Enhanced Communication and Engagement

• Scrolling and Popup Broadcast Messages ensure important announcements and updates reach donors effectively.
• Empower constituents to manage their email subscriptions, fostering more personalized interactions.
   
  

Convenient Donation Management

• Allow donors to:
• securely update payment information
• view and export their transaction history
• easily access donation pages to make new gifts
• view historical pledge payments and future due dates
• edit recurring donation details, including the number of payments and chosen payment method
• download documents such as end-of-year tax statements and donation thank-you letters at their convenience
• Receive notifications of changes made to pledges/recurring donations, ensuring you’re always kept in the loop.
   
  

Comprehensive CRM Capabilities:

• Collect and update essential donor information.
• Choose which default and custom profile fields are displayed.
• Securely collect sensitive profile information.
• Allow constituents to upload profile images.

Efficient Time Tracking:

• Empower volunteers to track their hours directly through the portal, streamlining your time-tracking processes.
   
  

Convenient Document Management:

• Display saved constituent mail merge letters and internally uploaded documents, ensuring easy access to what your constituents need without adding to your administrative workload.
• Allow for export and download of saved documents.
   
  

Streamlined Event & Auction Management:

• Display and export event transaction details.
• Download event tickets and edit attendee information.
• View the Event Calendar to keep track of upcoming events.
• Display and export a list of the auction items the donor has won as well as the items for which they are the current high bidder.
• Verify and update payment methods, ensuring a secure and frictionless auction experience.
   
  

Empowering Peer-to-Peer Fundraising:

• Build and customize Peer-to-Peer fundraising pages, empowering supporters to raise funds on behalf of your organization.
• Track individual and team fundraising totals, facilitating friendly competition.
• Allow participants to send solicitation and acknowledgment emails from the portal.

Membership Management and Directory:

• Display and export membership transactions.
• Quickly purchase or renew existing memberships without reentering contact information.
• Provide access to a Membership Directory, filterable by category or committee.
• Allow active members to communicate with each other directly via email for enhanced networking and collaboration.
• Create a library of documents and links based on active membership level.

Youth Membership Management:

• Allow parents/guardians to:
• Streamline management of Youth Memberships, including profile, guardian, medical, and emergency contact information.
• Enroll in school year membership, programs, & sessions through the portal, simplifying the registration process.
• View enrollment, payment, and attendance history.
• Easily make a payment on an existing Enrollment.
   
  

Constituent Portal Cost is based on the number of portal users. You can find the number of portal users for your account at https://app.donorview.com/AA/Account/ManagePortalUsers.

Outlook/Gmail Integration:

• Emails sent and received through your Gmail or Outlook 360 accounts can be synced creating Interactions under the sender or recipient’s record.

Schedule View Reports:

• Use your saved Views from your various Grids to schedule one-time or recurring excel reports delivered via email to your desired contacts.
   
  

Geo Location Filter:

• Filter grids to display Constituents based on the geo location of their default address by placing a pin on a map and selecting a desired radius of inclusion.
  

Email Preview/Spam Test:

• Preview your email templates on 100 different devices and email clients to ensure every recipient sees your template correctly.
• Run an analysis of your email template on 17 different Spam Filters to see if it passes and is likely to be delivered to your recipient's inbox.
   
  

Visualize your data:

• Aggregate, filter, sort and group data to focus on specific subsets. Drill up and down to see your data from different points and bring data trends into the spotlight.
  
• Export to PDF, Excel, HTML, CSV, or PNG in one click.