Donor Portal Overview

The Donor Portal is a web site where individuals can manage their own recurring donation or membership. Also, if a donor fundraises for a charity (such as peer-to-peer fundraising) the donor can manage those accounts through this portal.

Actions the Donor May Take:

• Change a payment method (debit/credit card or checking account)
• Change the amount
• Update contact information
• Stop a donation / membership
• View payment history
• Print a year-end statement

Manage Page

To get the manage page, click on the "Manage My Recurring Payments" button.

On the manage page you will see a summary of your account. In the left-hand column you will see the charity to which you donate at the top, your current payment method, and the amount and frequency of your donation. In the right-hand column, you will see the status of your account at the top (active or stopped), your recurring ID, and the three most recent transactions.

From this page you may:

• View your complete transaction history and print a year-end tax statement.
• Update your payment method. The options are Credit / Debit or Checking (automatic withdrawal from your bank account).
  • Note: The cost for processing a check is cheaper than processing a debit/credit card. Additionally, a checking account is more stable for recurring transactions because there are no expiration dates and account numbers change less frequently.
• Update your transaction amount and/or elect to include the processing cost in your payment.
• Change the frequency of the transaction (monthly, quarterly, or annually).
• Stop (cancel) the donation or membership payment.

How can I make a one-time or special payment?

The Donor Portal is designed as a tool to manage an existing recurring payment. The Portal is not designed for setting up new recurring payments or for making one-time payments.

If a donor wishes to make a special payment, such as an extra Christmas gift for a favorite animal shelter, or as a special one-time gift to purchase extra holiday meals for the homeless, then the donor should access the donation form on that charity's web site.

How do I view my other donations?

If you have more than one recurring donation or membership, those should be displayed consecutively on the Manage page.

If you do not see your other donations, your accounts will need to be linked. Linking allows you to access all accounts with a single login. Please use the Customer Service tab in the top menu bar to contact us and request your accounts be linked.

When and how often are recurring payments processed?

• Recurring transactions are processed once a month on the 15th. It will generally take a day or two for you to see an approved transaction in your bank or card account statement.
• Donations will continue to run until they are stopped by you or payment information changes. At this time, there is no way to schedule a termination date, but the donor may cancel his own gift from the Donor Portal or by contacting the charity or GiveDirect.
• Transactions are only processed once in a given month unless a donor has requested that a missed payment be made up.

• The auto-processing cycle will not begin until the month following the origination date.

  For example: If a recurring donation is started on Jan 5th, the next payment will not be auto-processed until Feb 15th. Likewise, if a donation is started on Jan 31, the next payment will be auto-processed on Feb 15th.

• If the donor needs a quarterly or annual gift processed in a particular month, the request should be submitted to GiveDirect Customer Support through the "Contact Us" link in the blue navigation bar.

  For example: An annual membership payment was established in September 2019. Normally, that payment would process again in September 2020. However, if the donor needs the membership payment to renew in June, he/she may call or email GiveDirect to have the payment reassigned so that it processes in June of each year going forward.

Other general information

Auto-cancelled payments -- reasons an account might be stopped

• A debit/credit card declined for two consecutive months
• Expired card
• An eCheck returned for any reason other than insufficient funds
  • In the case of insufficient funds, the donor will be given the opportunity to make a deposit and try to re-process.

Email notifications

Donor email notifications will be sent when:

• a transaction is successfully processed
• a transaction fails to process successfully. (The notification will also include the reason for the failure as identified by the card issuer or bank.)
• the card on record has expired or will be expiring. Notifications will be sent:
  • 30 days prior to a card expiring
  • the month the card expires
  • the month following the expiration date if not previously updated
• Confirmation when a donation or membership is stopped

Security and privacy

How we handle donor's information

A donor's information including payment method or card numbers is never shared with any 3rd party individuals or organizations. Only the donor's pertinent donation detail, such as amount, donor's contact information and comments entered by the donor, are shared with the charity to which the gift is made.

GiveDirect does not store credit card numbers - only a token that represents the number - making it impossible for critical information to be stolen.

Secure data encryption

Every page on our website has been secured with a digital security certificate. This is shown via the lock in the URL bar of the browser. To view this certificate, click on the image of the lock or the key in your browser window. A small frame displaying site security information will appear.

Protection of information being transmitted

All information collected by GiveDirect, such as name, address and payment method, is securely stored. We take measures to protect the confidentiality and security of your information while it is stored, including:

• Utilizing firewalls to prevent unauthorized access to the stored information.
• Housing servers in a highly secure building to provide additional protection against unauthorized access and changes to stored information.
• Restricting access to stored information to only those employees who are involved in processing transactions.

We use encryption technology to ensure the safe transmission of your information. GiveDirect is PCI (Payment Card Industry) compliant.