Track your Moves Management Asks with the AskBoard
Manage your asks and major donors with the AskBoard.
Track every stage of your asks with customizable lanes and weighted amounts.
View your entire team's asks or just your own.
Designed to help you stay organized, focused, and ready to reach your fundraising goals
Fundraising Assistant built-in with Otto
Daily 5 Suggestions: Recommendations for donors to connect with based on your data, plus reminders and alerts to ensure you are always up to date.
Reminders about key milestones like first gifts, lapsed donors, or birthdays.
Quickly send emails or complete tasks, all in one place.
A fundraising assistant giving you insights and support.
Trusted data security
Rest easy knowing your data is stored in U.S. based servers, accessible only to your organization, and backed up daily. SOC 2 Type 2 certification means a company has proven it can securely manage and protect its data and systems over time, following strict guidelines to ensure safety and privacy.
Campaign management
Track and manage campaigns, funds, and appeals to stay connected to your fundraising goals.
Campaigns
Manage and track campaigns
View visuals and reports of campaign performance
Funds
Accept gifts and grants for specific funds through separate giving pages or a drop-down menu
Automatically segment and track donations, so all your transactions are accounted for.
Appeals
Track where you’re generating gifts to see which appeals are most successful
Assign an appeal through giving pages, so your data is automatically tracked
Use visuals and reports to make informed decisions on future appeals
Easy importing and data migration
Quickly add many contacts, gifts, or activities all at once
Easily migrate your data from wherever it’s stored into DonorDock
Continue tracking recurring gifts
Merge contacts that are duplicated
Integrations let your data be immediately imported into DonorDock
Segment donors and gifts
Easily filter and sort contacts with unlimited badges
Quickly build the custom reports you need
Auto badge donors from any Giving Page
Get insight into your donations with gift tags
Custom fields - Capture what matters most
Every nonprofit has unique needs. DonorDock’s custom fields ensure you can easily tailor your donor management system to track the information that matters most to your organization.
Flexible Data Tracking: Create custom fields to capture specific donor preferences, interests, event attendance, or any other information important to your organization’s mission.
Personalized Engagement: Utilize custom data points to enhance your donor interactions, creating meaningful touchpoints that resonate on an individual level.
Effortless Reporting: Quickly segment and filter your donor database based on your custom fields, giving you powerful insights for targeted outreach and campaigns.
Easy to Manage, Easy to Use: Create, edit, and organize custom fields quickly without any technical expertise. Your team can effortlessly input and access custom information directly within each donor’s profile, streamlining your processes and enhancing your donor stewardship.
Easily filter, sort, search, segment, and export all your information to get the reports you need.
Discover insights and trends that help make effective fundraising decisions. Get a bird's eye view of your fundraising health, or segment and filter your data to view custom reports. Export and share your reports and keep your board or donors in the know.
Types of reports:
Prebuilt report library
Access to dozens of prebuilt reports to help you make informed decisions
Custom report builder
Create custom reports to fit the needs of your nonprofit
Fundraising dashboard
Access a visual dashboard to keep you up-to-date on your progress
Activity reports
Get reports based on the activities of your team and contacts – including volunteer, fundraising activity, emails, event attendance, grant submission, and more
Contact reports
Custom lists of donors sorted and segmented in the way you need
Membership reports
View a list of members, sort by membership level and more
Campaign reports
See the information you need to track campaign performance
Gift reports
Sort by date, amount, campaign, fund, location and more
Annual giving statements
Automatically generate annual giving statements that can be sent by email or letter
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