Donor Self-Service Portal

The Donor Portal gives your supporters a private, branded space to view their giving history, manage recurring gifts, download tax receipts, update payment methods, and keep their profile current: all without contacting your staff.

Overview

Donors access the portal through a secure magic link sent to their email, a 6-digit code by email or text, or Continue with Google / Apple. No passwords to remember, no accounts to create. The portal provides:

Giving History: Paginated list of all completed donations with fund, date, and amount
Recurring Giving: View and adjust active recurring gift subscriptions
Tax Receipts: Annual giving summaries with downloadable PDF statements
Payment Methods: Saved cards with brand, last four digits, and default status
Profile Management: Update contact information and mailing address
Membership: View tier, benefits, digital membership card, and renewal

Feature	What Donors See
Giving History	Date, amount, fund, dedication, receipt link
Recurring Gifts	Amount, frequency, fund, next charge date, status
Tax Receipts	Year, total amount, donation count, PDF download
Payment Methods	Card brand, last 4 digits, expiration, default flag
Profile	Name, email, phone, mailing address
Membership	Tier name, benefits, member number, digital card, renewal

One portal for every relationship

Giving is one area of a single supporter portal. The same sign-in reaches every relationship a person has with your organization, so a donor who also volunteers does not need a second account.

The top of the portal always shows Giving, Applications, Membership, Volunteering and Events, unless your organization has turned an area off. An area where the person has no history yet shows a way to get involved instead.
Three more areas appear only for people they apply to: Family for parents and guardians of enrolled students, Donation Partnership for in-kind donation partners, and Aid & pickups for aid recipients.
The left side lists the sections of the area you are in, such as Giving History and Tax Receipts under Giving, or My Hours and What I signed under Volunteering.

Sending a Magic Link

Donors request portal access by entering their email on your organization’s donor portal page. Muin sends a sign-in link that works once and stays valid for 7 days. Donors can also tap Continue with Google or Continue with Apple on the sign-in page: it signs them in only when the account’s verified email matches the email you have on file for them, otherwise they see “We couldn’t find an account” and nothing is created. Apple’s “Hide My Email” relay can’t match, so that path asks once for the email on file plus a 6-digit code, then remembers the Apple account.

The donor visits your branded portal URL
They enter their email address
Muin sends a secure, single-use link to their inbox
The donor clicks the link and lands directly in the portal

Security note: The magic link response always returns a success message regardless of whether the email exists. This prevents bad actors from enumerating your donor list.

When a donor opens the sign-in link from their email, Muin redeems it and takes them straight into the portal. While that happens they see “Verifying your link…” and then “Signing you in…”.

If the link no longer works, the page reads “This sign-in link is no longer valid” with the explanation “Sign-in links can be used once and work for 7 days. Request a new one below.” and a Back to sign in button. That button returns them to your portal sign-in page, where they request a new link or a 6-digit code. There is no resend control on the link page itself.

Every failure shows that same message, whether the link was already used, expired, or never existed. That is deliberate: it stops anyone probing your donor list with guessed links.

What to tell a donor who says the link did not work: ask them to go back to your portal sign-in page and request a new one. A sign-in link is single-use. Opening it again on the same device that already signed in takes the donor straight to the portal. Anywhere else, a used link shows the message above.

Confirming a Changed Email Address

A donor changes their own email from their portal profile. Muin then sends two messages:

a confirmation link to the new address, and
a notice to the old address, with the new address partly masked and no link in it, so the donor knows the change was requested even if they did not request it.

Nothing changes until the donor clicks the link in the new mailbox. That link is valid for 15 minutes and works once.

On the confirmation page the donor sees “Confirming your new email…”, then Email updated with “Your email address has been changed to {address}. Use this address to sign in from now on.” and a Go to donor portal button.

If the link has lapsed, the page reads Link expired, with the text “This confirmation link is invalid or has expired.” There is no resend button. The donor starts again by re-entering the new email on their portal profile.

The donor stays signed out by this flow: confirming an email change updates the address, it does not sign them in. Their next sign-in uses the new address.

Viewing Giving History

Once authenticated, donors see a paginated list of their completed donations.

Navigate to the Giving History tab
Each donation shows:
- Date: When the gift was made
- Amount: Dollar value of the contribution
- Fund: Which fund or campaign the gift supported
- Recurring: Whether the gift was part of a recurring schedule
- Dedication: “In honor of” or “In memory of” details if applicable
- Receipt link: Direct link to download the receipt for that year
A summary at the top displays total amount given and total donation count

Giving history is paginated (20 per page by default) and sorted by most recent first.

Managing Recurring Gifts

Donors with active recurring subscriptions can view and adjust them.

Viewing Recurring Gifts

Each subscription displays:

Current amount and frequency (monthly, quarterly, annually)
The fund being supported
Next scheduled charge date
Current status (active, paused, completed)
Date the recurring gift was created

Charge dates are dates on your organization’s calendar, not the donor’s: a donor in another timezone sees the same date you do. The charge itself runs at about 6:00 AM in your organization’s timezone. See Recurring Donations.

