Description
Donors, gifts, grants, programs and volunteers in one calm Notion workspace for small nonprofits, community groups and charities.
What’s inside
- Dashboard with three live charts: donations by month, grant pipeline by stage, volunteer hours by program
- Donations: one row per gift with amount, date, method, campaign and program. Restricted or unrestricted fund, recurring flag, Receipt status (To send or Sent) and thank-you tracking.
- Campaigns & Appeals: goal, dates and channels. Raised, number of gifts, event income, % to goal, still to raise and days left fill in from Donations and Events.
- Grants: a pipeline from Researching to Writing, Submitted, Awarded, Reporting and Closed, with deadline, decision date, report due, grant period and weighted value.
- Programs: annual budget, target and people served, outcomes. Grant funding, restricted funds, total funding, funding gap, reach, cost per person and volunteer hours are calculated for you.
- Volunteers: skills, availability, background check status and emergency contact. Hours given, shifts booked, last shift and a Recognition level (Bronze, Silver, Gold).
- Volunteer Shifts: date, role, volunteer, program and event. Only completed shifts count toward hours.
- Events: fundraisers, galas, community days and info sessions with budget, costs, income, guests and attendees. Net raised, budget check and turnout.
- Board & Meetings: board, committee, staff and AGM meetings with agenda, minutes, decisions, quorum and a decisions register.
- Tasks: action items linked to meetings, grants, campaigns or programs, with an Overdue flag.
What you get
- Instant download: a PDF with your template link (duplicate it into your Notion workspace in one click)
- Step-by-step Setup Guide inside the template (Start Here page) and as a PDF
Requirements
- A Notion account (the free plan works)
- Desktop, tablet or phone
This is an organising tool, not legal, tax or accounting advice. It tracks whether receipts were sent but does not issue official tax receipts.
Digital download: no physical item is shipped. Notion is a trademark of Notion Labs, Inc.; this is an independent template. Sample data is fictional.
New to Notion? Start free here (affiliate link: we may earn a commission at no extra cost to you).
