What a donor sees in the donor portal

A donor is someone you invite from a fund's Donors tab. Once they accept the invitation and sign in, they have a Donor mode beside any other portal they use. It shows them only the funds they are a donor of, and nothing they can change. This appears only when fund management is turned on for your organisation.

Their funds

The donor's dashboard lists every fund they are a donor of, with its Name, Distribution Amount, Paid Amount and Available Amount, each in the fund's own currency. They select a fund's name to open it.

One fund

A fund's page shows:

• Balances: the fund's Distribution Amount, Paid Amount, Unpaid Amount and Available Amount, and Available to recommend, the most a grant recommendation can ask for today.
• Ledger: the opening balance, each contribution, payment, refund and adjustment in date order with the running Available Amount, and the closing balance. Allocations to individual applications aren't shown.
• Distributions: each paid distribution with the recipient's name, the amount and its Paid Date.
• Reports: each donor report you have published, with Download for its PDF. Reports that aren't published yet don't appear.
• Your recommendations: the grants they have recommended from the fund, each Pending, Accepted, or Declined with the reason you gave.

The donor never sees your fund notes, internal comments, applications, bank details or other donors.

Recommend a grant

The donor selects Recommend a Grant, then:

1. Chooses the recipient: A registered organisation, found by typing at least two letters of its name, or Another organisation, by its name and, if they know it, its charity number.
2. Enters the amount. It can't be more than the fund's available balance; if it is, they see "This is more than the fund's available balance" and can lower it.
3. Adds a purpose if they like, and selects Recommend.

The recommendation appears on your fund's Recommendations tab as Pending for you to accept or decline. See A fund's record and its child funds. A recommendation for an organisation that isn't registered can't be accepted until it registers.

When a donor is removed

When you select Remove Donor on the fund's Donors tab, the donor loses that fund on their next visit. If it was their only fund, the Donor mode disappears.