Rich Text components

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.

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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.

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.

Yes! You can assign tasks to anyone on your team and track progress, due dates, and completion.

Yes. You can drag tasks between columns to track progress visually and customize columns for your own workflow, similar to Trello or Asana.

Yes! Columns can represent stages like identification, qualification, cultivation, solicitation, and stewardship.

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.

Yes. You can create a board for each campaign and manage outreach, milestones, deadlines, and reporting tasks all in one place.

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 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 Action Board.