Non-profit Organization Management
Categories
Professional
Project Management
Level
Simple

Managing a nonprofit requires a significant amount of work. Strategic planning, organizing, fundraising, and effective leading are all necessary skills for a nonprofit to be successful. Nonprofits tend to attract passionate, service-oriented employees dedicated to making the world a better place by advancing a specific cause. Organization is key. Having proper staff stay on top of events, allocate funds towards the event, coordinate with different venues, and raise money for future events aimed at the community.

Nonprofits take quite a bit of work to run properly and efficiently. With the right team members, funding, and organization tools, this can be achieved with ease. This database focuses on identifying different methods of raising money from the public as well as through grants in order to organize events aimed at serving the public. This table would best serve a nonprofit manager looking to centralize the organization of all nonprofit events, team members, and funds. Here are a few of the template’s features and highlights, by table:

Events

Nonprofits very often organize different events frequently. These can be a means of raising funds or simply providing service for the community. This table organizes the different event details for each event the nonprofit organizes.

Fields

  • Event name. The name of the event being organized.
  • Date. The date and time of the event in year/month/day format.
  • Location. This field is linked to the Locations table, indicating the venue the event will be taking place.
  • Description. A brief description of the goal of the event.
  • Marketing. This field links to the Marketing methods table, displaying the type of marketing used to spread the word about the specific event.n
  • Funding approach. This field links to the Funding approaches table, displaying the method the funds were raised for the event.
  • Grant(s). The grant that served as a source of funding for the event. This field links to the Grants table.
  • Goal. This is a number field indicating the fundraising goal of the event, if the event is a fundraiser.
  • Raised. The amount of money raised at the event, whether it was intended or not.
  • Over/under. This formula field calculates how much money was raised relative to what the funding goal was.
  • Team members. This field links to the Team members table, displaying the team members that organized the event.

Views

  • All events. Displays all events organized by the nonprofit sorted by most recent to oldest.
  • Community oriented events. Displays all events with the marketing approach including posters in in the community the event is aimed at sorted by most recent date to oldest.
  • General Public. Displays all events aimed at the general public sorted by most recent date to oldest.
  • Family-oriented. Displays all events aimed at families as a whole sorted by most recent date to oldest date.

Team members

It takes a team, if not several teams to properly run a nonprofit. This table identifies all team members including volunteers that contribute to the nonprofit regardless of whether they are involved in the day to day or only special events.

Fields

  • Name. The name of the team member.
  • Photo. A picture of the team member.
  • Address. The address of the member.
  • Phone number. The phone number of the team member.
  • Email. The email of the team member.
  • Position. This is a single select drop down field that indicates which role the team member fulfills.
  • Events. This field links to the Events table, indicating which events this team member has contributed to.
  • Grants pursued. This field links to the Grants table, identifying which grants this team members has helped apply for.
  • Fundraising approaches. This field links to the Fundraising approaches table, identifying which team member has been a part of which approach in the past.

Views

  • All team members. Displays all team members associated with the nonprofit sorted in alphabetical order.
  • Volunteers. Displays all team members that are solely volunteers not employed by the nonprofit sorted in alphabetical order.
  • Management. Displays all team members that hold a position that includes the word manager, director, or PMO. This view is also sorted in alphabetical order.
  • Experience with grants. Displays all team members that have applied for grants for the nonprofit in the past sorted in alphabetical order.
  • Team gallery. Displays all team members sorted in a gallery view. The team members are sorted in alphabetical order.

Forms

  • Volunteer today! Displays a form that can be shared with potential future volunteers to apply to help the nonprofit.

Marketing methods

For each event, team members can choose different marketing methods that would best reach the target audience for the event. For instance, if it a small community event, posters in the area might be a great way to reach community members that do not spend much time on social media or reading through emails. This table indicates a variety of marketing methods utilized to inform the target audience about upcoming events and services.

