Donor Dashboard Overview
Immediately upon logging in, your donor dashboard provides a personalized experience, allowing donors to quickly view and track grant progress, give to favorite charities, create campaigns, and more. Detailed below are the different features available within the donor dashboard, their use cases, and how to best maximize them.
Giving Impact
Your Giving Impact section details the 25 most recent grants made and how you are progressing as a family towards reaching your annual giving goal.
By selecting any one of the boxes listed in the Giving Impact tab, you will be able to view the grant details card associated with the selected grant. Within this view, we offer up a grant status timeline, in addition to the following:
Grant Amount
Current Grant Status
Payable Address (for check delivery)
Recommender Name (Donor name)
Payment Method (Check or ACH)
Charity Recipient Name
Charity EIN
Anonymity (Yes or No)
To ensure the above status bar is present on the donor dashboard, please ensure you have updated your Annual Giving Goal which can be located in the My Family section (steps provided below):
Select My Family on the left side of the screen and click Edit Preferences
Update the Annual Giving Goal to begin tracking your progress. Once completed, select Save & Close at the bottom of the screen.
Favorite Charities
The Favorite Charities view will dynamically scroll across all favorited charities within the donor's profile. By selecting the charity shown on screen, you will be brought to the organizational landing page where you can view the charity detail card, make a grant, or create a campaign.
To add a new charity to your favorites section, simply search for the organization and select the Heart icon viewable on the charity details card. Step-by-step instructions are shown below.
Select the Give option on the left side of the screen and click Explore Charities.
Locate the search bar on the top portion of the screen and search for a charity that you would like to add to your favorites section for quick granting access.
Upon searching, select the correct organization to be brought to the charity's landing page.
Select the Heart icon on the charity page to add the charity to your Favorites
You may also access your Favorite charities by selecting Give > Explore Charities and View All in the top portion of the Give dashboard, as shown below:
Suggested Causes
Suggested causes utilize both user-driven elections (topics of interest selected upon onboarding) as well as usage data to surface new topic areas to explore.
Select the topic of interest to explore. Use the topic icons to switch to a new topic, and scroll through BlueGive's recommended charities.
Trending on BlueGive
The "Trending on BlueGive" section helps drive community engagement by surfacing both trending causes and charities that donors from across our platform are granting to.
Want to learn more about a particular cause or charity? Simply click on the area of interest to explore the cause further, or learn more about a particular charity.
Suggested Charity (by donor, and by family)
The suggested charity feature provides personalized recommendations based on both the logged-in donor and the grander family's preferences. The personalization engine uses both suggested cause data and user interactions (grants) to suggest adjacent causes to explore.
Campaigns
Unique to BlueGive, the campaign feature allows donors to select a cause, build a custom landing page, and expose the page through a unique URL to the broader community to drive awareness and raise funds through credit card contributions.
Each outside contributor will benefit from BlueGive-generated tax receipts, delivered efficiently via email.
Within the donor dashboard, clicking on the Campaign card will allow you to view current and past campaigns, or create a campaign as new.
To create a campaign:
Either select Go to my campaigns in the campaign card located on the dashboard > Start a Campaign
OR, select the Give button on the left of the screen and click Start a Giving Campaign
Complete the following steps on the landing page:
Name your campaign (i.e., Annual Food Drive Campaign)
Search for the charity using the BlueGive database (search by name or EIN)
Add 1-3 campaign images to preview the cause visually
Create a campaign mission statement (think of this as the message to outside contributors - why are you raising funds for this particular cause?)
Set a goal, whether dollar driven or using an end date, or both.
Set a trigger for ending the campaign (once goal is reached, when time runs out)
Lastly, click Create Campaign to launch the landing page and share via the custom link shown in the published campaign card
Your Advisor
BlueGive is unique in that it is accessible only via an invite from your valued financial team and/or advisor. In an effort to best serve you, your advisor has input their contact details into the BlueGive platform, ensuring you always know the best ways to contact them for philanthropic, investment (DAF or otherwise), and wealth planning questions.
To view the latest contact details, simply locate the Your Advisor card at the bottom of the donor dashboard and select Contact.
While you may certainly contact your advisor to notify them of any technical challenges, our dedicated Care team is also here to assist, and our contact information and the link to the broader help center are always available just below your advisor's contact information.
Sidebar Navigation (Give, Add Funds, My Family)
BlueGive's side bar navigation has been designed to highlight the three core functionalities for any donor client.
The Give option enables donors to explore charities via our search functionality (with access to more than 1.8mm charities), view stored favorites, view suggested charities, pick up where you left off via Recently Viewed charities, or browse broadly by Cause area.
Add Funds allows donors to choose from the following contribution types:
Bank Account (single step method)
Credit Card (single step method)
Wire Transfer (multi-step method)
Public Securities (multi-step method)
External Fund (multi-step method)
My Family enables donors to edit family preferences, create mission statements and annual giving goals, and ultimately, invite family and/or friends to join in their philanthropic mission by creating sub-accounts and receiving grant budgets as assigned by the primary (Head of Household) users.
