What Is TrustyPortal?
Stronger Engagement = More Donations
TrustyPortal is the first platform of its kind, designed specifically for organizations to manage & upkeep solicitation efforts around major gift prospects, donors/constituents, and facilitate communications easily. Stay connected and improve efficiencies across an easy-to-use website platform that allows a more consistent, convenient flow of information. Here are a few of its key benefits:
Drive Authentic Engagement
Keep your relationships strong and your conversations open. Everything you need, including the donor's attention, is in one place!
Measure Your Outreach
Track donor activity, engagement, and interest while keeping your message clear and dialogue transparent. You control the content.
Reduce Admin Time
Less re-sending and searching for old documents, more time focused on generating new donors & donor gifts.
Get Convenient Data
One platform to house it all. No more "missing" documents - just guaranteed communication. Keep your constituents up-to-date and records accurate.
Getting Started
Save Admin Time
Not only does TrustyPortal offer an efficient means of engagement and measurement, but maintaining, accessing, and tracking constituent data is also made easy with the platform. We'll show you how to get started:
1
Join TrustyPortal
3
Add Admins/Gift Officers
2
Build Your Organization's
Profile
4
Invite Your Constituents
5
Build Content, Track Progress & Engage Users
Key Features
Make Things Easy With TrustyPortal
Portfolio & Profile
Manage your organization's profile information, internal users, and constituents. TrustyPortal is a central repository for viewing, updating, and interacting with your organization's solicitation efforts.
Reports, Data, Tracking
View the progress of your organization's solicitation efforts, donor information, and activity, track the progress of your admins and gift officers, and follow trends over time. Keep your fundraising efficient!
Communication Channel
TrustyPortal is a one-stop digital location where you can share newsletters with constituents, upload images and videos, and store digital files for easy access to your internal staff or donors.
Curated Donor Experience
Donors will only see the information you want them to see. TrustyPortal’s API only shows relevant and useful information to the donor. No sensitive financial data or internal notes are made available to external audiences.
TrustyPortal FAQ
Frequently Asked Questions & More
In the development and non-profit fundraising world, most donors do not have easy or timely access to their personal and donor-related information. In addition, almost all information is communicated via email or text. The lack of transparency and access to information is a hindrance and creates “friction” to a process that is dependent upon authenticity and meeting the needs of the donor.
TrustyPortal empowers constituents and donors with easy access to relevant information. It functions as a central hub for all communication pertaining to them and their relationship to the organizations they support. TrustyPortal can host documents (including tax letters, newsletters, invitations, and solicitations), pictures, videos, and personal information, including gift history and impact. TrustyPortal will permanently archive information uploaded and act as a powerful engagement tool.
Our experience is that donors want frictionless transactions with organizations. Efficiency helps save time, which is our most valuable asset. In conversation with several donors, providing them with access, transparency, and a valuable repository of information - customized for them, is exactly what donors want. In addition, as older donors adopt more technology, we feel the visual nature of the app will help address any of those specific concerns.
The donor will experience a highly curated view of what is in the Raiser’s Edge database. They will only see information that is specific to them. Some examples include lifetime giving, their most recent gift, initiatives that have been supported, and personal information like name, address, phone number, email address, etc. Lastly, the donor will see information that is uploaded with the intention of creating an interaction and engagement. This could include donor gift agreements, photos, videos, and documents for consumption. They will not see “notes,” actions, “ask amounts,” net worth, gift capacity, financial information, or any other highly personal information.
TrustyPortal can also serve basic communication needs via the customized email notification process and information shared via the portal.
Trusty Portal links via an API to Blackbaud Raiser’s Edge. It enhances the donors' experience by providing access to select constituent information within your Raiser’s Edge database. The process is very easy, and we can help you with technical support.
“Portals” have become more commonplace in today’s world, and for good reason. The non-profit space should also move in this direction. The few apps that attempt to address this lack of constituent access do not have the same capabilities regarding media, data, or communicative properties. We at TrustyPortal believe that authentic engagement and utility can help drive content creation, conversations, and subsequent investment in a non-profit mission. Furthermore, transparency and access builds trust.
TrustyPortal can perform like a customized social media channel. One that can grow authentic engagement and drive a donor's desire to continue supporting an organization. TrustyPortal can keep your donors up to speed on events and developments while also hosting an archive of information. Experience has shown that an outcome of increasing engagement is increased alignment with an organization's mission, leading to increased donations and support.
Most companies design their software to provide information to the non-profit since the non-profit is the customer. Our software helps non-profits serve their customers in a new way. TrustyPortal is designed to help the non-profit both parties. We can help non-profits serve their donor’s needs while also helping them help themselves.
The organization adds the donor to the portal app, and an email invite is generated and sent. The donor follows straightforward directions to gain access to the portal. The app is compatible with Google and can make it straightforward.
At this time, TrustyPortal is only compatible with the BlackBaud Raiser’s Edge platform. In the future, it we may develop an API to work with other CRMs like Salesforce. Please let us know if you have an interest in these developments by emailing Bob@rmillerconsulting.com.
The pricing structure is based on the number of portals a client selects. The cost per portal starts at $2 per portal and is charged monthly. A standard one-time integration fee of $2,000 will apply to all accounts. If you need more than 1,000 portals, please contact TrustyPortal to set up a custom plan. The fee is billed monthly, and all plans can be canceled within one month. There is no long-term commitment, and clients can cancel at any time.
Navigating The Platform
Navigating The Platform
Solicitor View
Hover over the bullets to discover the
Solicitor Dashboard
Constituent View
Hover over the bullets to discover the
Constituent Dashboard
Constituent View
Hover over the bullets to discover the
Constituent Dashboard
Contact Us
A Member of Our Team Will Reach Out to You
Portal:
View your outward-facing donor profile and Add photos, videos, and documents. Update the information you want people to see and View your donation history.
Portfolio:
View the organization profile page, photos, videos, updates, events, newsletters and more Comment and stay up-to-date!
Settings:
Adjust your personal account settings, login information, and email/push notification settings
Constituents:
View, Add, and Remove Constituents/Donors & track their data & behaviors
Reports:
View statistics and oversee the progress of your admins and solicitors
Portfolio:
View and Edit your outward-facing profile page. Share photos, videos, updates, and newsletters. Create events and more
Settings:
Adjust your personal account settings, login information, and email/push notification settings
Internal Users:
View, Add, and Remove organization members with internal access to your portfolio
Organization:
View and Update your backend settings, such as your subscription, contact information, links, users, and even customize branding colors
Portal:
View your outward-facing donor profile and Add photos, videos, and documents. Update the information you want people to see and View your donation history.
Portfolio:
View the organization profile page, photos, videos, updates, events, newsletters and more Comment and stay up-to-date!
Settings:
Adjust your personal account settings, login information, and email/push notification settings
Constituents:
View, Add, and Remove Constituents/Donors & track their data & behaviors
Reports:
View statistics and oversee the progress of your admins and solicitors
Portfolio:
View and Edit your outward-facing profile page. Share photos, videos, updates, and newsletters. Create events and more
Settings:
Adjust your personal account settings, login information, and email/push notification settings
Internal Users:
View, Add, and Remove organization members with internal access to your portfolio
Organization:
View and Update your backend settings, such as your subscription, contact information, links, users, and even customize branding colors
Solicitor View
Hover over the bullets to discover the
Solicitor Dashboard
