No. DonorDock includes unlimited contacts at no extra cost, so your subscription stays the same no matter how many donors, volunteers, or constituents you add. You should never be penalized for growing your donor base. Add as many contacts as your organization needs without worrying about your monthly price increasing.
Yes. You can cancel your DonorDock subscription at any time directly inside the app, with no cancellation fees beyond what you've already paid. Because DonorDock is a single plan with no tiers, there's nothing to upgrade or downgrade. You can export all your data before you leave, and if you decide DonorDock isn't the right fit within the first 90 days, our money-back guarantee means you get a full refund.
Yes. You can export your donors, gifts, tags, and activity timelines at any time, whether you need your own backups or decide to move to a different system.
Yes. Export donor lists, gift reports, and filtered segments to CSV or Excel anytime. This is helpful for analysis in external tools or for sharing data with your team.
Yes. Migrate from Bloomerang, DonorPerfect, or any other CRM by exporting your data and importing it into DonorDock. with premium onboarding our support team will guide you through the migration each step of the way. Learn more about data migration.
Yes. Multiple team members can use the same DonorDock account with individual logins, assigned roles, and permission controls to keep data secure. Invite team members, assign roles like Administrator, Staff, or Limited Access, and control exactly what each person can view or edit.
Yes. DonorDock Premium Onboarding provides guided human support, plus optional live sessions and training resources. Whether you prefer self-guided setup or a hands-on help, there's a path that fits how you work.
No. DonorDock does not require a long-term contract, and you can cancel at any time with no penalties beyond what you've already paid. More than 99% of organizations renew each year. DonorDock also offers a 90-day money-back guarantee: if it's not a good fit in the first 90 days, you'll get a full refund. You can always export your data before you go.
Currently DonorDock only offers support and services for customers based in the United States. We plan to expand that in the future, so please reach out if you're interested, and we can keep you up to date.
DonorDock centralizes contacts, gifts, communication history, tasks, and giving forms in one organized workspace so your team can manage fundraising without switching between tools. Instead of maintaining separate systems for donor tracking, outreach, campaigns, and reporting, everything lives in one place. It's built so lean teams can do more without adding complexity to their day.
DonorDock minimizes data loss risk through: separate cloud database for each customer with no data commingling, PCI/HIPAA/SOC/FedRamp-compliant data centers, redundancy in cloud infrastructure for maximum uptime, disaster recovery plans for various scenarios, continuous point-in-time replication to a different data center, rolling seven-day backup retention, and SOC II certification.
Go to Settings, select Users, enter the person's email address, and assign a role such as Administrator, Staff, or Limited Access. Permissions control what each user can view or edit, so you can give team members, board members, or volunteers exactly the level of access they need.
Reach DonorDock support through in-app chat or by emailing support@donordock.com. Response times are fast and real humans are available to assist you with quick questions or hands-on help.
To create a DonorDock account, start by scheduling a demo so we can help you choose the right setup for your organization. If you've already had a demo, your sales rep can send you a signup link directly. Schedule a call with us here.
Import donor data into DonorDock by connecting third-party tools through a direct integration or uploading a CSV or Excel file using the built-in import tool. DonorDock guides you through field mapping so contacts, gifts, and interactions land in the right place. Free weekly live trainings are also available to walk you through your first import if you need extra help.
DonorDock has native integrations with QuickBooks Online, OneCause, GoFundMePro, Fundraise Up, Point Volunteer, and Double the Donation. You can also connect 5,000+ other tools through Zapier, which automates tasks between apps without custom development. Learn more about how integrations work.
Most nonprofits can start using DonorDock the same day and complete data migration within 10 days—often faster. Setup is guided by human support, data import is straightforward with built-in field mapping, and core features work out of the box without needing technical help.
We'd love to help with any questions you have. Choose a time to chat with a product expert, contact us to get your questions answered, or schedule a product tour.
When you're ready to get started with DonorDock, sign up for a demo here and we'll guide you through the next steps.
Yes. DonorDock is fully accessible on iPhone and Android devices through any mobile web browser with no app download required. Just visit donordock.com from any mobile device to access the full app. The mobile-optimized experience lets you manage donors, log activity, and stay on top of tasks from anywhere.
Yes. Switching to DonorDock is straightforward, and most nonprofits complete data migration within 10 days premium onboard experience. DonorDock was voted "Easiest to Setup" on G2. We provide human help, detailed instructions, and personal guidance through the upload process. Learn more about migrating your data.
