Recurring donations, an in-house receipt editor, and cleaner donor records

June's biggest change is recurring giving: donors can now set up a monthly donation with retries and self-service built in. Alongside it, receipt templates moved fully in-house, and duplicate donor records got a proper find-and-merge tool — plus smaller improvements to how you reach and understand your donors.

🌟 Major updates

🧾 Edit your receipt template inside DonorCARE, with a live preview

Receipt templates can now be edited directly inside DonorCARE, with a live preview as you type — including inserting variables like the donor's name or the amount with a click — instead of round-tripping through an external tool every time you want to change how a receipt looks.

🤝 Find and merge duplicate donor records, and catch new ones automatically

Building on the first version shipped in April, you can now review likely-duplicate donor profiles side by side, choose which field wins per record, and merge them — and a new Triage page flags a duplicate as soon as it's created, instead of leaving it for someone to notice later.

💳 Donors can now set up recurring monthly giving

Donors can now set up a recurring monthly donation instead of giving once and having to remember to come back. A failed card charge retries automatically, donors get an email update about their subscription — including a warning before their card expires — and they can pause, resume, or cancel it themselves from a self-service page, without going through your organization.

🧩 Smaller improvements

• 📊 A new admin landing view ranks your organization's most important open items — compliance gaps, at-risk recurring donors, and similar signals — into one prioritized feed instead of several separate reports to check.
• 🤝 Donor recognition tiers (bronze/silver/gold-style giving levels) are now configured per organization instead of one shared set, so you can define your own ladder, turn recognition on or off, and see how many donors sit in each tier.
• 📧 Each campaign can now send its own thank-you email instead of one generic template, the email editor got a redesign with a live preview, and donor emails come from a branded "donate@" address by default with your organization's own reply-to.
• 💳 A new Triage view collects donations with unresolved issues — like a payment that hasn't settled, or a name missing from an offering entry — into one worklist with a count badge, instead of leaving staff to spot them in the main donations table.
• 🤝 A first-time donor messaging DonorCARE's WhatsApp bot can now claim a donation they made in the past by verifying their phone number, linking it to their own donor profile instead of it sitting unattributed.
• 🌐 DonorCARE now publishes case studies of organizations using the platform on a public success-stories section, with a featured strip on the homepage — this is about DonorCARE's own site, not your organization's pages.

Thank you for the recurring gifts and duplicate records you're untangling on DonorCARE. If anything above doesn't match what you see, tell us here — we read every comment.