If a giver has trouble managing their giving account, your admins are equipped to help!

How to Edit a Giver's Profile

  1. Navigate to your manager portal and click on the Donors tab in the menu on the left.

  2. Search for a giver using the Search Box in the upper right corner.

  3. Click 3-dot ellipsis icon to the far right of the donor's name and select Edit Profile, which pulls up the Edit Donor Profile window.

  4. Complete the Edit Donor Profile window: update the name, envelope number, address, email, and phone number of the giver. Note: if your organization uses envelope numbers, connect with Support to add that option to your donor's profiles.

  5. Click Save!

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