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Getting Started

Getting Started with DonorDesk

Everything you need to go from zero to your first donor report.

Getting Started Overview

Your complete first-time guide to DonorDesk.

What is DonorDesk?

What DonorDesk is, who it's for, and how it helps.

Key Concepts and Terminology

Understand logframes, indicators, evidence, and more.

Understanding Projects

What a project is and how to structure one.

Understanding Logframes

Goal, outcome, output, activity — the hierarchy explained.

Understanding Indicators

What indicators are and how to define them.

Understanding Activities

Field updates that document what your team did.

Understanding Evidence

Evidence types, verification, and what counts.

Understanding Reporting Periods

How to structure your reporting over time.

Understanding Compliance Checklist

How the live checklist keeps you on track.

Understanding Report Sections

How DonorDesk structures a donor report.

Understanding Report Statuses

DRAFT, IN REVIEW, APPROVED, SUBMITTED — what they mean.

Understanding Report Readiness

The readiness score and what it measures.

Understanding the Reporting Workflow

The end-to-end reporting cycle from planning to submission.

Understanding Audit Logs

What gets tracked and why it matters.

Donor Templates

What a donor template is and why it matters.

Evidence Verification

How verification states work.

Logframe Hierarchy

Goal → Outcome → Output → Activity explained.

Storage and File Management

Local storage, Google Drive, and R2.

AI in DonorDesk

How AI assists report drafting in DonorDesk.

Data Security

How DonorDesk protects your data.

User Roles and Permissions

Owner, Admin, Manager, Member, Viewer roles.

DonorDesk Pricing Plans

Starter, Team, Growth, Enterprise — what's included.