Donor Portal Deletion Requests

The Donor Account Deletion Requests feature allows supporters to request that their data be deleted. These requests are reviewed and completed by an organization admin inside WeGive and are designed to support data-privacy and compliance workflows.

Important: Completing a deletion request does not automatically delete the record in your CRM. CRM deletion remains a manual action controlled by your organization.

Overview: How This Feature Works

Deletion requests are a two-step process:

The supporter submits a deletion request from their donor portal profile
An organization admin reviews and completes the request inside WeGive

Only after an admin completes the request is the supporter record archived in WeGive.

Step 1: Supporter Requests Account Deletion (Donor Portal)

A supporter can request deletion when logged into their donor portal by navigating to:

Profile Settings → Delete Account

When they submit the request:

A deletion request is created in WeGive
Their account remains accessible until an admin reviews it
No data is deleted automatically

The supporter sees a confirmation message explaining that the request must be reviewed by the organization.

✅ This step is only a request, not a deletion.

Step 2: Review Deletion Requests in WeGive (Admin)

All deletion requests appear in the dashboard under Data → Donor Deletion Requests.

From here, admins can:

View the request
See the supporter name and email
Track request date and status (Pending / Completed)
Complete the request by selecting the checkbox next to the request and then clicking the “Complete Deletion Request” icon.

Completing a Deletion Request

When an admin completes a deletion request:

The supporter record is archived in WeGive
The supporter’s donor portal access becomes inactive
The supporter record appears under Archived Supporters
The supporter will be removed from all Communication Lists

⚠️ This action does not delete historical data and does not delete the corresponding record in your CRM automatically.

What “Deletion” Means in WeGive

Completing a deletion request results in:

Supporter record archived in WeGive
Donor portal access disabled
Record retained for reporting / audit purposes
No further communications sent from WeGive (unless manually initiated)
This does not remove the record from your CRM
This does not erase historical donation data
This does not send an automatic email confirmation to the supporter

CRM Behavior (Important Clarification)

Deletion requests do not sync to your CRM.

What this means

Deletion requests appear only in WeGive
The organization’s CRM admin must:
- Locate the corresponding record in the CRM
- Decide whether to delete, anonymize, or retain it
This ensures organizations stay in control of compliance and retention rules

The WeGive feature supports request intake, not CRM enforcement.

Frequently Asked Questions

Does completing the deletion request send the supporter an email?

No.
The completion note is internal only and does not trigger an email notification.

What is the intended use of this feature?

Supporting GDPR / CCPA-style data deletion requests
Giving supporters a clear way to request deletion
Creating an auditable paper trail for internal review