About Non-Profit CRM – Donors & Volunteers Manager
A nonprofit CRM connecting donors, volunteers, fundraising campaigns, and events, with contribution history, volunteer availability, participation, and recorded hours.
What’s included
- Donor and volunteer databases
- Fundraising campaign records
- Events, participation, and volunteer-hour context
How to use it in practice
Add a small event and the volunteers helping with it, then connect a related fundraising campaign if there is one. Record contribution and participation details consistently after the activity. Keep donor information private while sharing only the practical event details volunteers need to do their work.
Set it up in your workspace
- Open the original Notion Marketplace listing and add the template to your chosen workspace while signed in. Keep its example records until you understand how the pages connect.
- Add a small event and the volunteers helping with it, then connect a related fundraising campaign if there is one.
- Try one complete example before adding a large backlog. Check that its views and any calculations show what you expect, then replace the sample content with your own.
Who it suits and what to consider
Small nonprofits and community groups organizing relationships and activities in one workspace. The workspace coordinates nonprofit records. It does not confirm donation processing, charitable receipt generation, or automated imports from a fundraising platform.
