OccamDonor self-service portal
Donors can see their own history without emailing you.
A simple, secure login — an emailed magic link, no password to remember — where a donor can see their full giving history, manage or cancel a recurring gift, view upcoming event tickets and QR codes, check membership status, and track merch orders, all themselves.
A "ways to help" feed on their home screen surfaces open opportunities — an upcoming event, an active auction, a volunteer shift — they haven't engaged with yet, without your team having to reach out individually.
What's included
- Passwordless login via emailed magic link
- Full giving history in one place
- Manage or cancel a recurring gift without calling the office
- Upcoming event tickets and QR codes
- Membership status and merch order tracking
- A "ways to help" feed of opportunities they haven't engaged with yet