Navigating Your Donor Profile: A Beginner’s Guide

Updated May 14, 2025 17:19

Your Donor Profile is the central hub for managing your personal and giving history, tax documents, and payment methods—everything you need in one place.

🔭 Overview

👤 When you make your first donation through Overflow, we’ll create a personal account for you, called your “Donor Profile.”

This profile will be linked to the phone number or email address you used to give, which you’ll also use to securely log in and access your account.
- You’ll receive a one-time verification code by text or email. (No need to set up or remember a password!)
- You can also sign in with Google for a seamless login.
Most organizations choose to import donors’ previous giving histories, so you may already have a Donor Profile set up for you from day one! 🎉

🌐 Access

Currently, Overflow is not available as a mobile app, but you can easily access your Donor Profile on both desktop and mobile browsers. 💻📱

You’ll find the link in any donation receipt sent to you via email.
Connect to your online account (👤) throughout the giving process.
- If you click “Go to Profile” before entering your verification code, you’ll be asked to sign in after being redirected.
- If you’ve already entered your verification code, you’ll be logged in automatically for the most seamless experience!
🔖 Access directly through this link: https://profile.overflow.co/. We recommend bookmarking it, so you can quickly view your account anytime.

🏠 Home

When you log in, the first page you’ll see is the Home page.

This gives you an overview of your total donations to date and the types of organizations you’ve supported. ❤️
You’ll also see how your contributions grow over time—including the total amount donated, the number of gifts given, and the impact you’re making!

💵 Contributions

The Contributions module shows all the donations you’ve made through Overflow, along with any donations imported from your nonprofit’s previous giving platform (if they chose to import them).

You can scroll horizontally to see all gift details, or click on a specific donation to view it in a separate panel. For each donation, you’ll see:

Organization you donated to
Date the gift was made
Donation status
- 🏦 ACH donations typically take 3–7 business days to process through your bank. Once the transaction is complete, the status will update automatically.
Type of asset donated (Cash, manual cash, stock, crypto, or DAF)
Confirmed donation value
- 🧾 The IRS requires an acknowledgment letter for any single donation exceeding $250. (If you haven’t received one yet, please reach out to your organization.)
Asset quantity or ticker (if applicable)
Designation (Campaign or subcampaign, if applicable)

➕ Extra features:

🔍 Filters: You can filter your contributions by nonprofit, date range, and asset type(s) donated. This makes it easier to find a specific set of donations.
📥 Export: You can export all your contributions, or just the ones you’ve filtered, as a CSV file. This makes it simple to view your contributions offline or analyze your giving data yourself.

📈 Pledges

The Pledges module makes it simple to view and manage your active and fulfilled pledges. (Only ones set up through Overflow are included, since pledges from outside giving platforms cannot be imported.)

Here, you’ll see pledge details, such as:

Designation (Campaign or subcampaign, if applicable)
Organization you donated to
Date the pledge was made
Pledged amount
Pledge progress and balance
- 🔁 Only donations made through recurring pledge plans are automatically applied to a donor’s pledge.
- 👋🏽 Donations made through an organization's cash giving flow, whether one-time or recurring, and manual cash gifts must be manually applied.
Next scheduled gift (If a recurring plan was set up)
"Give to pledge" button (If a recurring plan was not set up)
- Since recurring pledge plans are separate from regular giving, donations outside an organization's pledge campaign cannot be applied to an existing pledge.
- These contributions would need to be assigned to a new pledge, since pledge plans are based on the donor’s set amount and frequency preferences.

🔄 Recurring Gifts

The Recurring Gifts module allows you to easily view and manage both your active and canceled recurring donations. Here, you’ll see gifts details, such as:

Organization you donated to
Amount
Start date
- ⏲️ Note: Pressing the “Donate Now” button in an nonprofit’s giving flow sets up your recurring gift preferences, but your payment method will not be charged until the chosen start date.
- 🗓️ Start Date: When setting up a recurring gift within your nonprofit's giving flow, you can only schedule it to start up to 5 days in advance for weekly gifts (or up to 30 days in advance for monthly gifts).
Frequency (Every 2 weeks, every month, or every week)
Payment method
Designation (Campaign or subcampaign, if applicable)

📑 Tax Documents

Acknowledgement Letters: For a specific donation, click the vertical ellipsis (⋮) at the end of the listing. From the dropdown menu, you can choose to either view the letter in your browser or download it to your desktop.
- 📥 Bulk Download: You can check the box next to each contribution, or select all by checking the box next to “Issue Date.”
Statements: Just like acknowledgment letters, you can view your statements in your browser or download them to your desktop.
- 🔗 Tax Season? Here’s How to Get Your Contribution Statement.
- If any contributions are incorrect or missing, please contact your organization directly for assistance. (Overflow cannot make corrections on their behalf.)

⚙️ Settings

The Settings module is where you can manage your personal information, such as contact details, profile picture, login information, and saved payment methods.

🚨 For your security, your organization cannot make changes to this information on your behalf. However, our Support team is happy to guide you through the process if you need further assistance.

Let’s take a look at each tab:

👤 Personal: In this section, you can view and update your first and last name, address, employer, and profile picture.
- 🙋🏽‍♂️ For Individuals: Please note that Donor Profiles are intended for individual use, so there isn’t an option to add your spouse's or child’s name. However, if you'd like, you can enter both names in the "First Name" field (e.g., John and Jane Smith).
- 💼 For Businesses: You can enter the business name by splitting it between the "First and Last Name" fields (e.g., ABC Business / LLC).
🔐 Login & Security: In this section, you can update the email address and phone number you use to log in to your Donor Profile and any giving experience through Overflow.
- 📲 Since this information is needed to access your account, we’ll send a one-time verification code to your email or phone to confirm your access. Once you enter the code, you’ll be able to save your changes.
  - Double-check that your email has a valid domain (e.g., @gmail.com) and is free of any typos.
  - Ensure your phone number includes the country code at the beginning (e.g., 🇺🇸 +1 for the U.S.)
- ⚠️ Receiving an error message? Our team would be happy to resolve this issue for you. Please email our Support team for assistance or use the chatbox.
💳 Payment Methods: For your convenience, credit/debit cards, bank accounts, and brokerage accounts are automatically saved to your Donor Profile after you make a donation through Overflow.
- 👇🏽 Click on the vertical ellipsis (⋮) to view the dropdown menu.
  - "Set as Default": Change the default payment method for all future cash donations.
  - "Remove": To disconnect or remove a saved payment method (such as a debit/credit card, bank account, or brokerage account).
- 🏦 If you connected your bank account through Plaid, the last 4 digits of your account number may not be accurately displayed. (🔗 Virtual Account Number (VAN))
- ❌ You cannot add a new payment method for one-time gifts or edit a saved one (e.g., updating the expiration date) directly in your Donor Profile.
  - You’ll be able to add a new payment method when you make a new donation through Overflow, and it will be saved to your account once the transaction is successfully submitted.
  - If a payment method is expired or no longer valid, we recommend removing it entirely from your Donor Profile.

Overflow does not provide tax, legal, compliance, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, compliance, or accounting advice. Your organization should consult its own tax, legal, compliance, and accounting advisors before sending or concluding any transaction, communication, or otherwise.