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DMS 7 capabilities connected Install the published app Copy the reviewed Nonprofit & NGO starting point into your workspace.

Nonprofit & NGO

At a glance Published facts and operating context. Who it’s for Every role starts from the same installed system. Application structure The public page preview uses the same structure as the production product pages. What’s inside 7 capabilities in the published starting point. Scale and support Start quickly without blocking the path to production operations. Operational assistance Use AI as an operating layer over the same records your team uses. How it works Install the app, then shape the workflow around how the business actually runs. Comparison Start from a working system instead of a blank canvas. Rollout A practical rollout path from first click to real team usage. Technical proof The catalog app is a source. Your install is a separate app copy. FAQ Common questions.
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Overview What’s inside How it works AI agents Explore apps
Features
Nonprofit & NGO
At a glance Who it’s for Application structure What’s inside Scale and support Operational assistance How it works Comparison Rollout Technical proof FAQ
DMS Open the live workspace Install the Donor Management System starting point.
Start free
v0 - Nonprofit & NGO

Donor Management System ready

Donor Management System coordinates donors, gifts, receipts, campaigns, pledges, and stewardship activity for fundraising teams. It helps NGOs grow donor relationships, manage donation compliance, and understand campaign performance across the donor lifecycle.

Start free See live preview
Live Preview
Donor Management System · Published starting point
ERP•AI
Overview ReceiptsFundsDonationsPledgesDonorsCampaignsInteractions
Nonprofit & NGODonor Management System
01
ReceiptsTax and acknowledgement receipt records tied to donations.
02
FundsRestricted and unrestricted funds for gift allocation.
03
DonationsReceived gifts, allocation, method, receipt, and acknowledgement status.
04
PledgesFuture giving commitments and installment schedules.
05
DonorsIndividual, corporate, and foundation donors with lifecycle and giving profile.
06
CampaignsFundraising campaigns, appeals, goals, and performance tracking.
07
InteractionsDonor touchpoints, meetings, calls, emails, and stewardship notes.
Install Donor Management System
Product snapshot

Donor Management System at a glance.

Connected tables
8Structured modules included
Configured fields
130Column metadata reviewed
Seeded tables
8Tables with sample records
Built for

The teams that need this app.

Every role starts from the same installed system.

  • Nonprofit Program Operations teams

    Run daily nonprofit program operations from shared tables, forms, and views.

  • Review and control

    Track ownership, status, exceptions, and handoffs across Receipts, Funds, Donations, Pledges.

  • Ready to adapt

    Tailor fields, views, roles, reports, and Proto workflows after install.

What you get

Views, records, and workflow controls.

The public page preview uses the same structure as the production product pages.

See the live workspace ↓
Application structurePublished
ERP•AI
OverviewReceiptsOperational viewsWorkflow-ready schema
Tables3Installed starting point
01
ReceiptsReview fields such as Receipt Number, Receipt Date, Receipt Amount, Delivery Method, Receipt Status in the primary operating table.
02
Operational viewsUse filtered and grouped views to focus each team on active work and exceptions.
03
Workflow-ready schemaThe schema is ready for Proto workflows when you want to automate the process.
At a glance

What’s inside.

Receipts

Tax and acknowledgement receipt records tied to donations.

Funds

Restricted and unrestricted funds for gift allocation.

Donations

Received gifts, allocation, method, receipt, and acknowledgement status.

Pledges

Future giving commitments and installment schedules.

Donors

Individual, corporate, and foundation donors with lifecycle and giving profile.

Campaigns

Fundraising campaigns, appeals, goals, and performance tracking.

Interactions

Donor touchpoints, meetings, calls, emails, and stewardship notes.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to production operations.

  • Multi-user by default

    Use roles and workspace permissions to let different teams operate from the same app.

  • Structured records

    Data lives in typed tables with views, forms, references, and audit-friendly history.

  • Workflow-ready

    Proto workflows can be connected to the schema and adapted after install.

  • API-accessible

    Use the app through UI workflows or API surfaces as your implementation matures.

Operational assistance

Assistants that work inside the app.

Use AI as an operating layer over the same records your team uses.

Assistant queueReady
01
Data steward

Checks incomplete records, highlights stale work, and keeps the app ready for action.

02
Workflow runner

Uses Proto workflows and app data to move routine steps forward with an audit trail.

03
Reporting helper

Turns operational data into summaries that managers can review without exporting the app.

Workflow handoff

The process lives beside the data.

Install the app, then shape the workflow around how the business actually runs.