Yes. Full support is included in your DonorDock subscription at no additional cost, including: Training Academy with in-depth courses, Help Articles with step-by-step guides, Help Desk with real support via chat and email, and Live Group Training and Q&A sessions with product experts.
We'd love to answer your questions about DonorDock. If you're considering DonorDock, sign up for a demo to get your questions answered. If you're a current customer, check out our help center articles on integrations or contact support.
Yes. DonorDock accepts debit cards, credit cards, and ACH bank transfers for subscription payments. You don't need a corporate credit card to subscribe—any of these three options works for monthly or annual billing.
DonorDock runs in all modern desktop and mobile browsers including Chrome, Firefox, Safari, Microsoft Edge, and Opera. No installation is required—DonorDock is fully browser-based and also works as a mobile-friendly app on any modern mobile browser.
DonorDock maintains enterprise-grade security through SOC2 TYPE II Certification, TLS encryption, HTTPS/TLS connections for all resources, data centers that meet PCI, HIPAA, SOC, and FedRamp compliance standards, hashed passwords, peer code review for all changes, and Captcha technology on all giving pages to prevent fraudulent activity.
You can still import messy donor data into DonorDock—the platform identifies duplicate contacts, mismatched fields, and formatting errors so you can clean data as you upload it. Our team can also provide expert guidance on cleaning up your data before importing, so you start with a fresh, well-organized database from day one.
DonorDock is an all-in-one fundraising and donor management platform built for fundraising teams who need CRM, online giving, outreach, automation, and project management in one place. DonorDock is designed for US-based 501(c)(3) charities and nonprofits, simplifying fundraising, marketing, and data management for teams of all sizes and skill levels. You can manage donors, send outreach, accept gifts, and track campaigns without juggling multiple tools.
DonorDock accepts all major credit cards, debit cards, and US-based bank accounts via ACH. Billing is automated and can be set to monthly or annual. You'll be billed on the same day each month (or annually), and can view your billing history and update payment methods anytime within DonorDock.
DonorDock integrates with Stripe, PayPal, QuickBooks Online, GoFundMePro, Point, OneCause, Zapier, Google tools, email providers, and other fundraising platforms to keep your data consistent across systems.
Access DonorDock training resources in the Help Center and DonorDock Academy, including video walkthroughs, written guides, and live webinars. Whether you're just getting started or diving into advanced features, there's a resource available to help you move forward quickly.
Yes. When you sign up for DonorDock, you get access to real human onboarding support, training resources, and guided setup at no extra cost. We know you'll get more value from DonorDock when you're supported during setup. Our customer success team will walk you through the onboarding process, and DonorDock is designed to be intuitive enough that most teams are up and running the same day.
Yes. DonorDock offers premium onboard. Our team maps and imports your data for you. We hop on a call and walk you through the process together. You get hands-on human help.
Yes. You can add subscribers from your website directly into DonorDock using connected forms or integrations.
Yes. You can build custom workflows that generate reminders when donors reach milestones or show giving patterns worth attention.
Otto also sends Smart Nudges to your ActionBoard for timely moments like gift anniversaries, significant gift increases, birthdays, first-time donors, and many more.
Yes. Use task automations, donor journeys, and email tools to build workflows that guide donors from first gift to long-term engagement. Workflows can trigger emails, create tasks, add or remove tags, and update contact fields—giving your team a consistent stewardship system without manual work.
Yes. Create and track pledges, record payments toward them, and monitor fulfillment over time. The built-in AskBoard gives you a moves management pipeline view to manage major gift asks and track where each prospect is in the cultivation process.
Yes. DonorDock automatically identifies duplicate records and helps you merge them safely. Keeping a clean database means your reports are accurate and you're not contacting the same person twice.
Yes. You can manage several active campaigns at the same time and track each one individually, tie each to different giving pages, appeals, pledges, and funds.
Yes. Track engagement, recency, frequency, retention, and giving patterns over time. DonorDock includes 30+ pre-built reports ready to use, and you can create unlimited custom reports tailored to your strategy.
Yes. Segment donors using filters like giving history, frequency, recency, tags, custom fields, and interests, then use those segments to trigger automations or send targeted emails and texts. Marketing Lists update automatically as your data changes, so your segments always reflect your current donor base.
Yes. DonorDock integrates with QuickBooks, OneCause, GoFundMe, and 5,000+ apps via Zapier. Real-time sync keeps donor information, payments, and contact records consistent across all your tools—no manual data entry, no errors.
