Donor Portal for Employees

Employees access the workplace giving campaign through the DonorPoint portal — the engage application. The portal allows employees to log in, make their pledge, view their giving history, and manage recurring commitments without staff intervention.

Employee Giving Portal

After logging in (via SSO, activation link, or username/password), the employee sees:

• The campaign form pre-populated with their employer and workgroup
• Their designation options (fund group configured for their employer)
• Payment method options (typically payroll deduction plus any others configured)

Pledge Submission

The employee selects their designation(s), enters amounts, and submits. A Pledge transaction is created immediately. If payroll deduction is selected, no payment is collected at this point — the pledge is recorded and the employer is responsible for deducting and remitting.

Giving History

Employees can view their pledge history in the Transactions tab of the portal — all active pledges and any payments applied against them.

Recurring Donations

Employees who set up recurring giving through the portal can view and manage their schedules in the Recurring Donations tab. They can request payment method updates, which sends a secure update link to their email.

Employee Passwords

Employee passwords are set during the import process or via activation emails. For SSO-enabled campaigns, employees authenticate through the employer’s identity provider and do not need DonorPoint passwords.

If an employee forgets their password, they can use the password reset link on the login page, or staff can reset it from the employee’s User Account record.