Organization-Neutral Email Template for New Platform

Hello {Name},

As dedicated members of {Org Name} you play an important role in helping us {mission statement}. Through donations like yours, we can continue our mission to do these things and more!

Recently, our online giving portal has changed. In order to provide a more secure and easier method of processing your generous donations, we have elected to upgrade to a newer platform.

This will only affect how the giving portal looks. Your current giving history will still be accessible. If you have given online before and already set up a user email and password, click on SIGN IN. For a One-Time donation, click on the Fund drop down box and choose the fund in which you wish to donate and enter the amount. Check the box if you wish to make it a recurring gift. Then click Submit and you’re done!

To create a new recurring gift, visit our new giving portal at {PURL}

  1. Choose the fund name
  2. Add the amount
  3. Click to MAKE THIS GIFT RECURRING
  4. If you do not have a profile set up, it will prompt you to REGISTER
  5. Choose FREQUENCY and the START DATE
  6. Enter your method of payment
  7. Click Give Now if the amount and frequency is correct. Simple!

An email will be sent confirming the information of your Recurring Gift as well as a separate email with your Login information. If you have questions, or need assistance please contact the office at {email/phone, etc}

Together, we’re {completing mission}

Sincerely,

{{Your Name}}

*SUCCESS Tip: Use your mouse to highlight the words of this email and right click to copy to your clipboard. Paste the words in a blank Word doc so you can edit the template with the information unique to your organization. If you need assistance, please reach out to your Success team. We are happy to help!

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