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Your new look charity portal

You’re at the heart of everything we do.

We’re always looking to develop the services and tools we offer to help you raise money. But we also appreciate improvements don’t always have to be big ones, sometimes really simple changes that help make your life easier, are just as important.

Especially during the challenging time’s we’re facing, we know now more than ever you need to be able to access the tools and services you need quickly.

Take a look at your new shiny charity portal

We've made some changes to your charity portal summary page. It’s quicker and easier to navigate your way around your account and find the tools you’re looking for.

Screenshot of new look charity portal

Here's a summary of the changes:

Your monthly snapshot

Get real-time data on your fundraisers and donors for the current month right on the page

Real-time data in your new look charity portal

Simplified navigation

You'll find everything you need with our simplified navigation which adapts to your screen size giving you a clearer view of the content on the portal.

Simplified navigation in the new style charity portal

Your new reporting tool

The reporting tool previously known as ‘BETA’, will now become the default reporting tool when you log into your charity portal. We’ve worked hard to ensure the data you need, when you need it has never been easier to get your hands on. Download data in seconds, in a simple data format, all that can be used in your own CRM systems. You will still be able to access the old reporting tool should you wish to under ‘reporting’ in the navigation bar.

Screenshot of the new reporting tool previously known as BETA

More resources, tools and support

We've made it even simpler to access the tools and resources that will help support you. With links to our latest articles, ideas and fundraising tools, it’s user-friendly and hassle-free.

Screenshot of tools and resources at your fingertips

Related articles

How to host a great interview to tell your charity's story

Journalist Marcus Webb shares his top tips

23rd July 2021

How we raised money for our local food bank

How Wandsworth Foodbank benefitted from the generosity of a community in challenging times

30th June 2021

How to use custom codes to segment and organise your fundraisers

Account Manager Emma Rose explains how

25th June 2021

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