Yes. Connect individual donor profiles to households and companies, and track giving at both the household and individual levels. Link relationships between contacts, see combined household giving history, and make sure credit is attributed correctly for stewardship and reporting.
Yes. Log every donor touchpoint in DonorDock, including calls, emails, notes, meetings, and volunteer activity, directly on the donor record. Otto intelligence then uses that activity data to surface the right next steps at the right time, so no follow-up falls through the cracks.
Yes. Recurring donations from your online giving pages are automatically tracked and tied to the donor's profile, as well as linked to the designated funds, appeals, and campaigns you've set up. View recurring gift history, monitor active schedules, and manage recurring donors as a distinct segment in your CRM.
Yes. Assign gift attribution to the appropriate contact using soft credits and ensure recognition reflects true donor involvement. Whether a gift came through a peer fundraiser, board member solicitation, or matching gift program, soft credits keep your attribution accurate for reporting and stewardship.
Yes. Record volunteer hours, notes, and interactions in DonorDock just like donor engagement activity, keeping the full relationship visible in one place. If you need robust volunteer scheduling, DonorDock also integrates directly with Point, a dedicated volunteer management platform.
Yes. Create restricted user accounts for volunteers and board members so they see only the data and tools they need. You stay in control of permissions and can adjust access anytime.
Yes. DonorDock integrates directly with QuickBooks Online, letting you sync donations, batches, and account mapping to simplify your bookkeeping.
Yes. Create saved lists using tags, filters, and dynamic marketing lists that update automatically as your data changes. Tag contacts by interests, campaigns, events, or any grouping your organization uses, then build automations or send targeted outreach directly from those lists.
Yes. DonorDock has built-in project management features that connect your gifts, campaigns, and contacts directly to tasks, reminders, and activity timelines. This keeps all donor work organized in one place instead of juggling spreadsheets or separate tools.
Yes. DonorDock supports custom fields for donor records. You can also add custom fields to donation pages and forms for collecting specific information about your contacts.
Yes. DonorDock includes basic event tracking like ticket purchases, and has native integrations with best-of-breed event platforms like GoFundMePro and OneCause. This lets you use the best event management tools while keeping donor data unified in DonorDock. Read more about event tracking in DonorDock.
Yes. DonorDock includes tracking for volunteer hours and dates of service right in the platform. If you need more robust scheduling and volunteer management capabilities, DonorDock integrates directly with Point, a dedicated volunteer management system. View all DonorDock integrations.
Automations reduce repetitive work, ensure donors get timely follow-up, and keep fundraising activity on track even when teams are stretched thin.
This saves time and increases donor loyalty and giving through consistent stewardship without additional admin work.
Otto is DonorDock's built-in AI assistant trained on fundraising best practices and thousands of hours of nonprofit stewardship expertise.
It identifies donor opportunities, suggests next actions, highlights important donors, flags lapsed givers, recommends follow-up actions, helps with messaging, and generates tasks or reminders based on donor behavior.
Tasks and reminders in DonorDock are connected directly to donor records, so every action you take is logged as activity on that contact's timeline. Tie tasks to follow-up workflows, set reminders for key stewardship moments, and always see the full context of your relationship with a donor when you sit down to reach out.
DonorDock combines unlimited contacts, built-in project management, integrated online giving pages, and AI-powered automation in one platform designed specifically for small and growing nonprofits. Most CRMs charge more as you grow or require expensive add-ons for basic features. DonorDock includes everything from day one—CRM, email, giving pages, automation, and project management—so your team can focus on fundraising instead of managing software.
Yes. DonorDock supports earned income models alongside traditional donations, so you can charge membership fees, run paid programs, sell merchandise, or offer subscription services all from the same platform.
DonorDock handles payments, tracks contacts and their transaction history, automates communications, and integrates with your bookkeeping and other tools, whether the revenue comes from donations or earned income.
DonorDock offers task automations, email sequences, donor journey workflows, follow-up reminders, recurring gift triggers, and automatic logging of donor activity.
All automations can update fields and add or remove tags alongside other actions, helping small teams run consistent stewardship without manual effort.
DonorDock includes 30+ pre-built reports like LYBUNT (Last Year But Unfortunately Not This Year), SYBUNT, End of Year Statements, and custom dashboards for giving totals, new donors, retained donors, lapsed donors, average gift size, and campaign performance. You can also create and save unlimited custom reports tailored to your strategy.
