The Donor Portal allows donors to manage their payment details and review receipts on their own time. If a donor needs to update their phone number, mailing address, or any of the details associated with their recurring donations, they can login and handle any updates. Below are instructions on how to access and update these 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 profile, their active recurring donations, and their giving history.
To add or update address or phone number, the donor selects Edit Profile and complete the relevant fields. Note: a donor is not able to update the email address for their Donor Portal account with Virtuous Giving.
To add or removed saved payment methods, the donor selects the link for Payment Methods. If a donor attempts to delete a payment method that is actively being used for a Recurring Gift, they will be prompted to select or enter an alternate payment method, in order to ensure their ongoing contribution schedule is not interrupted.
To modify a Recurring Gift schedule, the donor selects the Edit option to the right of the exact recurring donation they want to modify.
On this next page, the donor can 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 selects the field Saved Payment Method and then selects Use a New Payment Method. Additional options will open below. The donor can then enter either credit card details or bank account details.
For credit cards:
For bank accounts:
After all the necessary details have been entered, 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.