Example AskBoard Layouts

AskBoards in DonorDock are flexible by design and can be configured to support a wide range of fundraising strategies. While the default Ask Stages work well for general moves management, many organizations opt to create additional boards to reflect specific pipelines such as planned giving, grants, memberships, or corporate sponsorships. Each board can be customized to use stages and probabilities that align with how those fundraising efforts actually progress.

The examples below show AskBoards with custom stages configured for common fundraising scenarios. Use these as inspiration when creating or refining your own boards to ensure your Ask Stages reflect real-world donor journeys and support consistent moves management across your team.

Default Moves Management AskBoard

Stages: Identify (20%), Qualify (30%), Cultivate (50%), Solicit (70%), Close (100%)

This board represents a classic moves-management pipeline, guiding donors from early identification through completion of the solicitation. It is well-suited for major gifts and general relationship-based fundraising.

Planned Giving AskBoard

Stages: Legacy Prospect (10%), Introduced to Legacy Giving (20%), Committed (70%), Legacy Gift Recorded (100%), and Not Pursuing (0%)

This board tracks long-term planned giving relationships, from early legacy prospects to recorded legacy commitments. It acknowledges that planned gifts often progress slowly and may pause or end without completion. This type of board can be helpful for bequests, beneficiary designations, and other legacy conversations that unfold over years rather than months.

Grants AskBoard

Stages: Yet to Apply (20%), Applied (50%), Awarded (100%), Declined (0%)

This board style reflects the grant lifecycle, from research and readiness through submission and final decision. The lanes separate grants in progress from those that have been awarded or declined. This type of board may be useful when tracking foundation, corporate, or government grant opportunities with defined application cycles.

Membership Invitation AskBoard

Stages: Prospect (10%), Invited to Join (30%), Likely to Join (70%), Active Member (100%), and Opted Out (0%)

This board style tracks membership outreach and enrollment, from initial prospects through active membership or opt-out.

Corporate Sponsorship AskBoard

Stages: Research (0%), Qualify (20%), Connect (40%), Ask (60%), and Committed (90%)

This board style maps the relationship-building steps required for corporate sponsorships, emphasizing research and connection before solicitation. Use this type of board for sponsorships tied to events, programs, or partnerships where multiple conversations often precede a formal Ask.