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People
Member & Donor Portal

Self-service for your supporters.

Give members and donors a secure place of their own โ€” view giving history, update details, stay connected. Login is a magic link, so there are no passwords for your staff to reset, and members claim their own records safely.

The struggle

"Every address change and giving-history question becomes staff work."

With Connect and Give

A secure portal where supporters manage their own info โ€” magic-link login, no passwords to reset.

What you can do

Magic-link login

Members sign in from an email link โ€” no passwords, no lockouts, no reset queue for your staff.

Claim & activate

Existing members claim their records through a safe verification flow โ€” the portal fills itself.

Self-service by design

Giving history, personal details, and connection to the organization โ€” managed by the member, not by tickets to your inbox.

Privacy-first architecture

The portal renders from the platform's records without scattering copies of member data โ€” one system of record.

How it works

1

Member requests a link

Email in, magic link out.

2

They claim their record

Verified, secure, self-serve.

3

Staff time comes back

Fewer tickets, happier members.