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Managing donors

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Donor self-service portal

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For CanadaCRA receipts and workflows for registered charities.For CanadaFor USAIRS receipts and 501(c)(3) reporting, built in.For USAFor charitiesDonor CRM, receipts, and tax summaries.For charitiesFor non-profitsCampaigns, recurring giving, and reporting.For non-profits
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Donation formsDonation formsRecurring givingRecurring givingCampaigns and fundsCampaigns and fundsEvents and ticketingEvents and ticketingText-to-donateText-to-donateSoonView all
Donor CRMDonor CRMDashboards & ReportsDashboards & ReportsTax receiptsTax receiptsDonor communicationDonor communicationDonation magnetDonation magnetView all
Cross-organization givingCross-organization givingDashboard, taxes & receiptsDashboard, taxes & receiptsAccount controlsAccount controlsView all
Volunteer managementVolunteer managementIntegrationsIntegrationsSecurity & complianceSecurity & complianceView all
View all features
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Donors help themselves,so your team doesn't have to.

Donors manage their own giving. Everyone stays on the same page.

One donor account, connected across every organization on DonorsBase they choose to support.

  • One donor, many causes
  • SSO (coming soon)
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Your OrganizationsPortal active
Shelter & Hope Fund
Shelter & Hope FundMember since Mar 2022
Riverside Youth AllianceMember since Jan 2024

Donor Dashboard, Taxes & Receipts

A self-service home where donors see their giving, download receipts, and get their year-end summaries without contacting your team.

Giving history & receipts

Giving history & receipts

Donors view every gift, every fund, and every receipt, on their own, any time.

Donations
General FundSep 12, 2026 · Visa
completed$250.00
Building FundAug 3, 2026 · Visa
completed$100.00
Year-end summary download

Year-end summary download

Download your annual summary as a PDF, or request one for a completed year.

Tax Summary — 2025Generated Jan 15, 2026
$1,530.00
Download PDF

Donors control their own account

Donors update their payment methods, manage recurring gifts, and keep their details current, so your team handles fewer requests.

  • Update payment method
  • Manage recurring gifts
  • Keep contact details current
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Payment MethodsAdd card
Visa •••• 4242Expires 08/27
Default
Mastercard •••• 1881Expires 03/28
Make default
$50.00· MonthlyActive
To General Fund · Paid with Visa •••• 4242Next charge Oct 19, 2026
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Switch for free.Keep everything.

We migrate your donors, giving history, recurring plans, and past receipts off your current platform at no cost. Most organizations are live in under two weeks, and nothing is lost along the way.

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Connect your tools.
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