Donation Tasks

Donation Tasks

Automation's just the tip of the donor management iceberg. Easily maintain donor relationships, track interactions, and save a bundle on sticky notes.

Donation Tasks
Manage donor tasks, all at once

Easily conduct a task symphony.

Set rules, create and move tasks, monitor response times, and pull reports, all with a few clicks within one super-robust, super-smart automated nonprofit task tool.

Manage donor tasks, all at once
to-do lists

Your own task list.

Your fundraising to-do list is simple to use and automatically generated.

to-do lists
Auto donor assignments

Match your supporters and staff.

Using rules that reflect your priorities, like amount or frequency of donations, automatically assign donors to yourself or a team member.

Auto donor assignments
Interaction tracking

Log your interaction with your donors.

A completed task can appear as an interaction on the donor's profile to keep track of each step in the relationship.

Interaction tracking
Team Task Reports

Pull personalized reports and view your entire task landscape.

Manage your team's tasks for deep, engaged donor interactions. See your entire fundraising team's tasks from filterable reports.

Team Task Reports

No more sticky notes.

Automated Task Rules

Control who gets assigned to which donor, when a task should be done, and other donation automations.

Donor Follow-up

Organize individual supporter engagement and track follow-up from one easy-to-use automated task tool.

Task —> Interaction

See completed tasks appear as an interaction on your donors' profiles and keep track of each step in your donor relationships.

Track Response Time

Easily view response times across your team so you can pinpoint ways to improve donor satisfaction, building trust and strengthening relationships with your supporter base.

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