Client Project: University Foundation Donor Portal

This University’s Foundation and Alumni Association needed an update to their donor portal. The goal was to give donors access to their giving history while creating a personalized experience based on their donation types, the societies & clubs they’re in, and their membership levels.

My Role: UX Designer

Design Scope: Create wireframes for 4 pages and multiple personalized components.

Platform: Sitefinity

Tools: Adobe XD

Project Goal

How might we design a portal that gives donors access to their giving history while creating a personalized experience that creates a strong relationship with the Foundation?

Points to communicate to the donor users?

  • Their membership level and/or the society they are in.

  • Their contact information

  • Personalized stats about their donor history and membership

  • Giving History

  • Personalized content (articles, videos, etc.) related to their donation.

  • Membership benefits

  • Events attended and upcoming events

    ————

    CTAs

  • Renew membership

  • Upgrade membership

  • Become a member (for donors who aren’t yet members)

  • Sign-up for the newsletter

  • Learn more about Societies & Clubs

Hi-fidelity Wireframes

 

Personalize Welcome Header

Tell the donor what membership level they are with a reminder alert when they get close to its expiration. Show them their information on file so if it’s incorrect they can update it. Highlight stats related to their donations.

Giving History

Main purpose of the site is to provide donor access to their giving history.

 

Personalized Content

Using backend personalization we can identify the fund that a donor gave to and show them content, such as an article or video, that relates to it. At the same time ask them to donate again or set up a recurring donation.

Member Benefits

Different members get different benefits. They can use the donor portal to find out which benefits apply to them.

Personalized Events

It’s important to the client to encourage donors to attend events. The personalize Events page shows them upcoming events, as well as past events that they’ve attended.

Additional Wireframes

Personalization Components

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