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Best Practices for Managing Donor Receipts in Fundraising Pages
Best Practices for Managing Donor Receipts in Fundraising Pages
Updated over a week ago

Every once in a while, a donor may mistype their email address while attempting to make a donation through Fundraising Pages - and then don't receive their tax receipts for that donation. Sometimes, a donor may change the email address that they use primarily and want to update their information for your records.

You can resend a donor's receipt, update a donor's email address easily within Fundraising Pages, ensuring that you've got the most up-to-date information (and that your donors will receive their tax receipts!).

Resending Donor Receipts

You'll first want to make sure that you're in Fundraising Pages - if you're seeing your Dashboard, you'll need to click on the "My Tools" button in the top-right corner, and select "Fundraising Pages" from the dropdown menu.

In Fundraising Pages, you'll want to select the "People" tab at the top of your screen, and then select "Donors/Fundraisers" from the dropdown options.

You'll be prompted to enter the donor's name or email address, and then you can select the correct donor from the suggestions that appear while you type.

You'll then want to locate the donation for which you need to resend that receipt, and click on the "Actions" button next to that donation. You'll then select the "Details" option for that donation.

Once the donation details have loaded, you should be able to see an option to "resend receipt."

If your donor still hasn't received the receipt after you've sent a second copy, you may want to have them check their spam or junk folder in their email. You also might want to have them read their email address back to you, to ensure there aren't any typos preventing the message from being sent.

If you have your admin account set up to receive copies of each donor's tax receipt, please note that you'll also receive a duplicate receipt in these situations.

Updating Donor Email Addresses

In some cases, the reason that a donor is missing their receipt is because their email address is listed incorrectly in your system. The most common cause of this is when a donor mistypes their email during the donation checkout process, but sometimes a donor may have lost access to their email address and needs to add an updated one to your records.

Not to worry -you have the ability to change that email address on behalf of your donors!

You'll first want to make sure that you're in Fundraising Pages - if you're seeing your Dashboard, you'll need to click on the "My Tools" button in the top-right corner, and select "Fundraising Pages" from the dropdown menu.

In Fundraising Pages, you'll want to select the "People" tab at the top of your screen, and then select "Donors/Fundraisers" from the dropdown options.

You'll be prompted to enter the donor's name or email address, and then you can select the correct donor from the suggestions that appear while you type. (If your donor accidentally misspelled their email address, we recommend you search for their name instead.)

Once you've landed on the donor's profile, you'll want to click the "Edit" button at the top-right corner of your screen.

You'll then see options to edit the donor's name, email address, and other important details. Once you're done, simply click "Save & Exit" at the top of your screen - and their email should now be updated!

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