DonorDock's CRM stores donor and contact information, tracks gifts, grants, funds, appeals, and campaigns, organizes tasks, and helps you manage relationships—all in one place. It's built for fundraising teams that need a simple, unified donor database without the complexity of enterprise-grade software.
A donor profile in DonorDock can store contact information, full giving history, interactions, notes, tags, custom fields, household relationships, attached documents, and all communication activity in one record. Having everything in one place means you always have the full picture of a donor's relationship with your organization before you reach out.
DonorDock includes over 30 pre-built reports and real-time dashboards covering total giving, new donors, lapsed donors, retention rates, recurring giving, campaign totals, and donor trends.
Reports update in real time so you can monitor changes as they happen. You can also create unlimited custom reports and save them for repeated use.
DonorDock is designed for small and lean nonprofit fundraising teams that need an easy way to track donors, gifts, and communication without managing multiple tools. Whether you're a one-person development shop or a team wearing many hats, DonorDock fits the way you actually work.
Yes. DonorDock takes security seriously. Your servers are hosted in world-class data centers protected 24/7. We're SOC2 TYPE II Certified, a leading standard in data security. You own all of your data—we never sell it. Your data is safe, secure, and always yours. Review our Privacy Policy for more detailed information.
Yes. DonorDock can replace Mailchimp or Constant Contact for nonprofit email marketing, with a built-in drag-and-drop email builder, bulk sending, list segmentation, and drip campaign automations. Because your email tool lives inside your CRM, you can personalize every message using donor data like giving history, tags, and custom fields—something standalone email platforms can't do. Learn more about DonorDock's email features.
Yes. DonorDock's workflows let you set up multi-step outreach like welcome journeys, nurture sequences, or stewardship campaigns automatically. Add in tasks for personal follow-up, tag donors by engagement level, move donors between segments, and more—all in the same sequence. No need to juggle multiple tools.
Absolutely. Use merge tags to insert donor names, gift amounts, custom fields, and other personalized content directly into emails sent in bulk. This is the big advantage of having email built into your CRM—a separate email tool can't personalize like this without leaving your database.
Yes. send individual emails, newsletters, appeals, and stewardship messages directly from DonorDock without logging into a separate platform. Use the easy drag-and-drop email builder, set up automated drip campaigns, and use merge tags to personalize every message with data from your CRM. Everything you need is in one place.
Yes. DonorDock includes a full email builder with bulk sending, list segmentation, scheduling, and analytics, so you can send newsletters directly from your CRM without needing a separate tool like Mailchimp or Constant Contact.
Because email lives inside your CRM, you can personalize every message with donor data like lifetime giving amount, last donation date, tags, and custom fields. That level of personalization is something standalone email platforms can't match.
Yes! Emails can be triggered by new donations, first-time gifts, recurring gifts, or specific tags and events.
Yes. Otto can draft donor messages, email copy, thank-you notes, and stewardship communication that you can customize to fit your organization's voice and mission.
This saves you time on first drafts while keeping every message personal and on-brand.
Yes. You can sync DonorDock with Mailchimp or Constant Contact via Zapier, though many nonprofits choose DonorDock's built-in email tools instead to consolidate their stack and save on time and cost.
Yes! You can see open rates, click rates, bounces, and unsubscribes for every email you send and compare emails to each other to see which worked best.
Yes. DonorDock includes templates for appeals, donor updates, thank-you emails, newsletters, and event communications. With our Stewardship Journeys feature, you can also use Otto (our AI assistant) to help draft emails that fit your organization's voice and personalize them for each journey step.
DonorDock includes a set amount of monthly emails, and you can purchase additional emails directly inside the app whenever your volume changes. No plan changes or upgrades required. Whether your email volume spikes for a year-end campaign or grows steadily over time, you can add more emails on demand and only pay for what you use beyond what's included.
Yes. All giving pages use encrypted connections and secure payment processing to protect donor information. DonorDock is SOC II certified and maintains strict security for all information given.
Yes. DonorDock donation pages are fully compatible with any website and can be embedded as in-page forms or used as standalone pages with their own URL. Linking Online Giving pages to your website doesn't require special technical skills. During onboarding, we'll share resources and help you get giving connected to your site quickly.
Yes. DonorDock charges a 1% platform fee on gifts processed through Online Giving pages, plus the standard payment processing fees from Stripe or PayPal (typically 2.2% + $0.30 for nonprofits). There are no hidden fees and no additional charges on top of your DonorDock subscription. The 1% platform fee helps DonorDock continue building and improving tools purpose-built for nonprofit fundraisers.
