SDSU Donor Portal User Guide

SDSU Donor Portal User Guide Guide

SDSU donors/stewardees who have created a scholarship or an endowment are provided a personal donor portal to access information – as applicable – regarding: scholarship recipients, endowment financials, and endowed program updates.

To view a video overview of the portal, please click here: https://youtu.be/RgkXLF3SqZQ To access your portal, please follow the link provided previously in an email titled “Your Personal SDSU Donor Portal Invitation” from DonorRelations@sdsu.edu. Complete the registration process as prompted. If you would like us to re-issue the link, please contact us at the email address above.

Donor Timeline When you successfully log into your portal, you will begin on the TIMELINE. Summary sections will display in chronological order (most recent first):

Section Blocks To open a summary section, click on any section block (options may include Message from the President and CEO, Most Recent Recipients, Endowment Investment Summary, etc.):

Once clicked, the section block will expand to display all information:

Navigation To navigate back to the TIMELINE, click the WELCOME menu in the upper, left corner and select TIMELINE:

To navigate your portal without selecting a section block from the TIMELINE, select an option from the FUND menu (FINANCIALS, RECIPIENTS, and BULLETINS are possible options):

Fund Financials If you support an endowment, you can access your fund financials by selecting FINANCIALS from the FUND menu (or selecting the Fund Details section block from the TIMELINE):

Scholarship Recipient Details If you support a scholarship, you can access recipient details by selecting RECIPIENT from the FUND menu (or selecting Most Recent Recipients from the TIMELINE). Click on KEEP READING beneath the recipient to learn more about them and their award.

Informational Bulletins To view all of your BULLETINS, select BULLETINS from the FUND menu. Click on the title of each bulletin to expand the section and review all available information.

Additional Actions To make a gift from the portal or to contact Donor Relations for more information, select the appropriate GIVE NOW or CONTACT US button in the upper, right corner of the screen: