Donor portal

A donor portal is where each donor sees their own pledges and what's outstanding on each one, reads impact updates, and gets reminded before an instalment is due.

Pattern: Tracking

Describe it to Pory

“We're a literacy charity. Donors should see their pledges and what's still outstanding, read our impact updates, and get reminders about pledges and thank-yous.”

Viewing as

My pledges

Pledges

Add
PledgeOutstandingPledgedNext instalmentStatus
Reading partners, two-year pledge60012001 Oct 2026Part paid
Christmas book gifting25025015 Oct 2026Pledged
Library clubs 20260500—Fulfilled

Showing 1–3 of 3

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In plain English

What is a donor portal?

A donor portal is where each donor sees their own pledges and what's outstanding on each one, reads impact updates, and gets reminded before an instalment is due. It follows the Tracking pattern: a person's or asset's history, built up over time. Pory generates it from a plain-English description, with a login for each role (donor and development team) that shows only what that role should see, and flat pricing with unlimited donors.

What it does

01

Donors see each pledge and what's still outstanding on it

Donors who asked where a pledge stood got a letter from the finance team two weeks later. In Pory each donor signs in to their own pledges: the fund, the amount pledged, what's outstanding on that pledge and when the next instalment is due. The development team stops answering the same balance question by post.

Tables to manage recordsDone by: Donor
02

Impact updates donors read in the portal, not a glossy PDF

Impact reports took a quarter to produce and arrived as a PDF most donors skimmed on their phone. In Pory the team posts short impact updates on a page donors see when they sign in: a school joining the reading programme, a library club reopening. Donors hear what their pledge did while it's still news.

Notices & content pagesDone by: Donor
03

Donors hear before an instalment is due, and thank-yous don't slip

Reminder letters and thank-you cards both depended on one person's diary, and both slipped in busy months. In Pory each pledge carries its next instalment date and a thank-you date: the donor gets a reminder in the portal and by email before the instalment, and the team is reminded when a thank-you is due. The Christmas thank-yous stop going out in February.

Notifications & remindersDone by: Donor

The parts every portal is built from

Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.

Collect

Forms

Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

Public pages

An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.

Self sign-up

People create their own account and land in the role you chose for them.

File attachments

Upload and view files on the record they belong to — not in a folder named FINAL v2.

Decide

Approve / reject with a reason

Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.

Status tracker

“Where's my request?” answered as a progress bar on the submitter's own page.

Board by status

Cards in columns. Drag a record to move it along.

Checklists

Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.

Assign to a person

Name who a record is for and it lands on their list, and nobody else's.

Notes & scores

A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.

Reminders by date

Renewals, expiries and overdue work, in an in-app inbox and by email.

Share

Tables

Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.

People directory

Portraits, names, and roles from a table, shown only to the roles allowed to see them.

Calendar

Records on a month or week view, by date.

Gallery & image grid

Records as cards or photos.

Detail view with related items

Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.

Notices & info pages

Check-in details, benefits, updates — a page for a role to read.

Counts, totals & averages

Live figures over the records a viewer is allowed to see.

Control

Who sees which records

Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.

No-Password Doors

A sign-in link by email, by default. Password sign-in if you'd rather.

Your brand

Your domain, your colours, your logo. Members see you.

Frequently asked questions

Your donor portal, live today.

Describe it in a sentence and send the invite. Unlimited donors, flat price.