NGO and donor
NGO and donor CRM for fundraising teams
Move prospects to pledges, donations and recurring gifts, with the receipt going out on time. Keep volunteers and grant reporting in the same workspace.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1ProspectA possible donor from an event, a CSR contact, a website form or a past-donor list is added with source and cause interest.
- Stage 2ContactedA fundraiser has spoken to the person and noted their interest, capacity and preferred cause.
- Stage 3PledgedThe donor has promised an amount and a date, which the CRM tracks as an expected gift.
- Stage 4DonatedThe gift is received by UPI, cheque or card and recorded with mode, purpose and PAN where needed.
- Stage 5ReceiptThe 80G receipt and a thank-you message go out on WhatsApp and email.
- Stage 6RecurringThe donor moves to a monthly or annual gift with reminders before every cycle.
What is a ngo and donor CRM?
A donor CRM helps a charity treat supporters as relationships rather than a list of receipts. Every donor has a history of pledges, gifts, purposes and conversations. Fundraisers call prospects, record pledges and chase them politely on the promised date. Finance gets the PAN, mode and purpose needed to issue an 80G receipt, and the programme team sees volunteers and their availability. For organisations that receive foreign contributions, the same records feed the reporting FCRA requires. Gandiv keeps all of this in one workspace, so the person who thanks a donor knows what that donor gave last year and why.
Why ngo and donor teams need one
Problem
Pledges are made on calls and then forgotten.
With Gandiv
Every pledge has an amount, a due date and a reminder task for the fundraiser.
Problem
80G receipts are prepared in bulk, weeks late.
With Gandiv
A receipt is generated when the donation is marked received and sent on WhatsApp and email.
Problem
Monthly donors lapse because nobody reminds them.
With Gandiv
Recurring gifts get a reminder before each cycle and a recall call after a missed one.
Problem
PAN and address are missing when the auditor asks.
With Gandiv
Required fields can be enforced before a gift is saved as Donated.
Problem
Volunteers are managed in a separate chat group.
With Gandiv
A volunteer roster with skills, availability and assigned drives sits in the same CRM.
Problem
Grant and FCRA reports are rebuilt from scratch every quarter.
With Gandiv
Gifts are tagged with source, purpose and domestic or foreign type, so reports are a filter, not a project.
Key features
80G receipts
Receipts the day the gift arrives
Mark a donation as received and the receipt, with your registration number, donor PAN and amount, is generated. It is sent by WhatsApp and email, and the copy stays on the donor record for audit.
- Receipt numbering series
- PAN and address check
- WhatsApp and email delivery
Receipt numbering series
PAN and address check
WhatsApp and email delivery
Recurring gifts
Monthly donors who stay monthly
Set a gift as monthly, quarterly or annual. The CRM creates the reminder, sends a payment link before the cycle and creates a recall task if a payment is missed.
- Reminder before each cycle
- Razorpay payment links
- Missed gift recall task
Reminder before each cycle
Razorpay payment links
Missed gift recall task
Pledges
Follow up on promises politely
Record the pledge amount, date and purpose during the call. On the due date the fundraiser sees the pledge in their queue, and a WhatsApp nudge with a payment link can go out first.
- Expected gift value report
- Due-date task
- Payment link on the nudge
Expected gift value report
Due-date task
Payment link on the nudge
Volunteers
A roster your team can actually use
Keep volunteers with skills, city, availability and drives attended. Assign them to events or field visits and message the group in one go for a reminder.
- Skill and availability fields
- Drive assignment
- Bulk reminders on WhatsApp
Skill and availability fields
Drive assignment
Bulk reminders on WhatsApp
FCRA and grants
Reports from tagged records
Tag each gift with purpose, domestic or foreign source and grant. Export gift registers by period for your accountant, so quarterly returns and donor-wise statements come from the same data.
- Purpose and source tags
- Donor-wise statements
- CSV export for the accountant
Purpose and source tags
Donor-wise statements
CSV export for the accountant
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | PAN · 80G required · Purpose of gift · Mode of payment · Donor type · Pledge date · Preferred cause |
|---|---|
| Automations | 80G receipt on donation · Thank-you message within an hour · Pledge due-date reminder · Recurring gift link 3 days before the cycle · Lapsed donor recall after 90 days |
| Reports | Donations by purpose and month · Pledged vs received · Recurring donors and lapse rate · Gifts by fundraiser · Domestic vs foreign contribution register |
| Message templates | Thank you for your gift, your 80G receipt is attached · Reminder: your pledge of Rs 5,000 is due on the 10th · Your monthly gift is due, tap to pay by UPI · Join our weekend drive, are you free? |
| Call script | Namaste, I am [Name] from [Trust]. Thank you for supporting [cause] last year. May I tell you in two minutes what your gift achieved, and would you consider supporting again? |
Fields
PAN · 80G required · Purpose of gift · Mode of payment · Donor type · Pledge date · Preferred cause
Automations
80G receipt on donation · Thank-you message within an hour · Pledge due-date reminder · Recurring gift link 3 days before the cycle · Lapsed donor recall after 90 days
Reports
Donations by purpose and month · Pledged vs received · Recurring donors and lapse rate · Gifts by fundraiser · Domestic vs foreign contribution register
Message templates
Thank you for your gift, your 80G receipt is attached · Reminder: your pledge of Rs 5,000 is due on the 10th · Your monthly gift is due, tap to pay by UPI · Join our weekend drive, are you free?
Call script
Namaste, I am [Name] from [Trust]. Thank you for supporting [cause] last year. May I tell you in two minutes what your gift achieved, and would you consider supporting again?
By role
Director or fundraising head
- Track pledged against received by campaign
- See recurring donor retention
- Export registers for audit and grant reports
Fundraiser or telecaller
- Call prospects with the donor history open
- Log pledges with a due date
- Send payment links and receipts
Programme and volunteer coordinator
- Maintain the volunteer roster
- Assign drives and send reminders
- Record attendance after each drive
Integrations for this industry
Related industries
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Government and political outreach
Grievance tickets, ward-wise fields, a field-worker app and consent-based WhatsApp.
Frequently asked questions
Does Gandiv generate 80G receipts?
Yes. You enter your trust registration details once, and a numbered receipt is generated when a gift is marked received. Your accountant should confirm the format for your registration.
Can it handle recurring donations?
Yes. Gifts can be monthly, quarterly or annual, with a payment link before each cycle and a task when a payment is missed.
Can I separate foreign and domestic gifts?
You can tag each gift by source type and purpose, then filter or export by period. This supports your FCRA reporting, though filing itself stays with your accountant.
Are donor details kept private?
Callers can be given masked numbers and limited views by role. Exports are restricted to admins and are recorded in the audit log.
Can volunteers log in?
Volunteers can be added as users with a restricted view, such as their own drives and tasks, without access to donor records.
Start with the ngo and donor template
Your pipeline, fields and messages are created for you. Change anything later.