CRM for nonprofit fundraising

Prospects, asks, pledges, gifts. A pipeline for development officers.

Fundraising is a sales process that refuses to call itself one. You identify a prospect, cultivate the relationship, make an ask or submit a grant proposal, receive a pledge, and then the gift. Proposals sit with foundations for a long time; the rule below makes sure they do not sit forever.

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What the copilot builds for you

• Pipeline stages: Prospect → Cultivation → Ask or proposal → Pledged → Gift received → Declined
• Fields you track: Ask amount · Gift type (individual, foundation, corporate) · Program supported · Pledge date
• Follow-up rule: Proposal with no response after 30 days: create a follow-up task.
• Saved view: Open asks, by program.

Works with

• Moments and gifts (new): birthdays and life events on each contact, and a gift through your florist, Loop & Tie or Sendoso that you approve before it goes.

Say it in your own words

We raise money from donors and foundations. Identify a prospect, cultivate, make an ask or submit a grant proposal, receive a pledge, then the gift. Track ask amount, gift type, program, pledge date. Follow up on proposals after 30 days.

That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.

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