Your Portal
Your window into our work.
Every client gets a private, secure portal built around their engagement. See what we're doing for you, what's next and where every dollar stands, any time.
Your overview, at a glance.
This is what a client sees when they sign in. No more chasing updates by email or waiting for the next meeting.
Welcome back. Here's where things stand.
Waiting on you 2
Deliverables
Sample data. Each portal shows only that client's own work.
Every part of the work, in one place.
Your portal is built around the services in your engagement, so you only see what we're doing for you.
Waiting on you
Approvals and decisions we need from you, with due dates.
Deliverables
Every plan, document and project, with its status and a link to the file.
Governance
Board members, recruitment progress and upcoming board meetings.
Programs and initiatives
Where each program runs, its phase, people served and next milestone.
Events
Fundraising events with goals, money raised and sponsor tiers sold.
Relationships
Every sponsor and funder we're talking to, their stage and the next step.
Grants
Applications from research to awarded, with deadlines and amounts.
Financials
Raised so far against your goals, and budget against spending by program.
Social
Followers, engagement and the posts coming up on each platform.
Every sponsor and grant, tracked.
See who we're talking to, where each conversation stands and how close you are to each goal. When a sponsor commits or a grant comes through, you see it.
- Goals with progress. Sponsorships, events and grants, each against its target.
- A clear pipeline. From first outreach to committed and received.
- Next steps named. You always know what happens next and who owns it.
Fundraising goals
Relationships
Sample data
Behind every updateEvery line in your portal is real work in your community.
Simple for you. Secure by design.
Nothing to install and no password to remember.
Built around you
We set up your portal at kickoff with the sections that match your engagement.
Updated as we work
Our team keeps it current as deliverables move, sponsors commit and grants come in.
Private and secure
Only the people you approve can sign in, with a secure link sent to their email. Your data is never visible to other clients.
See your work this clearly.
Every House of Philanthropy client gets a portal. Book a consultation to talk about what yours would show.