Donor pipeline for nonprofit & charitable organizations
Major and mid-level donors from identification to gift, with asks and stewardship.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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What it does
Major and mid-level donors from identification to gift, with asks and stewardship.
- Tracks
- Donor, Capacity, Ask amount, Stage, Relationship manager, Last contact, Next step date, Email
- Flags automatically
- Next step overdue when Next step date has passed and Stage is not Received
- Not contacted in 90 days when Last contact is more than 90 days ago
- Received when Stage is Received
- Actions and automations
- Send email: Email the email.
- Create a one-page summary: A short Word summary of this donor for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every donor for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Related apps and templates
Neuclon for nonprofit & charitable organizations · All apps and templates
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.