CRM

Supporter Portal

The BetterUnite Supporter Portal lets donors and members serve themselves. They sign in by email validation, edit the profile fields you allow, download receipts, invoices, and published donor statements, update the card on file, and renew, change, or cancel recurring gifts. Members get a QR-code membership ID and, on Membership Pro, a searchable directory, and an admin preview shows exactly what supporters see.

Get a demo See pricing

Self-service for donors and members,
admin hours back for you.

01

Log In Without a Password Hassle

Supporters sign in by email validation, then view and edit their profile within the fields you make editable, set separately for members and donors.

  • Sign in with email validation, no password to forget
  • Edit profile fields, custom fields included, where the admin has allowed it
  • Configure editable and view-only fields separately for members and for donors

02

Every Receipt, Self-Served

Transaction history with invoices and receipts, and donor statements published to the portal for download, so the January resend requests go away.

  • Browse the full transaction history with invoices and receipts
  • Download published donor statements without emailing the office
  • Cut the “can you resend my statement?” inbox in January

03

Recurring Gifts They Manage Themselves

Donors renew, change plan, or cancel recurring gifts, update the card on file, and revive an expired subscription straight from the expiry notice.

  • Renew a recurring gift, change the plan, or cancel it without a call
  • Update the card on file in the portal
  • Revive an expired subscription with a new payment method, straight from the expiry notice

04

A Member Home Base

A QR-code membership ID, a searchable member directory, and custom portal content with benefit and alert notes. The membership angle continues on the Member Portal page.

  • Carry a QR-code membership ID on the phone
  • Search the member directory, on the Membership Pro plan
  • Publish custom portal content and global benefit and alert notes, and preview the exact supporter experience with view as member

Frequently Asked
Questions

What can donors do in the BetterUnite supporter portal?

View and edit their profile, see full transaction history with invoices and receipts, download donor statements, update their card on file, and renew, change, or cancel recurring gifts, all self-service, with login via email validation.

Can donors download their own year-end tax statements?

Yes. Statements you publish to the portal are available for self-serve download, so January statement-request emails largely disappear.

What happens when a recurring donor's subscription expires?

They can apply a new payment method to the expired subscription and re-sign-up directly from the expiry notice, with no staff intervention required.

Can we control what donors can edit?

Yes. Admins set each profile field, including custom fields, as editable or view-only, configured separately for members and donors.

Does the portal work for members too?

Yes. Members get a QR-code membership ID, a searchable member directory (Membership Pro plan), and custom portal content with global benefit and alert notes. An admin “view as member” preview shows exactly what supporters see.

Keep reading

Get started

Give supporters self-service and get your inbox back.

A walkthrough with a real portal: your donors' view, your questions. No pressure, no endless sales cycle.

See pricing first

Request a demo