We make data import very simple. You can either connect your third-party tools through an integration for seamless syncing of data, or upload a CSV or Excel file using the import tool. DonorDock guides you through field mapping so contacts, gifts, and interactions land in the right place. We also have free weekly live trainings to guide you through the first import if needed.
Yes. You can export donor lists, gift reports, and filtered segments directly into CSV or Excel files.
Yes. You can export donors, gifts, tags, and activity timelines whenever you need your own backups or decide to move on.
Yes! You can export your data from your current CRM and upload it into DonorDock. If you need help, our support team can guide you through the process or if you'd like we offer a white glove migration option where we will map and import your data for you.
Yes! You can invite team members, assign roles, and set permissions so everyone can access the CRM while maintaining data security.
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.
Yes! You can access guided onboarding inside the app, plus optional live sessions and training resources if you want personalized help.
From your settings, go to Users, enter the person’s email, and assign a role such as Administrator, Staff, or Limited Access. Permissions control what each user can view or edit.
You can reach support through in-app chat or by email at support@donordock.com. Response times are fast...like really fast.
If you've had a demo with us, your sales rep can send you a signup link. If you haven't yet, schedule a call with us and we'll help you choose the right plan for your organization.
DonorDock centralizes your contacts, gifts, communication history, tasks, and giving forms. Instead of switching between tools, you can track donors, send outreach, manage campaigns, and see your fundraising activity in one organized workspace.
Most nonprofits can start using DonorDock the same day and have their data migrated within 10 days (often much faster than that). Setup is guided by our free human support, data import is straightforward, and core features work out of the box without needing technical help.
We would love to help with any questions you have!
Yes! You can easily access a mobile friendly version of DonorDock on iPhone and Android devices. No need to download an app, just visit donordock.com from any mobile device to use the app.
Yes! DonorDock is designed to make transferring your data simple and reliable using our self-guided import tool.
DonorDock was voted "Easiest to Setup". We provide human help and onboarding, detailed instructions and support, and personal guidance through the upload process. Learn more
Yes! Sign up for a demo to get a 14-day trial of paid features.
If you're ready, get started here by signing up for a demo.
Yes! We offer debit card, credit card, and ACH options for you subscription payment.
DonorDock runs in modern desktop and mobile browsers including Microsoft Edge, Firefox, Chrome, Safari, Opera, and more. DonorDock also works with modern mobile web browsers as a mobile friendly app.
You can still import it and we can give expert advice on how to clean up your data before importing for a fresh start. Also, DonorDock identifies duplicate contacts, mismatched fields, and formatting errors so you can clean the data as you upload it.
DonorDock is a fundraising and donor management platform built for lean fundraising teams who wear all the hats. It gives you CRM, online giving pages, outreach tools, automation, and project management in one place so you can manage fundraising without juggling multiple systems.
Training videos, walkthroughs, and webinars are available in the Help Center and our Academy.
Yes! When you sign up for DonorDock, you'll get access to a variety of real human resources, written guides, and videos, as well as live support.
We know you'll have a better experience and get more value from DonorDock when you're supported during the set-up process. DonorDock is designed to be intuitive and easy to use, and our customer success team will help guide you through the onboarding process.
Depending on the plan you choose, we offer both a white glove migration and an assisted migration option. Once you have your data out of your old system, we can either map and import the data for you with our white glove option, or hop on a zoom call to walk you through the mapping and importing process together.
Watch a video of the import process.
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 you Smart Nudges to your ActionBoard for timely moments like gift-aversary, spike-up gift, birthday, first-time donor, and many more.
Yes! You can build workflows using automated tasks, donor journeys, and email tools to guide donors from first gift to long-term engagement.
Yes! You can create and track pledges, record payments toward them, and monitor pledge fulfillment. We even have a moves management pipeline view called the Askboard for managing your asks.
Yes! DonorDock identifies duplicates and helps you merge records to maintain a clean database.
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. You can track engagement, recency, frequency, retention, and giving patterns over time. DonorDock comes with over 30 pre-built reports for you to start using right away and you can build unlimited custom reports.
Yes! You can build lists using filters like giving history, frequency, dates, interests, tags, and custom fields. Then use those lists or tags to build automations and send targeted emails or text messages.
