How Can a Donor Update Their Donation Details in the Donor Portal?

The Donor Portal allows donors to manage their payment details and review receipts on their own time. If a donor needs to update any of the details associated with their recurring donations for any reasons, they can login and handle any updates. Below are instructions on how to access and update donation details. 

First, the donor will navigate to your organization's donor portal and log in to their account. 

Once logged in, the donor will see their active recurring donations. By selecting the "Edit" option to the right of the exact recurring donation they want to modify, they will be moved to a new page. 

On this next page, the donor can now update the below details. 

• Next Scheduled Payment Date 
• Frequency 
• Recurring Amount 
• Saved Payment Method 
• To opt in or out of covering the transaction costs 
• Discontinue the recurring gift 

To update the Saved Payment Method being used to charge the recurring donation, the donor will select the field "Saved Payment Method" and then select "Use a New Payment Method". Additional options will open below. The donor can then enter either credit card details or bank account details. 

After all the necessary details have been entered, they will select "Update Recurring Gift" to confirm. After confirming the update, the donor will be taken back to the Donor Portal homepage. 

To learn more about managing your Donor Portal, check out this Support Article.