A CRM for nonprofit organizations tracking donors, volunteers, grant applications, and fundraising campaigns in Taskade.
What's Included
- Donor Database: Contact info, giving history, and engagement level
- Volunteer Roster: Availability, skills, and event assignments
- Grant Tracker: Application deadlines, status, and reporting requirements
- AI Agent: Identifies lapsed donors and drafts re-engagement messages
How To Use
- Clone this template and import your donor and volunteer lists
- Track grant deadlines in Calendar view
- Use the AI agent to flag donors due for outreach
- Automate thank-you emails with workflow triggers
- Share campaign dashboards with board members via workspace sharing
Explore nonprofit tools in the Community Gallery.