Donor & Grant Tracker template
A fundraising pipeline from prospect to collected: amounts, donor types, contact details, application deadlines and a board by stage.
Development officers and fundraising leads at nonprofits, universities and foundations.
- 4 views
- 9 fields
- 3 groups
- 9 sample tasks
- 1 milestone
- 5 dashboard widgets
- 5 workflow statuses
- 1 automation
Pipeline · Board view · opens first
What's included
Donors and grants move through Prospect, Asked, Pledged and Collected (or Declined), each with an amount, a donor type, a contact and an application portal. Groups are funding programs, so the board shows each program’s pipeline. Application deadlines sit on the calendar, overdue asks alert the owner, and the dashboard shows pipeline totals by stage against the fundraising target.
Views
- Pipeline (Board)
- Donors (Table)
- Deadlines (Calendar)
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Amountcustom
- Donor typecustom
- Contact emailcustom
- Application portalcustom
- Restrictioncustom
Groups
- Community program
- Youth program
- Unrestricted
Dashboard
- KPIs
- Tasks by status
- Group progress
- Overdue tasks
- Upcoming milestones
Automation
- Notify when a task becomes overdue
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Prospect
- Asked
- Pledged
- Collected
- Declined
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Donor & Grant Tracker
Use the Donor & Grant Tracker template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 4 views are ready. Available on Standard and above.