Raiser's Edge - Portal

Portal

Please see more info here.  The Portal allows invited users to

• Give one-time or scheduled gifts using a debit or credit card, or bank account draft.
• Manage recurring gifts such as to change payment amounts, or to skip, hold, or end payments.
• Save payment methods — or use ApplePay or Click to Pay — to avoid entering their payment information each time they give.
• View their lifetime history of giving, including cash or checks given offline. Note: The giving history includes these gift types: one-time, gifts-in-kind, matching gifts, stock/property, payments for pledges and recurring gifts, and "Other." Gift subtypes are not included.
• Email giving statements to themselves for the last calendar year or the year-to-date.
• Update their name and contact information to keep your organization up-to-date.