Open the workspace ↗
  1. 01
    Install the appCreate a workspace-ready nonprofit & ngo app with reviewed schema and starting data.
  2. 02
    Review the operating tablesInspect Receipts, Funds, Donations, Pledges, Donors and adjust fields to match your team.
  3. 03
    Connect ownershipAssign users, tune views, and use forms to capture consistent operational data.
  4. 04
    Automate and reportAdd Proto workflows, dashboards, and reports once the app is aligned.

Blank setup vs a published app.

Start from a working system instead of a blank canvas.

ConsiderationBeforePublished app
Starting pointBeforeBlank app, spreadsheet import, and manual setup.Published appPublished app copy with schema, views, forms, and defaults.
WorkflowBeforeProcess lives outside the system.Published appProto workflows can run beside the records they operate on.
IterationBeforeChanges require rebuilding the system from scratch.Published appEdit fields, views, permissions, and workflows after install.
AccessBeforeShared credentials or duplicated sheets.Published appWorkspace users, roles, and app-level permissions.

Install, adapt, operate, scale.

A practical rollout path from first click to real team usage.

  1. Day 1Install

    Create the app, inspect the included schema, and open the first records.

  2. Week 1Adapt

    Rename fields, add missing views, and connect the first Proto workflow.

  3. Month 1Operate

    Move real work through the app and refine reports from production usage.

  4. Quarter 1Scale

    Invite more teams, connect APIs, and standardize the operating model.

Workspace-safe by design.

The catalog app is a source. Your install is a separate app copy.

Installable catalog copy

The catalog app is copied into your workspace so your team can edit its own installed version.

Reviewed metadata

Table names, column metadata, sample records, and Proto workflow count were checked before publishing.

Full-data starting point

The default install strategy preserves configured data so the app opens with realistic context.

FAQ

Common questions.

What gets installed with Donor Management System?+

You get the published app structure for nonprofit program operations, including tables such as Receipts, Funds, Donations, Pledges, Donors, configured views and forms, and available starting records.

Can we customize it after install?+

Yes. Your workspace copy can be renamed and edited, including fields, tables, views, forms, roles, reports, and Proto workflows.

Is this a sample-only install?+

No. This publication is configured for a full-data install so the copied app keeps the available configured starting data.

Donor Management System

Install the published starting point. Adapt it to your operating model.

Donor Management System coordinates donors, gifts, receipts, campaigns, pledges, and stewardship activity for fundraising teams. It helps NGOs grow donor relationships, manage donation compliance, and understand campaign performance across the donor lifecycle.

Start free See live preview

The installed workspace is a separate, editable app copy.

Nonprofit & NGO

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From the same catalog neighborhood.

Browse the catalog
Nonprofit & NGO Microfinance / SHG Management A production-grade platform for NGOs and community finance teams to manage self-help groups, member savings, loan cycles, meetings, repayment discipline, and field officer operations. It supports transparent group-led finance, member accountability, and portfolio monitoring across villages and program areas. View product Nonprofit & NGO Food Bank Management A production-grade operating system for food banks managing donations, warehouse inventory, agency distribution, donor relationships, and nutrition programs. It helps teams reduce waste, maintain compliance, and get the right food to the right communities quickly. View product Nonprofit & NGO Community Development Platform A community development platform for mapping local needs, coordinating program delivery, and tracking stakeholder engagement. It helps NGOs and civic teams prioritize interventions, manage field activities, and measure community impact. View product Nonprofit & NGO NGO Project Management A full project lifecycle management system for NGOs to plan logical frameworks, activities, budgets, milestones, partners, risks, and monitoring evidence. It helps program managers coordinate implementation, budget utilization, field reporting, and donor-ready accountability. View product Nonprofit & NGO Impact Measurement Platform A measurement and learning platform for NGOs to define theories of change, track indicators, collect field data, validate evidence, and publish impact dashboards. It supports outcomes-based management, data quality workflows, and donor reporting. View product Nonprofit & NGO Crowdfunding Platform A campaign operations platform for NGOs to launch fundraising campaigns, manage supporters, track payments, publish updates, and fulfill rewards. It gives fundraising teams clear campaign performance, donor engagement, and payment reconciliation workflows. View product Nonprofit & NGO Disaster Relief Coordination A field operations platform for NGOs coordinating disaster assessments, resources, volunteers, and response deployments. It helps incident leads prioritize needs, match inventory and teams to affected locations, and track relief outcomes from intake through closure. View product Nonprofit & NGO Environmental Conservation A conservation operations app for NGOs tracking species observations, habitats, patrols, restoration work, incidents, and partner programs. It helps field teams plan patrols, protect priority habitats, and report measurable conservation impact. View product
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