Find updates to your data at-a-glance! The refreshed Partner Portal homepage now spotlights new and changed gifts, so you can see what’s changed recently and prioritize your outreach accordingly.

Navigate between views to easily view Partner Portal data by gift or contact, depending on your needs. Pro tip: when you are on the gift details page, you can click on the name of the donor to bring up the contact record of that donor without having to click away and into the gift list!

Interact with your data through new filters, manipulate the gift status to keep your workflows up to date, and add comments to keep your teams informed.

Use the Donor Insights panel to round out stewardship efforts! There, you’ll see a full picture of your donors through additional aggregated data points, which help you send the right message at the right time and strengthen your relationships. These are accompanied by a handy stewardship resource to help you strategize!

Receive updates on your gift data as your donors move through life! The nature of planned giving is that gifts can change and evolve over time. That’s why we’ve always underscored how critical it is to steward planned gifts in a careful, sensitive way. To guide you, we’ve introduced easier access and visibility into gift change data, and quarterly updates to include an indication when a donor may have passed away, including guidance on appropriate next steps.