Updating a Recurring Amount

Open the recurring gift you want to change
Click Update Amount
Enter the new amount
Confirm the change

The updated amount takes effect on the next charge cycle.

Downloading Tax Receipts

The Receipts tab provides annual giving summaries grouped by year.

Annual Summary

For each year, donors see:

Year: Calendar year
Total: Sum of all completed donations for that year
Donation count: Number of individual gifts

PDF Download

Click the Download PDF button for the desired year
Muin generates a formal annual giving statement
The PDF downloads with filename tax-receipt-{year}.pdf

The PDF includes all information required for IRS charitable contribution records: organization name, EIN, donor name, donation dates, and amounts.

Additional Workflows

Updating Your Profile

Donors can update their contact information directly:

Navigate to Profile
Edit fields: first name, last name, email, phone, address
Click Save

Changes are reflected immediately across Muin’s CRM for your organization.

Viewing Membership Details

If your organization uses Muin’s membership features, donors see their:

Member number and tier (e.g., Silver, Gold, Platinum)
Tier benefits: list of perks for their level
Member since date and expiration date
Renewal status: whether the membership is renewable

Digital Membership Card

Donors can view a branded digital membership card showing:

Member name and number
Organization name and logo
Tier and membership dates
Card styled with your organization’s brand colors

Renewing Membership

Renewal opens 30 days before the membership expires, and stays open once it has expired. Before then the section reads Renewal opens with the date.

Navigate to Membership
Press Renew now. This charges the member’s saved card straight away and extends the membership.
If there is no card on file, the section reads Add a card to renew. Add one under Payment Methods first.

The same section shows Auto-renew as On with the next renewal date, or Off. Press Turn off auto-renew or Turn on auto-renew to change it. With auto-renew on, the saved card is charged automatically at each renewal, annually or monthly depending on the billing the member chose when they joined.

Viewing Tier Upgrades

Donors can browse available membership tier upgrades configured by your organization, comparing benefits across levels.

My Impact (annual summary)

Each donor sees an Impact view that rolls up their giving across the current tax year: total given, fund-by-fund breakdown, campaigns supported, and program outcomes where your organization has published them (meals served, families housed, grants funded).

Annual PDF: One-click download of a tax-compliant year-end summary covering all receipts for the year, formatted to IRS §170 requirements. Issued automatically when the annual threshold is met; available for download any time after.
Program outcomes: If your programs publish outcome metrics (meals / beds / scholarships / cases opened), the donor’s proportional share appears on their Impact view so they can see what their gifts funded.
Year-over-year trend: Total giving this year vs. last year; the donor sees their own retention without needing an email from you.

The Impact view is pulled from the same reconciled donor records that run your month-end close, no separate impact-report generation step.

Donors can share their giving impact on social media. When they share, Muin tracks the event for your engagement analytics.

Tips

Brand your portal: Configure your organization’s logo and colors in Settings to provide a cohesive donor experience
Enable membership features: If you have a membership program, configure tiers in Settings so donors can view and renew through the portal
Keep donor records clean: The portal pulls from your CRM, so accurate Person records mean a better donor experience
Promote the portal: Include the magic link request URL in your email footers and on your website
Review communication preferences: Respect donor opt-outs promptly to maintain trust and legal compliance

Common Issues

Issue	Cause	Resolution
Donor says they never received the magic link	Email may be in spam, or the email on file does not match	Ask the donor to check spam; verify the email address in your CRM
“This sign-in link is no longer valid”	The link was already used, or it is more than 7 days old	Ask the donor to request a new link from your portal sign-in page
“Link expired” on an email change	The confirmation link is more than 15 minutes old, or was already used	Ask the donor to re-enter the new address on their portal profile, then open the fresh link promptly
Donor changed their email but still cannot sign in with it	The confirmation link in the new mailbox was never clicked, so the change never applied	Ask them to find the confirmation email at the new address; until then the old address still signs them in
Giving history is empty	Donor’s Person record may not be linked to contributions	Ensure the donor’s email matches the `email_receipt_to` field on contributions
Tax receipt PDF fails to generate	Missing contribution dates or amounts	Verify all contributions for that year have valid dates and amounts
Recurring gift shows wrong next charge date	Subscription may be paused or in a transitional state	Check the recurring giving record status in the Nonprofit module
Communication preferences not saving	Required channels (receipts, pre-charge) cannot be disabled	Inform the donor that receipt and pre-charge emails are legally required
Membership card not showing	No membership record linked to the donor’s Person record	Create a membership record in the Nonprofit module for this donor

Foundation Features: Core nonprofit capabilities including contributions and fund management
Payments: Payment processing that powers recurring giving and receipts
Communications: Email templates and delivery for donor communications

Need Help?

If you have questions about the Donor Portal, use the Help button in the bottom-right corner of the app or contact your organization’s Muin administrator.