Donor portal for pledges & impact updates

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 installment is due.

Pattern: Tracking

Describe it to Pory

“We're a literacy nonprofit. 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

Reading partners, two-year pledge1200600Oct 22, 2026Part paid
Christmas book gifting250250Nov 5, 2026Pledged
Library clubs 20265000—Fulfilled

Showing 1–3 of 3

Installments

Reading partners, OctoberOct 22, 202650Monthly cardExpected
Book gifting, first halfNov 5, 2026125Bank transferExpected
Book gifting, second halfDec 6, 2026125Bank transferExpected
Reading partners, SeptemberSep 22, 202650Monthly cardReceived
Reading partners, AugustAug 22, 202650Monthly cardReceived
Library clubs, final paymentJul 31, 2026250CheckReceived

Showing 1–6 of 6

Powered by Pory

In plain English

How Pory sets it up

Pory gives every donor and development team a sign-in of their own. Each donor sees only their own pledges. It covers giving history, pledges and impact updates. Pledges, installments, forms, supporter events, shared with you, donors and your contacts live in Pory's own database, so there's no spreadsheet to keep in sync.

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 installment is due. The development team stops answering the same balance question by mail.

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 program, 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 installment is due, and thank-yous don't slip

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

Notifications & remindersDone by: Donor

Who sees what in a donor portal

Every person signs in to their own view. This is what each role in the demo gets.

Donor

Sees only their own pledges.

Pages
Home, My pledges, Impact updates, Giving to Open Book, Events
Can start
Upload a form
Doesn’t see
Donors, Note (on pledges), Thank-you (on pledges), Thank-you by (on pledges)

Development team

Sees every pledge in the portal.

Pages
Home, Pledges, Installments, Donors, Thank-yous
Can start
Record an installment, Ask for a form

What’s in the donor portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Pledges

  • Pledge (text)
  • Pledged ($) (number)
  • Outstanding ($) (number)
  • Next installment (date)
  • Status (choice: Pledged, Part paid, Fulfilled, Canceled)
  • Fund (choice: Reading partners, Library clubs, Book gifting)
  • Donor (link)
  • Thank-you by (date)
  • Thank-you (choice: To send, Sent)
  • Note (long text)

Installments

  • Installment (text)
  • Pledge (link)
  • Date (date)
  • Amount ($) (number)
  • How (choice: Monthly card, Bank transfer, Check)
  • Status (choice: Expected, Received)
  • Donor (link)

Forms

  • Form (text)
  • Needed by (date)
  • File (file)
  • Status (choice: Requested, Uploaded, Checked)
  • Donor (link)

Supporter events

  • Event (text)
  • Date (date)
  • Kind (choice: School visit, Open house, Supporter reception, Volunteering)
  • Where (text)

Shared with you

  • Title (text)
  • Shared on (date)
  • Kind (choice: Report, Statement, Thank-you)
  • File (file)
  • Donor (link)

Donors

  • Name (text)
  • Type (choice: Individual, Family foundation, Company)
  • Giving since (text)
  • Prefers (choice: Email, Mail, Phone)
  • About (long text)

Your contacts

  • Name (text)
  • Role (text)
  • Email (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Decide

1 part
  • Reminders by date

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

Share

2 parts
  • Tables

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

  • Notices & info pages

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

Control

3 parts
  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

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

  • Your brand

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

Frequently asked questions

A donor signs in with a link sent to their email and lands on Home. They see Home, My pledges, Impact updates, Giving to Open Book and Events, and only the pledges that are theirs. From there they can use “Upload a form”.

Only the development team. It's hidden from donors: it doesn't appear on their pages or in the records they open.

You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.

Build your donor portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited donors.

See pricing · How Pory builds a portal