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Yes. You can automate reminders for stewardship, campaign steps, and engagement milestones based on different triggers with full flexibility for customization.

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.

Boards can be shared across the team, but permissions control what users can do inside each workspace.

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.

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.

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.

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.

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.

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.

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.

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