We use cookies to make your experience better. Learn more about how and why.

Set projects, track progress, and stay aligned.

Project Management

Map out timelines, assign owners, and monitor progress at every stage.
Whether you’re managing grant cycles, campaigns, or events, it’s the simplest way to keep everyone on track and nothing slipping through the cracks.

Project Management Inside Your Nonprofit CRM

DonorDock unifies project planning and donor work so you don’t need separate systems to organize initiatives. From events and appeal prep to grant timelines and stewardship pushes, your entire team can coordinate tasks, track progress, and see context tied to campaigns and donors—all inside the same platform you use to manage relationships.

How It Works: Boards, Tasks, Actions

  • Custom Project Boards: Create workflows with lanes like To Do, In Progress, and Completed that reflect how your team works.  
  • Task Assignment: Assign responsibilities to teammates; tasks auto-appear on their ActionBoard so nothing is overlooked.  
  • Campaign Context: Link tasks directly to campaigns or appeals so everyone understands priorities and outcomes.  
  • Ask Boards: Track revenue pipelines like major gifts, grants, sponsorships, and memberships with weighted forecasting.  

This structure helps teams plan, delegate, and execute without losing donor or campaign context.

Visual Workflow Management

In DonorDock, project management isn’t hidden behind another tab. You get visual boards that represent real fundraising work. Set up custom lanes that make sense for your organization, whether you’re preparing year-end campaigns, managing event logistics, or stewarding key donor relationships. That visibility helps your team prioritize what moves fundraising forward.

Built-In Intelligence That Surfaces Opportunities

DonorDock’s fundraising assistant, Otto, analyzes your data to recommend daily actions that strengthen relationships and increase giving. Otto suggests meaningful next steps like reconnecting with lapsed donors, congratulating first-time givers, and following up on pledges. These intelligent prompts help nonprofits at all sizes build consistent stewardship workflows that generate results.

Built for Collaboration and Accountability

Fundraising work is rarely solo. DonorDock’s project tools tie tasks to individual Action Boards, creating accountability and shared clarity across your team. Instead of siloed task lists, everyone sees work in context with campaigns, appeals, and donor relationships so the team is aligned around outcomes instead of isolated actions.

Plan Smarter and Focus on What Matters

DonorDock brings context into project planning so teams can see across initiatives like board meetings, grant deadlines, event prep, and stewardship goals—all in one place. By tying projects, tasks, campaigns, and donor activity together, you streamline workflows without adding complexity.

User ratingUser ratingUser ratingUser ratingUser rating
Trusted by 7,200+ users

You'll believe it when you see it.

Schedule a demo and see why 7,200+ people trust DonorDock for their CRM.
Integration iconIntegration iconIntegration iconIntegration iconIntegration iconIntegration iconIntegration iconIntegration icon

Get more value from your tools

Connect your tools, connect your teams. With over 100 apps already available in our directory, your team’s favorite tools are just a click away.

Start building meaningful donor relationships today.

Your fundraising in one place.