ActionBoard is like a virtual assistant giving you daily to-dos and suggestions to stay in touch with your donors.
Keep track of tasks by creating items for yourself or assigning them to others.
Daily 5 Suggestions: Receive automatic suggestions for contacts who might benefit from connecting with you.
Get reminders for donors' birthdays, anniversaries, or if they've lapsed.
What is the ActionBoard?
As a fundraising consultant working with hundreds of small nonprofits, DonorDock is a no-brainer for charities.
Patrick K
DoGoodBetter Consulting
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The "Action Board" is solving some of our problems of connecting with donors and knowing where to start with investors. It is helping us identify what challenges we face with donor retention .
Cambria L
Christian Adoption Services
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The simple interface and easy to customize badges make fine-tuning your data, mailing/e-mailing targets, and reporting SO SIMPLE. Creating professional email templates is also so straightforward and better looking than previous software we were using. It's just a dream to work with all around.
Kate M
San Leandro Education Foundation
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The team at DonorDock is very good at taking nonprofits input and is constantly working to improve the software and add new features. They are quick to respond to questions or issues!
Emily C
North Dakota Autism Center, Inc.
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Besides being quite easy to use, the technical support is absolutely amazing. It's prompt and truly helpful (both of which are important)!
Tania B
The Arts Partnership
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I love the simplicity of the product. It is intuitive and easy to navigate, but still able to give me all the data I need to analyze our donor base.
Anna L
CCRI Moorhead
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"Hands down the best donor management system out there."
Rest easy knowing your data is stored in U.S. based servers, accessible only to your organization, and backed up daily. SOC 2 Type 2 certification means a company has proven it can securely manage and protect its data and systems over time, following strict guidelines to ensure safety and privacy.
Campaign management
Track and manage campaigns, funds, and appeals to stay connected to your fundraising goals.
Campaigns
Manage and track campaigns
View visuals and reports of campaign performance
Funds
Accept gifts and grants for specific funds through separate giving pages or a drop-down menu
Automatically segment and track donations, so all your transactions are accounted for.
Appeals
Track where you’re generating gifts to see which appeals are most successful
Assign an appeal through giving pages, so your data is automatically tracked
Use visuals and reports to make informed decisions on future appeals
Easy importing and data migration
Quickly add many contacts, gifts, or activities all at once
Easily migrate your data from wherever it’s stored into DonorDock
Continue tracking recurring gifts
Merge contacts that are duplicated
Integrations let your data be immediately imported into DonorDock
Track your Moves Management Asks
Manage your asks and major donors with the AskBoard.
Track every stage of your asks with customizable lanes and weighted amounts.
View your entire team's asks or just your own.
Designed to help you stay organized, focused, and ready to reach your fundraising goals
Segment donors and gifts without the complexity of custom fields
Easily filter and sort contacts with unlimited badges
Quickly build the custom reports you need
Auto badge donors from any Giving Page
Get insight into your donations with gift tags
Fundraising reports at your fingertips
Easily filter, sort, search, segment, and export all your information to get the reports you need.
Discover insights and trends that help make effective fundraising decisions. Get a bird's eye view of your fundraising health, or segment and filter your data to view custom reports. Export and share your reports and keep your board or donors in the know.
Types of reports:
Prebuilt report library
Access to dozens of prebuilt reports to help you make informed decisions
Custom report builder
Create custom reports to fit the needs of your nonprofit
Fundraising dashboard
Access a visual dashboard to keep you up-to-date on your progress
Activity reports
Get reports based on the activities of your team and contacts – including volunteer, fundraising activity, emails, event attendance, grant submission, and more
Contact reports
Custom lists of donors sorted and segmented in the way you need
Membership reports
View a list of members, sort by membership level and more
Campaign reports
See the information you need to track campaign performance
Gift reports
Sort by date, amount, campaign, fund, location and more
Annual giving statements
Automatically generate annual giving statements that can be sent by email or letter
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