We designed our fundraising pages & Donor Dashboard with donors specifically in mind - to make it easy for them to make donations themselves & empower them to make changes to their accounts & subscriptions. (We also LOVE saving you Admin time! 😉)

However, we understand some donors may not be able or willing to make an online donation themselves or make changes to their accounts and would prefer you as the charity admin to take care of things for them.

While we plan to add more robust features in the near future, here's what you can do: 👇

Via Harness Admin Dashboard

Tutorial 📹👇

What You Can Do:

What You Cannot Do:

  • View/edit donors full credit card information

  • Transfer a donor's monthly gift to a different card

  • Register a donor for Round-Ups

  • Change a donor's Round-Up cap

  • Change a donor's registered Round-Up card

VIA Harness Fundraising Pages

We empower donors to make changes themselves through their personal Donor Dashboard (which they can access through any of your Harness fundraising pages) like:

To make any other changes to a donor's subscription (ex: transfer to a different card, increase/decrease gift, etc.), you must request the donor's email and password from them to log into their account to make the changes via the guides above.

*IMPORTANT NOTE: You must LOG OUT after making a donation on behalf of a donor to ensure future transactions aren't accidentally assigned/credited to the incorrect donor profile.

MAKING A DONATION

  • Make a one-time "guest" donation (only requires donor's name, email, cc info)

  • Make a one-time donation + donor account (with a temporary password they can change)

  • Make a monthly donation + donor account (with a temporary password they can change)

MAKING CHANGES TO A DONOR'S ACCOUNT

IF you have received the donor's password, you can:

  • Update donors contact information

    • Name

    • Mailing address

    • Phone number

    • Gender

    • Birthday

    • Employer

    • Position

  • Transfer donations to a different campaign

  • Transfer monthly donations to a different card

  • Cancel a monthly gift

  • Cancel a Round-Up subscription

  • Change a Round-Up cap

  • Add a new payment method/card on file

  • Delete a payment method

  • View/print PDF donation receipts

What You Cannot Do:

  • View/update donors full credit card information

  • Register a donor for Round-Ups

  • Change a donor's registered Round-Up card

*IMPORTANT REMINDER: You must LOG OUT after making a donation on behalf of a donor to ensure future transactions aren't accidentally assigned/credited to the incorrect donor profile.

FAQs

  1. Can I make changes to my donor's account on their behalf?
    Currently, there are limited permissions you can make here.

  2. How can my donor access their personal Donor Dashboard?
    By clicking on "Log In/Register" through any of your Harness fundraising pages/links found here, on your website (if Harness is featured there) and through the "Welcome to Your Donor Dashboard" email we sent when they first created an account with us (example here) and entering their email address and password.

  3. What if my donor can't remember their personal log-in information?
    No worries! They'll log in with their email address & password. If they log in with an incorrect email address, our system will immediately notify them we don't have an account with that email, so they can try an alternative one. You can also find the donor's email address through your Contacts tab by searching for the donor's name and tell them the correct email. If the donor enters the correct email but forgot their password, they can quickly select the "Forgot Password?" link on the log-in form and we'll send them an email immediately to create a new password & login.

  4. How can I refund a donor?
    Search for your donor's name & correct gift in your Reports > Donations. Click the 3 stacked dots to the right of the donation amount, choose "Refund Donation".

  5. How can I stop/cancel a donor's monthly gift?
    Donors can stop their monthly donation quickly & easily themselves through this guide OR you can stop their monthly donation directly within your Admin Dashboard by clicking on Reports > Monthly > Identify the Donor/Gift > Click the 3 stacked dots to the right of the gift > Cancel Gift.

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