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DonateStock

A smart crowdfunding platform from
Canada for stock donation.

Client Overview

DonateStock is a Canadian crowdfunding platform for donating
stocks. It helps nonprofits access new funding by enabling
everyday investors to donate stock in minutes. The company's
mission is to transform charitable giving by making stock
donations fast, easy and secure for everyone.

Services

Discovery
Business analysis
Competitive analysis
UI/UX Design
User Testing

The challenge

From a non-adaptive and non-functional platform to a high-quality
working product

Our partner's platform was initially not adaptive. The platform pages didn't fit the screen
sizes. The site was not thoroughly thought out and clickable. The main desire of our
partner was for the platform to be functional, as well as to preserve the style and color
scheme of the product.

The main challenge for our team was to explore the logic of the platform step by step.
We also had to study the concept of the chosen colors by our partner for the design.

The strategy

Based on the concept of the application and
its design, we prepared a roadmap to start
the development in an agile manner:

Discovery
  • Business & user goals
  • Stakeholder & user interviews
  • Market research
  • Personas
  • CJM
UX Design
  • Information architecture
  • Wireframes
UI Design
  • Design system
  • UI Design
User Testing
  • Clickable design
  • Testing on users

The Target audience

The main personas of the DonateStock are:
Donor
A person who makes donations to a particular organization.
Nonprofit organizations
Charitable organizations that accept donations.

User-flow

Wireframes

Design System

For the DonateStock platform, we developed a design system based on an existing one. Our team has significantly improved the design system by filling it with new elements (icons, headings, dropdowns, inputs, graphics, buttons, etc.)

UI Design

When developing the UI design, we took the existing design and the wishes of the partner as a basis. As a result, we chose fairly neutral colors for the main part of the platform and a few bright colors for accents. We also added and visually designed the site’s blog.

For Donors website page

There is a small onboarding on the page for donors, which tells how the platform works step by step. A donor can start searching for a non-profit organization from this page and start donating. Donors can start donating only after registering and choosing an organization to donate to.

For Nonprofit organizations website page

On the page for nonprofit organizations, there is a small onboarding on how to get started with the platform. There is also a description and details of the benefits of working with DonateStock and the capabilities of the platform. From this page, organizations start working with the platform.

Donor Dashboard

After registration and familiarization with all the terms of service, the donor can start donating. To begin with, the donor views the donation process overview. The donor then chooses a brokerage. The donors then fill in the donation details where they enter the name of stocks, part of shares to donate, the price paid per share, purchase date and other details. The last step is to confirm the donation.

On the dashboard, the donor can view the total amount of his donations, the number of donations in the current month, the number of organizations to which donations were made. Also, the donor can add and view organizations in favorites. The donor has the opportunity to view the list of stocks sent for donation.

Nonprofit organization dashboard

In order for an organization to start its activities, it should first register on the platform. After registering, the organization should fill in information about itself (brokerage information, payment information, terms of service, organization contacts). Further, the organization can receive notifications about the arrival of new donations from donors and view the donations details.

On the dashboard, a nonprofit organization can view the total lifetime value, average donation value, amount of donors. We presented all the information in separate icons, as well as in user-friendly lists.

Results

As a result, we made the DonateStock platform adaptive and functional. We
added many new blocks to the website. Our team transformed the platform
by filling it with new features. Namely, we added a search for a convenient
search for organizations for donors. We structured the organizations' section
and made smart lists' filters for donors.

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