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What Donors Can Do Within Their Personal Donor Dashboard
What Donors Can Do Within Their Personal Donor Dashboard
Megan Carlson Kladakis avatar
Written by Megan Carlson Kladakis
Updated over a week ago

Edit Profile

  • Update Name

  • Update Phone Number

  • Update Mailing Address

  • Turn Texts On/Off

  • Add Birthday

  • Add Gender

  • Add Employer

  • Add Job Title

  • *Donors CANNOT change their email address (but you can change this for them by editing their Individual Donor Profile/Contact card here)

Payment Methods

  • Add payment methods/cards on file

  • Delete payment methods/cards on file

  • Donors CANNOT "edit" a current card on file (but they can easily add a payment method & transfer a current monthly subscription to that new card on file)

Donation History

  • View total giving history

  • View & print individual donation receipts

  • Harness currently does NOT offer 1 comprehensive end-of-year receipt for tax purposes.


​Monthly Gifts

  • View active/current monthly gift amount, card, withdraw date

  • Edit donation date (for future gifts)

  • Edit monthly donation's campaign designation

  • Edit monthly donation's payment method/card on file

  • Cancel monthly donation

  • Add a new monthly donation

  • Donors CANNOT currently increase/decrease the amount of their donation. They can follow this guide to end their current monthly gift create a new monthly donation for the updated amount.

Round-Ups

  • View active/current Round-Up cards

  • View # of card swipes

  • View current, to-date month of accumulated spare change & recent purchase locations

  • View & change monthly giving cap

  • View & edit $.00 purchase action (either donate $0 or $1)

  • Edit campaign designation

  • Cancel/remove Round-Ups

Events

  • Manage tickets

FAQs

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