Donor Support

What your donors experience & how to guide them to make updates to their accounts.

14 articles in this collection
Written by Megan Carlson Kladakis

What Admins Can Do For Donors

What Admins can do - ex: create donations/subscriptions & make changes on behalf of donors who are unable/unwilling to do so themselves.

Written by Megan Carlson Kladakis
Updated this week

How to Cancel a Donors Monthly Donation

Step-by-step guide on how Admin's can stop monthly gifts on behalf of donors.

Written by Megan Carlson Kladakis
Updated this week

What Donors Automatically Receive From Harness

How Harness saves you time & instantly gratifies donors through automatic messages.

Written by Megan Carlson Kladakis
Updated this week

Donor Guides

Change Monthly Gift Date

How donors can change the date of their monthly subscription.

Written by Megan Carlson Kladakis
Updated this week

What Donors Can Do Within Their Personal Donor Dashboard

Written by Megan Carlson Kladakis
Updated this week

Update Account Information

Step-by-step guide on how to update your personal donor information.

Written by Megan Carlson Kladakis
Updated this week

Stop Monthly Donation

Step-by-step guide on how to stop your monthly donation.

Written by Megan Carlson Kladakis
Updated this week

Add or Remove Payment Method

Step-by-step guide on how to add a payment method.

Written by Megan Carlson Kladakis
Updated this week

Change Monthly Donation Amount

Step-by-step guide on how to increase/decrease/change your monthly donation.

Written by Megan Carlson Kladakis
Updated this week

Transfer Monthly Gift to Different Card

Step-by-step guide on how to update your monthly giving payment method.

Written by Megan Carlson Kladakis
Updated this week

Stop Round-Up Donation

Step-by-step guide on how to stop your Round-Up donation.

Written by Megan Carlson Kladakis
Updated this week

Change Round-Up Donation Cap

Step-by-step guide on how to update your maximum donation cap.

Written by Megan Carlson Kladakis
Updated this week

Turn Text Messages ON/OFF

Step-by-step guide on how to turn your text messages on/off.

Written by Megan Carlson Kladakis
Updated this week

How To Access Donation Receipts

Step-by-step guide on how donors can view & print giving receipts.

Written by Megan Carlson Kladakis
Updated this week