Yes. Online donors automatically receive a tax receipt and thank-you message immediately after giving. You can customize these messages and set up additional follow-up emails to deepen relationships. It's all automatic once you configure it.
Yes. DonorDock has direct integrations with popular fundraising platforms like GoFundMePro, Fundraise Up, and OneCause, and you can use Zapier or file imports to sync donations or contact data from most other fundraising tools.
Yes! You can create campaign pages with unique URLs, track results separately, and report on campaign performance in DonorDock.
Yes! You can set suggested amounts, add descriptions, and highlight an impact statement for each amount on your giving pages.
Yes. You can edit the thank-you message, receipt, and include personalized details. You can also send automated or manual follow-ups using Outreach or workflows in the platform.
Yes. DonorDock sends an automatic tax-deductible receipt immediately after a donation is completed.
Yes! Your giving page can include DAFpay for easy donation through Donor Advised Funds. You can track DAF donations in your CRM like any other gift and easily add soft credits to attribute the donors to the gift so you can steward them well.
DonorDock Online Giving pages connect directly with Stripe and PayPal to process gifts, and each donation is automatically recorded in your DonorDock account in real time. When a gift comes in, it appears in both your payment processor account and your DonorDock donor record instantly. During onboarding, we can also walk you through importing past gifts from Stripe or PayPal so your giving history is complete from day one.
Payout times depend on your connected processor (Paypal, or Stripe), but most nonprofits receive deposits within two to three business days.
Donors can give using all major credit cards, debit cards, ACH, Apple Pay, Cash App, Google Pay, DAFpay, depending on your payment processor setup
DonorDock supports Stripe and PayPal for online giving with built-in integrations for both processors. Online gifts processed through Square can also be accepted via a Zapier integration between DonorDock and Square.
You can create branded donation pages for general giving, campaigns, events, recurring giving, and memberships. Each page is customizable and mobile friendly and can be fully embeded or used with it's own URL as a standalone page.
Project boards can be shared across the team, and permissions control what users can access inside each workspace.
Yes. You can automate reminders for stewardship, campaign steps, and engagement milestones based on different triggers with full flexibility for customization.
Yes. DonorDock provides project boards, ask boards, action boards, tasks, reminders, automations, and calendars all tightly connected to the CRM, giving you a unified system for donor work and internal fundraising projects.
For many nonprofits, DonorDock can replace separate project management tools like Trello, Asana, or ClickUp.
Yes! You can assign tasks to anyone on your team and track progress, due dates, and completion.
Yes. Ask Boards and reminders help you track grant application deadlines, report submissions, and documentation requirements, and you can set up grant funds for easy reporting and management.
Yes. You can create a board for each campaign and manage outreach, milestones, deadlines, and reporting tasks all in one place.
Yes! Columns can represent stages like identification, qualification, cultivation, solicitation, and stewardship.
Yes. You can organize event tasks, sponsorship follow-up, logistics, and communication inside project boards and assign tasks to team members to roll up into each person's ActionBoard.
Yes. You can drag tasks between columns to track progress visually and customize columns for your own workflow, similar to Trello or Asana.
Otto analyzes donor behavior, giving patterns, recency, notes, and gift activity to surface the next most important action, so you always know where to focus your time.
DonorDock's philosophy is that AI should be a multiplier of human connections, not a replacement. Otto helps you prioritize the work that strengthens real relationships.
Tasks and boards sync with donor records, campaigns, and interactions. When you complete a task or log activity, it shows up in the donor’s timeline automatically.
Every follow-up task is tied to a donor, and reminders ensure you stay on schedule. Smart Nudges from Otto ensure you never miss a thank you, happy birthday, or any touchpoint that will strengthen your donor relationships. Activity shows up in the donor’s record so you always see the full history.
DonorDock includes boards at all levels of project management. The Project Board allows for project management at a team or organization level. The Ask board allow for pipeline management for things like major asks, grant applications, etc. The ActionBoard rolls up all assiged tasks for each person to manage and provide build in nudges for nurturing donor relationships so nothing falls through the cracks. You can manage projects, tasks, reminders, due dates, and activity tracking. These tools help you organize fundraising work, grant deadlines, campaigns, events, and donor follow-up all in one workspace.
It’s designed so lean teams can manage donor tasks, follow-ups, campaigns, and internal projects without needing separate tools like Trello or Asana. This allows for saving time and having a full picture of how tasks effect donor stewardship, campaigns, asks, funds, and events.
