Donor Portal: Give funders a login where they see progress and approve reports and tranches.
Every month the same donor emails for the same update.
Reports go out as attachments, and the approval of a report or a tranche waits in someone’s inbox.
Relief One, Funding & partnerships
How it works
A space where donors follow their grants.
- Invite a funder. Each donor gets a secure portal showing the grants they fund with you, and nothing else.
- They check progress whenever they like. Spend against time, indicators against targets, milestones, documents.
- They act in the portal. Review and approve reports, approve tranche requests, ask questions, sign amendments.
- For funders who re-grant. The same portal shows their whole portfolio across all their grantees.
What it does.
- Portfolio view
- All the grants a donor funds with you: amount, disbursed, burn vs time, next report.
- Grant page
- Budget, indicators, milestones and documents, as your team sees them.
- Report review
- Approve or request changes, with comments in the text.
- Tranches to approve
- Tranche and disbursement requests decided in the portal.
- Amendments
- The funder signs them in the portal.
- Messages
- Questions to the grant team, kept with the grant.
- The donor’s own team
- Roles for programme officers, finance and read-only viewers.
- Access per grant
- Sign-in by magic link or SSO, closed when the grant closes.
The full list
Portfolio view of all grants (amount, disbursed, burn vs time, next report, status); grant page with budget, indicators, milestones and documents, report review with Approve / Request changes and comments in the text, tranche and disbursement requests to approve, amendments with e-signature, messages with the grant team, indicators across the portfolio; document library (agreements, reports, audits); roles for the donor’s own team (programme officer, finance, read-only); notifications and a monthly digest; sign-in by magic link or SSO; access per grant, revoked when the grant closes.
What makes the difference
- Donors check progress in the portal instead of asking by email.
- A report approved in the portal is approved on the record.
- Donors see the same figures your team sees.
With your AI agent
One question can cross several modules.
The agent works on your side only, from what you have shared with the donor.
- A question
- “Northbridge is asking about the water points. What have we already shared with them?”
- Reads
- Donor Portal, Grant Management & Donor Reporting
- Comes back
- What the donor has already seen, document by document
Connected to
It shares its records with these modules.
- Grant Management & Donor Reporting: What each grant still needs from you.
- MEAL: Show what changed, and how you know.
- Finance & Fund Accounting: Does each project cover its costs?
- Calls for Proposals: Run your own calls for proposals.
Before you book a demo.
Does the donor’s whole team get access, or one person?
The whole team, with roles: programme officer, finance and read-only viewer. They sign in by magic link or SSO, and access to a grant is revoked when the grant closes.
Where do signed agreements and audit reports live?
In the portal’s document library, grant by grant: agreements, reports and audits. Amendments are e-signed there too, and the donor’s questions to your grant team stay with the grant.
Can we start with Donor Portal alone?
Yes. Each organisation starts with the base, then picks its modules. You can start with one and add others later.
Can we switch a module off later?
You can, and its data is kept. A module switched off disappears from menus and search, and switching it back on restores it.
Can you import from our spreadsheets and current tools?
Yes: people, projects, budgets, policies, files (including a one-time import or a live two-way sync with Google Drive), and the content of your existing workbooks. Connectors to your other systems are built as part of the project.
Next module
- Calls for Proposals: Run your own calls for proposals.
Funding & partnerships
- Grant Radar & Proposals: From the call to the signed grant.
- Grant Management & Donor Reporting: What each grant still needs from you.
- Calls for Proposals: Run your own calls for proposals.
- Partners & Sub-grants: Fund local partners and follow their work.
- Fundraising & Individual Donors: What each campaign raised, and what it cost.
- Add to your Relief One
- The base: The part every organisation gets.
- Relief One
Book a demo of Relief One.
Tell us how your organisation works and which modules you are looking at. We show you Relief One on the parts that matter to you.