Ask Boards turn your moves management process into a visual pipeline. Create stages like Identification, Qualification, Cultivation, Solicitation, and Stewardship. Each prospect gets a card showing their estimated gift amount, next action, and assigned team member. Drag cards between stages as relationships progress.
While Ask Boards are ideal for major gift pipelines, they work for any revenue pipeline — grant applications, sponsorship requests, planned giving prospects, capital campaign pledges, and corporate partnerships. One tool, unlimited pipeline types.
Each Ask Board card can include an estimated amount and a probability rating. DonorDock calculates weighted revenue projections based on where prospects sit in your pipeline, giving development directors and board members clear forecasting data for budgeting and planning.
Assign prospects to specific team members and set action items with due dates. Otto surfaces upcoming follow-ups in each person's ActionBoard, ensuring no prospect falls through the cracks. Managers can see pipeline-wide progress at a glance.
What are Ask Boards?
Ask Boards are visual pipeline boards (similar to Kanban boards) in DonorDock that let you manage revenue-generating opportunities. Each card represents a prospect or ask, and you move cards through customizable stages.
Can I customize pipeline stages?
Yes. Create any stages that match your organization's cultivation process. Common setups include Identified, Qualified, Cultivating, Ready to Ask, Asked, and Stewarding.
Is moves management only for large nonprofits?
No. Any organization building relationships toward major gifts, grants, or sponsorships can benefit from a structured pipeline. DonorDock makes it accessible and visual, even for small teams.
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