Creating and Accessing the Donor's Portal Account
Donors may create their account using these instructions:
As of Feb 2020, donors will be prompted to create their login credentials at the time they create a new recurring donation. The prompt will link the donor directly to the "Set-up Your Login" page in the Portal.
Updating Account Information
Once logged in, the donor may change/update his payment method (card number and/or expiration date), increase/decrease the contribution amount, update his mailing or email address, or stop his recurring contribution. He may also view/download a transaction history.
Linking Multiple Accounts
If the donor has more than one recurring transaction associated with the same email address, the accounts may be “linked” so the donor can access all of his transactions using the same login credentials. To have accounts linked, please email GiveDirect at email@example.com.
Verify Existing Account Status
To see whether a donor already has login credentials, go to "Recurring Payments" in your control panel and enter the donor's name in the search fields. (Ensure there are no dates in the date range fields and click "Search.") On the next screen, click on the transaction ID to get into the detail page. At the bottom of the detail page is a section titled "Online Management System." If the donor has login credentials you can see the login name here.