Yes! Integrations allow donor information, payments, and contact records to stay consistent across systems. With the most common integrations built in for syncing with Quickbooks, OneCause, GoFundMePro, and over 5,000+ app available through Zapier, you can sync to your other tools.
Yes! You can connect individual donor profiles to households, companies, link relationships, and track giving at both the household and individual levels.
Yes! You can log every touchpoint, including calls, emails, notes, meetings, and volunteer activity, directly on the donor record. Then, Otto intelligence can help nudge you with the right next steps at the right time based on that data.
Yes! Recurring donations from your giving pages are automatically tracked and tied to the donor’s profile as well as designated funds, appeals, and campaigns.
Yes! You can assign soft credits to the appropriate contact so recognition reflects true donor involvement.
Yes! You can record volunteer hours, notes, or interactions just like donor engagement to keep the full relationship in view.
Yes! You can create restricted accounts for volunteers or board members so they only see what’s necessary.
Yes! We offer event tracking such as ticket purchases. We also have native integrations to systems like GoFundMePro and OneCause to make sure our customers can get the best of breed for event management and the best of breed for CRM.
Read more about basic event tracking in DonorDock.
Yes! We have tracking for volunteer hours and dates of service, built right into DonorDock. If you need a more robust software that includes scheduling, we have a direct integration with Point, a robust volunteer management system.
You can see our additional Integrations here.
Yes. You can sync donations, batches, and account mapping to QuickBooks Online to simplify bookkeeping.
Yes! You can add tags for interests, campaigns, events, or any grouping your organization uses. Marketing Lists in DonorDock are dynamic, as well as reports.
Yes! DonorDock’s CRM has project management features built in and connects your gifts, campaigns, and contacts directly to projects, tasks, reminders, and activity timelines so donor work stays organized.
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.
You can connect your tasks to donors, set reminders, and tie actions to follow-up workflows so nothing falls through the cracks. Those tasks are then added as activities on that donor record.
Otto is DonorDock’s built-in AI assistant trained on fundraising best practices and thousands of hours of nonprofit stewardship expertise. It identifies opportunities, suggests actions, and helps fundraisers stay focused on what matters most. Otto highlights important donors, flags lapsed givers, recommends follow-up actions, helps with messaging, and generates tasks or reminders based on donor behavior.
DonorDock focuses on simplicity and easy of use. With unlimited contacts, built-in project management, integrated online giving pages, and automated tasks that help small teams stay organized and have one place to do their fundraising.
Yes! DonorDock is built not just for donations but for earned income models too. Whether you’re charging membership fees, running paid programs, selling merchandise, or offering subscription services, DonorDock handles the payments, tracks your contacts and their history, automates your communications, and integrates with your bookkeeping and other tools.
DonorDock ships with over 30 pre-built reports for you to use including LYBNY, End of Year Statements, and more. You can create unlimited custom reports and save them as well. You get dashboards for giving totals, new donors, retained donors, lapsed donors, average gift size, and campaign performance to name a few.
DonorDock offers task automations, email sequences, donor journey workflows, follow-up reminders, recurring gift triggers, and automatic logging of donor activity. These help small teams run consistent stewardship without manual effort. Automations are System wide, meaning you can update fields and add or remove tags alongside the other actions.
You can store contact information, giving history, interactions, notes, tags, custom fields, relationships, attached documents, and communication activity all in one record.
You get dashboards for total giving, new donors, lapsed donors, retention, recurring giving, campaign totals, and donor trends.
Reports update in real time and you can view retained, lapsed, and newly acquired donors and monitor how patterns change over time. There are over 30 pre-built reports to jumpstart your work, and you can create unlimited customer reports.
It stores your donor and contact information, tracks gifts, tickets, grants, funds, appeals, campaigns, and interactions, organizes tasks, and helps you manage relationships in one place. It’s built for small teams that need a simple, unified donor database.
It’s designed for nonprofits with small or lean fundraising teams that need an easy way to track donors, gifts, and communication without managing multiple tools.
