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Giver Self Service
Your givers can manage all of their giving history (including their recurring gifts) from anywhere. Easily print tax-deductible statements, edit payment options, print receipts, and more.
How It Works
1
Givers create a login through the giving embed when the first gift is made. They can log into their Giver Self Service portal on the giving embed which will pre-populate secured giver information.
2
While logged into the Giver Self Service portal, simple navigation of all giving details makes it easy to make any edits or changes and collect any information needed.
3
All giver’s payment information is securely stored within the portal and any changes made by the donor are immediately implemented and reflected in the Backoffice.
Additional Features
Giving History
Givers can view and easily print their giving history from any specific period of time. They can also print out their tax-deductible statements and download a record of all giving for simple account reconciliation.
More Options
When editing a recurring schedule in Giver Self Serve, givers can opt-in/out of adding an additional amount to cover the transaction fees for their donation as well as, add additional designated funds to their existing recurring gifts.
