Donation Tasks

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

My Tasks section of Funraise
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.
My Tasks section of Funraise
To-Do Lists

Your own task list.

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

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Heading
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Thank you! Your submission has been received!
Error
  • Please complete all fields.
  • Use your work email address that's connected to your organization.
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 and Interaction Details in Funraise.
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.

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