Donation Tasks

Easily maintain donor relationships, track interactions, and save a bundle on sticky notes.

⚡️
Experience the Power of the People

Corresponding donation page, SMS text message, and MMS message shown on one image.

A cellphone is shown on top of a blurry picture of a table outdoors. The phone shows a group of graduates throwing their caps in the air, a photo of a smiling woman, and a text saying "Karen, Scott's Tots here! We're halfway to meeting our fundraising goal of $10,000 to provide college tuition to deserving kids. Log in and share your page."

The top half of a cellphone laid over a blurry image of people watching a presentation. There's a text on the phone that says "Hi Kelly! We've reached 75% of our fundraising goal tonight. Donate here: link" and above the phone is a donation progress bar showing $15,000 raised of $20,000 goal.

A text laid on top of an overhead view of a hurricane. The text says "Hurricane Jan has ravaged Mifflintown and families desperately need supplies. Support relief efforts to provide supplies and food."

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.



Create Automated Task flyout within the Tasks section of Funraise.

To-Do Lists

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



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.



My Portfolio list in Funraise's Supporters section.

Interaction Tracking

Log your interactions 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.



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.



Tasks section in Funraise with a list of filters on the left side.



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.