Donor Management
Self-Service Portal
Empower donors to manage their own accounts
The Self-Service Portal is a branded donor dashboard where supporters manage their own accounts without calling your office. Donors can update payment methods, browse available recipients, view their complete giving history, download tax receipts, and send messages to sponsored recipients -- all from a single login.
60%
Reduction in support requests
24/7
Donor account access
< 2 min
Average task completion
94%
Donor satisfaction score
The Problem
Without a self-service portal, every payment update, receipt request, and sponsorship change requires a phone call or email to your staff, creating administrative overhead that scales with your donor base.
The Solution
With HYS Self-Service Portal, donors handle routine account tasks themselves through a branded dashboard, freeing your team to focus on relationship-building and mission work.
See it in action
How it works
Donor logs in
Donors access their branded portal using email-based authentication -- no passwords to remember.
Manage payments
Update credit cards, change donation amounts or frequencies, and view upcoming charges in one place.
Browse and connect
View sponsored recipients, browse available children or programs, and send messages through the moderated messaging system.
Download receipts
Access complete giving history and download individual or year-end tax receipts instantly.
How this feeds Aida's work queue
Every self-service portal signal becomes an owned, reviewed action on your team's queue
In HelpYouServe, the context this captures lives on one record and rolls up into Aida's daily queue. Aida, your AI Development Director, turns it into an owned next action with a deadline, prepares the next step in your voice with citations, and your team reviews and approves before anything goes out. Aida adds development capacity, she does not replace your team.
HelpYouServe is the platform underneath: donor records, giving pages, sponsorships, communications, reporting, tasks, approvals, and audit history on one system.
Source context, owner, deadline, AI draft, your approval
Key features
Who uses this
Monthly Donor
Updates an expired credit card at midnight without waiting for office hours, ensuring their sponsorship payment processes on time.
Major Donor
Reviews their complete giving history across multiple programs before a year-end meeting with their financial advisor.
New Sponsor
Browses available recipients by program, reads profiles, and selects a child to sponsor -- all without staff involvement.
Frequently asked questions
Ready to get started?
See how self-service portal can transform your organization.