About this template

Non-Profit Finance Management CRM Template tracks budgets, approvals, and profitability by project or client. Audit-ready dashboards and variance alerts keep finances on course.

What’s included

Boards

Accounts Board - The Accounts board helps finance managers in non-profits keep track of all the organizations they interact with. This board includes essential details such as the name of the account, domain, key contacts, ongoing deals, industry, number of employees, headquarters location, and a detailed company profile. By centralizing this information, finance managers can efficiently monitor and manage relationships, ensuring they have all the necessary data to make informed financial decisions and maintain strong partnerships with various stakeholders.
Leads Board - The Leads board is designed to streamline the process of managing potential donors and partners. It includes columns for the lead's name, status, company, title, email, phone, and the date of the last interaction. By providing a clear view of each lead's status and contact information, finance managers can prioritize outreach efforts, track engagement, and ensure timely follow-ups, thereby increasing the likelihood of converting leads into long-term supporters.
Contacts Board - The Contacts board consolidates all the contact information for individuals associated with various accounts and deals. This board includes fields for name, email, phone, title, type, priority, and comments. It also links to related accounts and deals, providing a comprehensive view of each contact's interactions with the organization. This helps finance managers maintain up-to-date and accurate records, facilitating effective communication and relationship management with donors, sponsors, and partners.
Deals Board - The Deals board is crucial for tracking the progress of fundraising efforts and sponsorship deals. It includes columns for deal name, stage, owner, value, expected close date, close probability, forecast value, and last interaction. By capturing all relevant deal information in one place, finance managers can monitor the pipeline, forecast revenue, and allocate resources effectively. This board ensures that the team stays on top of funding opportunities and can proactively address any potential issues that may arise during negotiations.

Dashboards & Reports

Annual Target - Helps finance managers in non-profits efficiently track progress towards yearly fundraising goals. This dashboard provides a clear view of how close the organization is to achieving its annual financial targets, enabling better planning and decision-making.
Monthly Target - Allows finance managers to monitor monthly fundraising efforts against set targets, making it easier to identify shortfalls or surpluses in funding and take timely corrective actions.
Average Deal Value - Provides insights into the average donation size or grant amount, helping finance managers understand the typical funding size and adjust strategies to target larger or more frequent donations.
Active deals - Forecasted Revenue - Shows the potential revenue from active fundraising campaigns, allowing finance managers to forecast future cash flows and allocate resources more effectively.
Deal Status Distribution - Displays the current status of all fundraising deals, helping finance managers identify bottlenecks in the fundraising pipeline and streamline processes to improve deal closure rates.
Actual Revenue by Month (Deals won) - Tracks the actual revenue received each month from successful fundraising efforts, providing a clear picture of cash flow and financial health over time.
Pipeline Conversion - Measures the conversion rate of leads to successful donations, offering insights into the effectiveness of the fundraising process and helping finance managers develop more efficient strategies.
Activity Tracker - Monitors fundraising activities and interactions, ensuring that all efforts are accounted for and providing a comprehensive view of engagement with potential donors.
Forecasted Revenue by Month - Projects future revenue on a monthly basis based on active deals, helping finance managers plan for upcoming financial needs and manage budgets more accurately.
Forecasted Revenue by Stage - Breaks down forecasted revenue by the stage of the fundraising process, allowing finance managers to identify which stages are most lucrative and focus efforts accordingly.
Deals Stages by Rep - Tracks the performance of individual fundraisers in moving deals through the pipeline, providing insights into staff effectiveness and areas for improvement.
Deal Progress based on Month Added - Analyzes the progress of deals based on their start date, helping finance managers understand the typical timeline for securing funds and optimize the fundraising process.

Automations

When new email arrives → Notify item subscribers with a message - Ensures finance managers are immediately aware of new communications from donors or grant-making bodies, enabling timely follow-up and improved relationship management.
When an email is opened → Notify item subscribers with a message - Alerts finance managers when a potential donor or grantor has opened an email, providing an opportunity to engage further and increase the chances of securing funding.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new donors or grantors to the CRM, ensuring that all contacts are organized and accessible for future fundraising activities.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, allowing finance managers to quickly identify and prioritize fresh fundraising opportunities.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions with donors or grantors, ensuring that follow-ups are timely and no potential funding opportunities are overlooked.

Frequently asked questions

How can this CRM template help me track donations and donor information for our non-profit?

This template allows you to easily record and track donor contributions, manage contact information, and categorize donations by campaign, ensuring comprehensive donor management.

What features does this CRM template offer for non-profit budget management?

The template includes customizable budget tracking boards, expense monitoring columns, and automated alerts to help you stay on top of your non-profit's financial health and allocation of funds.

Can this template assist with grant management and reporting for non-profits?

Yes, it provides dedicated boards for grant application tracking, fund allocation, and compliance reporting, making it easier to manage the entire grant lifecycle and meet reporting requirements.

How does this CRM template help in ensuring financial compliance for non-profits?

The template includes compliance tracking features, audit logs, and automated reminders for reporting deadlines, ensuring your non-profit adheres to financial regulations and standards.

What tools are included in this CRM template for donor engagement and retention?

This template offers tools for tracking donor interactions, scheduling follow-ups, and segmenting donors for targeted communication, helping you build and maintain strong donor relationships.

How can this CRM template assist with financial planning and forecasting for non-profits?

The template provides boards for financial projections, scenario analysis, and customizable reports, enabling you to make informed decisions and plan for the future effectively.

Can this CRM template integrate with our existing accounting software?

Yes, this CRM template can be integrated with popular accounting software, allowing seamless data synchronization and reducing manual data entry, improving overall efficiency.

Related templates

Wholesale Operations Management CRM Template

By Monday CRM

Wholesale Finance Management CRM Template

By Monday CRM

Waste Management CRM Template for for Account Executives

By Monday CRM