screen and selecting Receipts. The Receipts page shows:

• Individual receipts for each donation.
• Annual receipts.
• Option to download all receipts for a specific year as a ZIP file.

Receipts page in Donor Portal

Receipts are generated based on the settings that you configure in your Dashboard. They remain available in the Donor Portal even if they're not sent to supporters by email.

If changes are made that affect the information displayed on a receipt, the receipt in the Donor Portal updates automatically.

When the Show donation history in the Donor Portal option is enabled in your Dashboard, supporters can also access their receipts directly from the main page of their Donor Portal.

If enabled in your Dashboard, supporters can view both one-time and recurring donations in chronological order on the main page of their portal. For each donation, they can:

• View transaction details and payment methods used.
• See status changes in their recurring plans and any changes to payment terms.
• Download PDF receipts.

Each entry also includes tools to view more details about the donation.

Donation history in Donor Portal

The amount listed in the donation history section reflects the monetary value of each donation. In some cases, an approximately equal to symbol (≈) may appear next to the donation amount. This typically occurs with cryptocurrency donations, where the value of a property-based donation is estimated.

The recurring donations section on the main page shows all active recurring plans. Each plan displays its donation amount, next payment date, and payment method. This section is hidden if a supporter has no recurring plans.

When supporters click a plan, they see a comprehensive page with the plan's details, transaction history, and management options. Even if you've disabled general donation history visibility, supporters can still see transactions within their recurring plan details — this helps them track their ongoing commitment.

Recurring donation page in Donor Portal

Supporters can modify their recurring donations by updating:

• Donation amount.
• Payment frequency.
• Next installment date.
• Payment method.

All changes sync immediately with your Dashboard.

The available recurring plan frequency options in the Donor Portal are determined by the Supported frequencies configured in your Dashboard (Settings > Recurring plans).

Supporters can view and edit their phone number and mailing address if the Allow supporters to edit personal information option is turned on in the Donor Portal settings. Any changes will be updated in your CRM shortly after.

If a mailing address or phone number is required for the campaign linked to a donation, the supporter won't be able to remove these details.

Changes will apply only to the selected recurring donation, not to any other recurring plans the supporter may have.

Depending on your portal settings, supporters can:

• Pause donations for 1-12 months.
• Reduce donation amounts.
• Cancel recurring plans.

Consider enabling the Supporter can pause recurring gifts (skip installments) setting in your Donor Portal. This option allows supporters to temporarily suspend their giving instead of canceling it completely, which can help improve donor retention.

An offer to skip a recurring donation for up to 12 months instead of canceling

The Donor Portal also encourages continued support of your organization through several features.

A Donate button is available in the top-right corner of every page, making it easy for supporters to give again. This button links to either:

• Your selected campaign. Learn how to select the campaign for the Donate button in the Donor Portal →
• Your most active campaign from the past 7 days.

Consider selecting a specific campaign if you have a priority fundraising initiative. Otherwise, the automatic selection ensures supporters see your most engaging current campaign.

Both the recurring donations section and the settings page for individual recurring plans include a Give more button, allowing supporters to increase their recurring donation amounts.

On the one-time donation settings page, supporters will see options to increase their impact by converting one-time gifts into monthly donations.

The Donor Portal's Fundraisers section shows supporters their active and paused Fundraisers with current progress and remaining days until their goal date. By clicking on a Fundraiser, supporters can view its details, performance, and make edits.

Fundraisers page in Donor Portal

The Donor Portal lets supporters adapt their Fundraisers as campaigns evolve. Through the Edit fundraiser option, they can control how their Fundraiser is presented to potential peers. They can update:

• Their display name and Fundraiser photo that is shown in the Checkout Modal and Campaign Pages.
• The fundraising goal amount when they exceed initial targets.
• A personal message (up to 120 characters) explaining their connection to the cause.
• The target end date if they need more time to reach their goal.

The Fundraiser details page displays three core metrics to help supporters understand their impact:

• Total amount raised.
• Checkout Modal and Campaign Page view counts.
• Total number of donations received.

An interactive map shows the geographical distribution of donations, while a progress bar tracks advancement toward the goal.

The interface provides sharing tools that supporters use to promote their Fundraisers. These include a copyable direct link, social media sharing buttons, and an email option with pre-written text, which consists of the personalized message of up to 120 characters mentioned above.

Supporters can also download a QR code linking to their Fundraiser. When scanned, the QR code will open the Fundraiser on the website specified in the Supporter destination URL, configured under Campaigns > [Your campaign] > Fundraisers.

Supporters can track contributions through the donations table, which shows each contributor's name, amount, date, location, and comments. The table can be sorted by recent donations (default view) or by amount.

Fundraiser team performance page in Donor Portal

The Team performance section appears on every Fundraiser's page in the Donor Portal, even for Fundraisers with a single participant. This section shows all participating supporters with their detailed performance metrics, including each member's name, their role, total amount raised, and number of donations received.

To add team members, supporters can share an invitation link found in the Team performance section. When invited supporters click this link, they're guided through onboarding screen for creating their own fundraiser profile that connects to the team's collective goal. This creates a network of connected fundraisers working toward the same target. The onboarding appears on the website specified in the Supporter destination URL, configured under Campaigns > [Your campaign] > Fundraisers.

Fundraise Up separates the donation and dedication steps to let supporters focus on each part properly. After completing the donation in the checkout form, supporters access the Donor Portal to specify if their donation is “In honor” or “In memory” of someone and can modify the dedication name entered during checkout.

Dedication page in Donor Portal

For delivering the dedication message, supporters choose between email and postal mail. With postal delivery, organizations receive the recipient's mailing address to send the physical message, as Fundraise Up doesn't handle physical mailing.

When image collections are available, supporters can include images in their dedication messages. Available image categories appear in a dropdown menu, though some options may be restricted based on the dedication type. You can configure image collections in the Settings > Tributes.

Supporters can personalize their dedication by setting the sender name, adding recipient names, and choosing whether to show the donation amount.

The system sends a reminder email to supporters with a link to complete their dedication. Once finalized, the dedication message is sent to the recipient. Organizations can customize both email templates — tribute reminder and dedication message — at the account level (Settings > Emails > Tribute) or for individual campaigns.

Past donations can also receive dedications if they were made to campaigns with the dedication feature enabled.

• Learn how to configure your Donor Portal to customize the URL, appearance, and what actions supporters can take.
• If your organization has its own donor portal, discover how to set up seamless access so supporters can manage their Fundraise Up profiles without logging in twice.