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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.

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. 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. 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. 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. 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.

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.

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. 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. 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.