FeaturesTemplatesPricingAboutBlogContactLoginGet Started ↗
Sales, marketing, and fundraisingStandard plan and above

Donor & Grant Tracker template

Fundraising pipeline from prospect to collected: amounts, donor types, contact details, application deadlines, and smart alerts.

Use this templateCheck the Standard plan
Starter tasks
8
Grouped into 4 groups
Milestones
1
Rendered as diamonds on the timeline
Views
4
Installed and ready on first open
Custom columns
4
Beyond the built-in task fields

What this template gives you

Never miss a deadline or a dollar. Donors and grants move through Prospects, Asked, Pledged, and Collected, each carrying an amount, donor type (Individual, Foundation, Corporate, Grant), contact email, and application portal link. Ask deadlines sit on the calendar, overdue asks alert the owner automatically, and anything marked complete files itself into Collected. The dashboard shows pipeline totals at a glance. Built for universities, foundations, and nonprofits.

Workstreams

  • Prospect to Collected pipeline
  • Grant deadlines
  • Donor contact details

Groups it creates

Tasks arrive already sorted into Prospects, Asked, Pledged, and Collected.

Exports

Anything in this template exports to Excel, PNG, PDF.

How it looks

The board view, with a column for each of the 4 groups the template creates.

Custom columns installed
  • AmountCurrency
  • Donor typeDropdown · 4 options
  • Contact emailEmail
  • Application portalLink
Views installed
  • Donor board
    Kanban board grouped by status
  • Pipeline
    Spreadsheet-style task register with custom columns
  • Deadlines
    Tasks and milestones on a monthly calendar
  • Dashboard
    Customisable widget dashboard: KPIs, charts, risks, workload
Automations switched on
  • When a task becomes overdue, notify the project owner
  • When a task is marked complete, move it to a group

More sales, marketing, and fundraising templates

CRM-Lite

Lightweight sales pipeline with company, contact, deal value, and source columns, plus a lead-capture form that feeds the board.

Marketing Campaign Plan

Campaign workflow from brief to launch: approval status, channels, asset links, budgets, and launch dependencies.

Start with Donor & Grant Tracker

Create a project, pick this template, and the tasks, columns, and views are already in place. Available on Standard and above.

Create a free accountBrowse all templates