Your donors can manage their own donor portal account in Kindful Fundraising. After they sign in, donors can review their entire donation history, update profile information, add and manage donations, request a refund, and download a tax summary.
Sign In to a Donor Account
After donors create an account, they can sign in.
To sign in, your donors must follow these steps:
Connect to the organization’s donation page.
At the top right of the page, click Sign In.
Enter your Email and Password.
To log in faster next time, select Remember Me. Only select this option from a trusted computer or device that is not public.
Click Sign In.
Tip: Donors can also sign in to a donor account after they donate. On the Create a Secure Account page, click Sign In.
Update Contact Information and Image
To update their contact information, your donors must follow these steps:
Next to the account name, click Edit.
Update the Name, Email Address, Phone Number, or Home Address.
Click Save.
To change the profile image, click Change Profile Image.
Do one of the following:
Drag and drop the image file.
Click to browse for the image file. The image file must be a .JPG, .PNG, or .GIF file less than 500 kb.
Click Done.
Change a Password
To change their password, your donors must follow these steps:
Next to your name, click Edit.
Click Password.
Enter your Current Password.
Enter and confirm your new Password.
Click Change Password.
Review Donation History
To review their donation history, your donors must follow these steps:
On the Dashboard page, review this information:
YTD Total: Total amount of transactions for this year
All Time Total: Total amount of transactions for all years
Recurring Transactions: All recurring donation schedules
Recent Activities: All recent donations, pledges, and refunds. For more information about a donation or refund, click the down arrow.
To review all donation activities, click Activities.
For more information about a transaction, click the down arrow.
Save a Payment Method
Your donors can save a payment method to their account to streamline the process to make a donation. To add a credit card or bank account as a payment method, your donors can follow these steps:
Click Billing.
Select Add Bank Account or Add Credit Card to enter payment information.
Enter your billing information.
Select Add Bank Account or Add Credit Card to save the payment information entered.
The payment information you entered is available as a payment option the next time you make a one-time donation or add a recurring donation.
Edit Recurring Donations
Donors can edit recurring donations to change the frequency, recurrence, amount, fund, or payment method. After making a change, donors must enter their payment information to confirm the change. The existing recurring donation schedule is canceled and a new one is created with the updated details.
To edit a recurring donation, your donors must follow these steps:
In the Recurring Transactions section, click Edit.
To edit only the payment method, click Continue to Payment.
To edit the schedule settings, select new values for the Frequency, Next Recurrence, Amount, or Fund.
Click Continue to Payment.
Select Credit Card or Bank Account.
If you select Credit Card, enter the Cardholder Name, Card Number, Month, Year, CVC, and Billing Address.
If you select Bank Account, enter the First Name (or Organization Name), the Last Name, Routing Number, Account Number, and Account Type (Checking or Savings).
Click Confirm.
Cancel Recurring Donations
To remove a recurring donation, your donors must follow these steps:
In the Recurring Transactions section, click Remove.
To confirm the removal, click Remove. The recurring transaction no longer appears in the Recurring Transactions list.
Cancel Pledges
If a donor cancels a pledge in the donor portal:
If the pledge has no payments, it's fully written off.
If the pledge has payments, it's partially written off.
To cancel a pledge, your donors must follow these steps:
Click Dashboard.
In the Pledges tile, click the X symbol next to the pledge.
To confirm the cancellation, click OK. The pledge no longer appears in the Pledge section, and the Activities List shows the canceled pledge.
Request a Refund
To request a refund for a one-time donation, your donors must follow these steps:
In the Recent Activities list, click the down arrow to expand the transaction section.
Click Request Refund.
After a donor requests a refund, Kindful Fundraising sends the refund request to your organization’s administrator. If you refund the donor in Bloomerang, the donor sees the refund in the Recent Activities list.
Download a Tax Summary
To download a tax summary, your donors must follow these steps:
In the Downloads list, click a tax summary. Kindful Fundraising emails the tax summary to the donor. The tax summary is a PDF file.
Add Donations
Donors can give from multiple locations in their donor account:
Donate button — To add one-time or recurring donations
Dashboard > Set Up a Recurring Transaction — To add recurring donations only
Causes page — To donate to a specific cause
Note: To pay with digital wallets (Apple Pay, Google Pay, PayPal, or Venmo), donors must select Donate from the navigation menu. To pay with Apple Pay or Google Pay, donors must enable Apple Pay or Google Pay on their device and use a supported browser. To accept PayPal or Venmo payments, you must first enable the PayPal and Venmo add-on in Bloomerang. For more information, view Payment Methods in Kindful Fundraising.
Add One-Time Donations
To make a one-time donation from the Donate page, your donors can follow these steps:
Click Donate.
From the Initiatives list, select a donation page.
Enter a donation amount.
Select One Time.
(Optional) Select to add an additional amount to cover transaction fees, if this option appears.
Select a fund from the Designate Your Donation list, if this option appears.
In the Billing Info section, select a payment method. If you’ve previously saved a payment method to your account, your saved payment method will also appear.
Apple Pay
Google Pay
Credit Card
Bank Account
If you select Apple Pay, Google Pay, PayPal or Venmo, follow the prompts on your device to complete the transaction.
If you select Credit Card or Bank Account:
Enter the credit card or bank account billing and account details.
Select I'm Not a Robot and complete the security verification.
Click Donate.
Donations appear in the Recent Activities list. To see more details about a transaction in the list, or to request a refund, click the transaction.
Add Recurring Donations
Donors can add recurring donations and pay with a bank account, credit card, Apple Pay, or Google Pay. Donors cannot use PayPal or Venmo for recurring donations.
To add a recurring donation, your donors can follow these steps:
Click Donate.
From the Initiatives list, select a donation page.
Enter a donation amount.
Select Recurring.
Select the Recurring Frequency.
(Optional) Select to add an additional amount to cover transaction fees, if this option appears.
Select a fund from the Designate Your Donation list, if this option appears.
In the Billing Info section, select a payment method. If you’ve previously saved a payment method to your account, your saved payment method will also appear.
Apple Pay
Google Pay
Credit Card
Bank Account
If you select Apple Pay or Google Pay, follow the prompts on your device to complete the transaction.
If you select Credit Card or Bank Account:
Enter the credit card or bank account billing and account details.
Select I'm Not a Robot and complete the security verification.
Click Donate.
The recurring schedule appears in the Recurring Transactions list. You can Edit the schedule. Transaction details appear in the Recent Activities list. To see more details about a transaction, click the transaction.
Tip: To quickly add recurring donations, donors can also go to Dashboard > Set Up a Recurring Transaction. However, Apple Pay and Google Pay are not available through this workflow.
Learn About, Share, and Donate to Causes
From their account, donors can learn about your active causes and share them on social media. Donors can also donate to a specific cause.
To learn about and share causes, and to donate, your donors must follow these steps:
Click Causes.
Each cause shows the number of teams and team members, the fundraising goal, and the amount raised.
To share a cause on social media, click the cause.
To share on Twitter, click Tweet.
To share on Facebook, click Share.
To donate to this cause, click Donate.