Donation Tasks

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

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 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 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.

Improve nonprofit fundraising activity

Peer-to-peer and traditional donation dashboards show you where to double down your fundraising efforts and when to tweak your tactics.

Target the right audience

Who gave when? Who hasn't given—yet? Identify gaps in donor support and take advantage of opportunities to ask.

Time your donation asks

Did you know that people give more after eating meals? It's true. Learn the best time to approach your audience with a donation ask.

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.

Fundraising Intelligence

Nonprofit Fundraising Dashboards & Reports

Reveal intelligent insights into nonprofit sustainability and growth. Make smart fundraising decisions with smart fundraising data.
AI Fundraising Intelligence

Experience a new era in fundraising reporting. Today's data reveals both past and future.

AI  Forecasting
Forecast donation revenue and new donor activity using AI models powered by your past performance.
AI Explanations
Understand the logic supporting your data and unearth new strategies with AI data explanations.
Data Alerts
Receive automatic email or Slack alerts for revenue thresholds and performance anomaly detections.
Report Templates
Stop building the same reports over and over! Save time and do more with ready-made reports built by fundraising experts.
New to Intelligence?

Welcome to Fundraising Intelligence

The most advanced configurable nonprofit data reports. The most valuable toolkit for data-driven strategies. The intelligent fundraising platform you need.
    Nonprofit Data Dashboards

    Visualize donor and donation trends at a glance

    Identify success stories and pain points with configurable charts, graphs, and diagrams. Discover how to maximize what's working and minimize fundraising flops in realtime.
      AI Trend Forecasting

      Predict the future with forecasts powered by AI

      Forecast donation revenue and donor activity with AI models informed by past performance.
        Nonprofit Report Library

        Access templates of the most common nonprofit reports

        Stop building and re-building the same reports. Step up your reporting game with time-saving report templates built by fundraising experts.
          Custom Nonprofit Reports

          Reporting without limits

          Build completely custom fundraising reports and dashboards with cross-object reporting, formula libraries, conditional formatting, and more.
            AI Explanations

            Let AI explain key points in your fundraising

            What's The Why underneath your data? Uncover unexpected patterns contributing to growth or decline in your fundraising performance.
              Nonprofit Reporting Features

              AI that delivers everything from pre-built fundraising reports to donation trend forecasting

              Scheduled reports
              Send pre-scheduled PDF reports to your board via email or set up automatic reporting for your team.
              AI explanations
              Forecast donation revenue and new donor activity with AI models powered by your past performance.
              Custom formulas
              Build custom formulas to support highly specific and strategic reports without having to export any data.
              Conditional formatting
              Increase legibility of reports and highlight important details with custom conditional formatting.
              Manage permissions
              Keep data secure by controlling access to and editing permissions for each report.
              Cross-object reporting
              Create complex cross-object reports that balance donors, donations, fundraising pages, registrations, and more.
              Export to CSV & PDF
              Turn any dashboard into a beautifully-formatted, exportable donation report PDF to share with your team or use in presentations.
              Robust report library
              Save time and step up your reporting game by using ready-made reports built by fundraising experts.
              Get a demo

              See Fundraising Intelligence in action—live.

              Peek into amazing insights and endless opportunities with powerful Fundraising Intelligence.