Appearance
Giving Management
The Member Portal allows donors to manage their recurring donations and pledges without contacting your organization.
Accessing Giving Management
- Log in to the Member Portal
- Navigate to My Account
- Under Global Activity, click:
- Recurring Profiles for subscription donations
- Pledges for installment pledges
Note: Email verification is required to access giving management.
Recurring Profiles
Viewing Recurring Donations
See all your active recurring donations:
- Organization name
- Donation amount
- Frequency (monthly, quarterly, annual)
- Status (active, past due, cancelled)
- Next charge date
Managing a Recurring Profile
Click on a profile to:
Update Donation Amount
- Click Edit Amount
- Enter new monthly amount
- Save changes
The new amount applies to the next scheduled charge.
Update Payment Method
- Click Update Payment
- Choose payment type:
- Credit/debit card
- ACH bank transfer (US only)
- Apple Pay / Google Pay
- Enter new payment details
- Save
Update Donor Information
Scroll down to update:
- Display name
- Anonymous status
- Postal address
Cancel Subscription
- Click Suspend or Cancel
- Confirm cancellation
Past donations remain in the system. No future charges will occur.
Recurring Profile Status
| Status | Description |
|---|---|
| Active | Subscription is processing normally |
| Past Due | Recent payment failed, will retry |
| Cancelled | Subscription has been stopped |
Pledges
Viewing Pledges
See all your active pledges:
- Organization name
- Total pledge amount
- Amount paid vs. remaining
- Installment schedule
- Status
Managing a Pledge
Click on a pledge to view details and make changes.
View Installment Schedule
See all scheduled payments:
- Payment dates
- Amounts
- Status (paid, unpaid, overdue)
Make a Payment
For unpaid installments:
- Select the installment
- Click Pay Now
- Complete payment
Update Payment Method
- Click Update Payment
- Enter new payment details
- Save
The new payment method applies to future installments.
Cancel Pledge
- Click Cancel Pledge
- Confirm cancellation
Completed payments remain recorded. Future installments are cancelled.
Pledge Status
| Status | Description |
|---|---|
| Active | Pledge is in progress |
| Completed | All installments paid |
| Cancelled | Pledge was cancelled |
| Past Due | One or more installments overdue |
Payment Methods
The portal supports multiple payment options:
| Method | Description |
|---|---|
| Credit/Debit Card | Visa, Mastercard, Amex, Discover |
| ACH Bank Transfer | US bank accounts only, lower fees |
| Apple Pay | On supported Apple devices |
| Google Pay | On supported Android devices |
Failed Payments
When a payment fails:
- You receive an email notification with a portal link
- Log in to update your payment method
- The system automatically retries the charge
Common Failure Reasons
- Expired card
- Insufficient funds
- Card reported lost/stolen
- Bank declined transaction
Troubleshooting
Expired Portal Link
Portal links expire after a period. To get a new link:
- Wait for your next receipt email
- Contact the organization to resend
- Email support@causevox.com
Can't Access Giving Section
You must verify your email to access recurring profiles and pledges:
- Check your email for the verification link
- Click to verify your account
- Return to the portal
Payment Update Not Working
- Verify your payment details are correct
- Try a different payment method
- Contact your bank if issues persist
- Reach out to the organization for assistance