Yes! For organizations seeking a way to send emails to their contacts, DonorDock is a perfect replacement. You can create, send, and schedule bulk emails to marketing lists in DonorDock (as well as 1-to-1 emails to individuals). With automations, you are able to create drip campaigns that send to different segments of your donor base.
Learn more about all of DonorDock's email marketing features.
Yes!. Using workflows, you can set up multi-step outreach such as welcome journeys, nurture sequences, or stewardship campaigns. Add in tasks for personal follow up, add or remove tags, and more all in the same sequence.
Yes! You can insert donor names, gift details, custom fields, and personalized content using merge tags. This allows you to personalize each email in bulk, something a separate email system can't do outside your CRM.
Yes! You can send individual emails, newsletters, appeals, and stewardship messages directly from DonorDock without using a separate email platform. DonorDock has an easy-to-use drag-n-drop email builder and automations build-in so you can send bulk emails and create drip campaigns. Merge tags allow you to utlize all of the contact information in your CRM to personalize each email in bulk.
Yes! DonorDock has email built-in with everything you'd get from a Mailchimp or Constant Contact. With marketing lists you can segment who you want bulk emails to send to, schedule emails in advance, and track analytics all from inside DonorDock. The added benefit of staying in your CRM too is the ability to personalize with every details you have on your contacts, like lifetime giving amount, last donation, and so much more.
Yes! Emails can be triggered by new donations, first-time gifts, recurring gifts, or specific tags and events.
Yes. Otto can help draft donor messages, email copy, thank-you notes, and stewardship communication that you can customize to be unique to your organization and mission. This saves you time, and helps personalize each message you send.
Yes! DonorDock includes templates for appeals, donor updates, thank-yous, newsletters, and event communications. With Donor Journey, you can also use Otto to help draft emails specific to your organization and personalized for each journey.
Yes. You can sync via Zapier, though many nonprofits choose DonorDock’s built-in email tools instead to add more capability 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.
Every plan comes with a set amount of monthly emails. If you need more emails per month you can purchase additional emails in-app whenever you need them.
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 compatible with any website. They can be embedded as "in page" forms any website.
Linking DonorDock giving pages to your website does not require special technical skills, and during your onboarding, we'll share resources and help to link Online Giving to your website easily.
Short answer, no!
We are committed to keeping DonorDock free for your nonprofit. DonorDock does not charge a platform fee for gifts received through Online Giving Pages. To be able to keep Giving Pages free of charge, we utilize Donor Funded Fees.️
Online Gifts are processed securely via PayPal or Stripe, and their normal credit card fees apply - (typically 2.2% + .30 cents for nonprofits)
Yes! Online donors receive an automatic tax receipt and thank-you message, and you can set up additional automated follow-up emails.
Yes. DonorDock has direct integrations to top fundraising platforms like GoFundMePro and OneCause. You can use Zapier or file imports to sync donations or contact data from most 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 has built-in connection with Stripe and PayPal to process online gifts. When you receive a gift through DonorDock, that donation will be reflected in your Stripe or PayPal account. It will also be tracked automatically in DonorDock.
During your onboarding, we can walk you through importing past gifts from Stripe or PayPal to ensure they're in your new system and ready to go.
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 tools.
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.
Boards can be shared across the team, but permissions control what users can do inside each workspace.
For many nonprofits, yes. DonorDock provides Project boards, Ask boards, Action boards, tasks, reminders, automations, and calendars tightly connected to the CRM, giving you a unified system for donor work and internal fundraising projects.
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 application deadlines, report submissions, and documentation requirements. You can set up grant funds for easy reporting and management as well.
Yes! You can create a board for each campaign and manage outreach, milestones, deadlines, and reporting tasks in one place.
Yes! You can organize event tasks, sponsorship follow-up, logistics, and communication inside project boards. You can assign tasks to yourself and team to roll up into each person's ActionBoard.
Yes! Columns can represent stages like identification, qualification, cultivation, solicitation, and stewardship.
Yes. You can automate reminders for stewardship, campaign steps, and engagement milestones based on different triggers with full flexibility for customization.
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, patterns, recency, notes, and gift activity to surface the next most important action so you always know where to focus. Our belief is AI should be a muliplyer of human connections, not a replacement.
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.
