# Donor Management Software with a Donor Portal | Donatefy

> Donor management software with one record per donor across online, kiosk, and in-person gifts, and a self-service Donor Portal for receipts and recurring plans.

Source: https://www.donatefy.org/donor-management
Updated: 2026-10-15

Donors

## Donor management software: one donor, one record, every channel.

The supporter who gives online in March and at your kiosk in June is one person. Donatefy treats them that way.

[See a demo](https://www.donatefy.org/demo)

### The whole relationship on one screen

Donor management software keeps one record for each supporter. In Donatefy, each donor record brings together contact information, total donated, donation count, average gift, last gift, supported campaigns, active recurring plans, and full giving history from every channel: online, kiosk, handheld, and Mobile App. Donor management is included in every plan and never priced per contact. When a board member asks about a supporter, the answer is one search away.

- Totals, averages, and latest activity per donor
- Giving history spanning web, kiosk, and field channels
- Recurring plans with status and upcoming charges

Donor Portal

#### Donors help themselves, so your staff does not have to

In the Donor Portal, supporters see their complete giving history with interactive charts, download receipts and year-end summaries, review and manage their recurring plans, and give again. Donors who support multiple Donatefy organizations see it all in one place.

- Receipt and annual-summary downloads, self-serve
- Recurring plan management without a phone call
- Transparent gift details, including fee coverage
- A guided first visit that donors actually finish

![Donor Portal donations list: each gift's campaign, platform, payment method, date, one-time or recurring type, status, amount, and a receipt to download](https://www.donatefy.org/assets/v2/donor/donor-portal-1100.webp)

### What unified donor data changes

#### Fewer support requests

Receipt reprints and plan changes stop landing in your inbox, because donors do both themselves.

#### Real donor insight

Spot your most committed supporters by total giving and recurring status, not by whoever you remember.

#### Cleaner outreach

Mailing-list and engagement workflows draw on connected records, so thank-yous and appeals reach the right people.

### Sustainers you can see, plans donors control.

Organization-wide recurring visibility on your side; simple plan management on theirs. That balance is what keeps monthly giving alive for years.

[How recurring giving works](https://www.donatefy.org/online-fundraising)

### Donor management questions

Growing monthly giving? Read [building a sustainer program that survives year two](https://www.donatefy.org/guide-sustainer-program). Choosing a CRM? Read [what a nonprofit CRM should do](https://www.donatefy.org/blog/nonprofit-crm-swiss-army-knife-or-hammer).

**Do kiosk and in-person gifts attach to the same donor record?**

Yes. Gifts from every channel, whether online, at a kiosk, on a handheld, or through the Mobile App, join the same donor record, so in-person generosity stops being invisible in your donor data.

**Can donors manage or cancel their own recurring plans?**

Yes, in the Donor Portal, without calling your office. That self-service control is exactly why donors trust recurring giving enough to start it.

**How do year-end summaries reach donors?**

Donors access annual giving summaries through the Donor Portal for their records, alongside individual receipts. See the [receipts page](https://www.donatefy.org/receipts) for the full picture.

**Is donor management included on the Free plan?**

Yes. Donor management, recurring giving, the Donor Portal, and branded receipts are in every plan and never paywalled, and donor records are never metered or priced per contact. See [pricing](https://www.donatefy.org/pricing).

**Do we have to replace our donor CRM?**

No. Donatefy can run alongside a dedicated donor CRM and sync donations to systems such as Blackbaud, Bloomerang, Salesforce, and Kindful, so your system of record stays complete without exports. See [integrations](https://www.donatefy.org/integrations) for what each one syncs and what it costs.

### See a donor's whole story in one search.

[Open a donor record](https://www.donatefy.org/demo)