Dear <<First Name>>,
The Old Bill’s 2022 Giving Season is now underway. Information on contributions designated for your organization is available online through a secure webpage called Donor View, which is accessible throughout the year.
Donor View is the platform used to view donations to your organization through Old Bill’s.
YOUR ORGANIZATION’S DONOR VIEW USER ID IS: <<DonorViewLogin>> (NOT an email address)
YOUR TEMPORARY PASSWORD IS: password123.
You may customize your password once you log in. (Tip: to simplify password recovery by your colleagues in the future, use a security question that is organizational rather than personal, e.g. DonorView user ID or last 4 digits of EIN.)
Grantee View is the platform used to complete and submit your Old Bill’s application (and all other Community Foundation grant applications). The User ID is an email address. The password is whatever was previously selected by the Grant Administrator for their account. Use “Forgot Password” link if needed. (Tip: as Grant Administrator accounts are linked to individuals rather than participating organizations, the security question can be either organizational or personal.)
Donor View and Grantee View are accessed from the same online portal: https://cfjh.iphiview.com/cfjh. Simply input the credentials of the account you wish to enter keeping in mind that your Donor View login is the USER ID provided above and Grantee View login is an email address.
Donor View is the only way to access Old Bill’s gift information, including donor designations, contact information, and expressed preference to not receive thank you notes.
To view and download complete donor information, use the instructions below.
As your nonprofit’s designated Old Bill’s contact, you are responsible for sharing Donor View login credentials and the above instructions with your organization.
- Enter your Donor View User ID (not an email address) and associated password.
- You will be taken to your “Donor Dashboard,” an overview of your account.
- On the left-hand side of the page, click on the link labeled “Contribution Activity.” Tip: Always set the date range for at least Last 90 Days to cover all gifts made within the Old Bill’s Fun Run 2022 Giving Season.
- Scroll to the bottom of the page and click on the link labeled “Contribution Activity Excel Export.” This download provides all the donor info you will need. (Do not use the other download options.)
When fundraising for Old Bill’s, please do not encourage gift comments or restrictions, e.g. designating specific programs or recognizing individual program participants. Comments and restrictions require special handling and slow the gift entry process.
The Community Foundation staff processes gifts steadily from the start of the Giving Season (August 12) through mid-October. All gifts are reviewed prior to posting, including online donations, which creates a delay between gift receipt and when gifts are visible on Donor View. Note that almost two-thirds of donations arrive in the last week of the Giving Season. Last year, the Foundation received over $1 million in checks and over $300,000 in credit card gifts on the last day. You will be notified when all gifts have been processed. We appreciate your patience!
Please feel free to contact me with any questions regarding Donor View (contact info below). Note that oldbills.org is an additional resource for important information about Old Bill’s.