Fields

  • Method. The specific marketing method.
  • Platform. The platform used for the marketing approach whether it be the company email for direct emails or the social media platform.
  • Description. A brief description of the marketing method.
  • All events. This field links to the Events table, indicating which events this marketing method has been used for.

Views

  • All methods. Displays all marketing methods that could be utilized.

Locations

Different venues or public locations are crucial to keep documented. Nonprofits typically aim to serve the underprivileged and to solve a social mission. Having a database of locations or venues the nonprofit uses can be very helpful when planning events.

Fields

  • Name of place. The name of the location or venue.
  • Address. The address of the location or venue.
  • Picture. A picture of the location or venue.
  • Coverage. An indication of whether the location is entirely outdoors, indoors or both. This is important when planning outdoor events that depend on the weather.
  • Contacts. This field links to the Contacts table, indicating which venues are associated with which contact.s
  • Related events. This field links to the Events table, indicating which events have been or will be held at the specific location.

Views

  • All locations. Displays all of the locations without any filters.
  • Locations gallery. Displays all locations in the form of a gallery view, sorted in alphabetical order.
  • By coverage. Displays all locations, grouped by coverage.

Contacts

While having a list of locations and venues to hold events is important, that wouldn’t be possible without the contacts associated with these venues. This table includes all contacts that handle the booking of the venues or issue permits for the public locations.

Fields

  • Name. The name of the contact.
  • Photo. The contact’s photo.
  • Role. The role/ title the contact holds.
  • Phone number. The phone number of the contact.
  • Email. The contact’s email.
  • Last contacted. The date in year/month/day format the contact was last spoken to.
  • Associated with. This field links to the Locations table, indicating which location or venue the contact is associated with.

Views

  • All contacts. Displays all the contacts without any filters in alphabetical order.
  • Event coordinators. Displays all contacts with the event coordinator role sorted in alphabetical order.
  • Child Education Center contacts. Displays all contacts associated with this specific venue sorted in alphabetical order.
  • Harrington Library contacts. Displays all contacts associated with this venue sorted in alphabetical order.
  • Contacts gallery. Displays all contacts in the form of a gallery view, sorted in alphabetical order.
  • By role. Displays all contacts grouped together by the role or position the contact holds within their company.

Fundraising approaches

To be successful, nonprofits must have a solid understanding of fundraising tactics to be able to raise money to hold events for the public. This table includes a variety of fundraising tactics that can be used to raise money.

Fields

  • Approach. The name of the tactic.
  • Description. A brief description of what the approach entails.
  • Related events. The events this tactic has been used for. This field links to the Events table.
  • Members with experience. This field is linked to the Team Members table, displaying the team members that have had experience with the particular fundraising method.
  • Effectiveness. This 1-5 star field lets you select the rating for how effective this specific approach is.
  • Frequency used. This formula field counts the number of events this approach has been used for.

Views

  • All approaches. Displays all approaches that can be used.
  • Most effective. Displays approaches with 4 or 5 stars sorted in alphabetical order.
  • Most frequently used. Displays approaches that have been used more than once, sorted in alphabetical order.

Grants

One major source of income for most nonprofits is from grants. Grants can come from the government, large companies, or private smaller companies or groups of people. Applying for grants is crucial in the nonprofit world, and this table keeps track of the status of the grants as well as pertinent details about the grant.

Fields

  • Grant ID. The unique ID of the grant.
  • Type. The type of grant it is. some grants are aimed only at research while other grants allow for them to be used to keep the nonprofit operating.
  • Name of grant. The name of the grant.
  • Status. The status of the grant. This can be active - waiting action, expired, or applied.
  • Amount. This field indicates the monetary value of the grant that is currently being offered.
  • Deadline. This field indicates the deadline to apply for the grant in year/month/day format.
  • Source. The source the grant is coming from.
  • Member(s) applied. This field links to the Team members table, indicating which team members have worked or will work on the respective grant.
  • Related events. The event that the grant would or is already going towards.

Views

  • All grants. Displays all the grants with no filter sorted by the largest amount of money offered to the lowest.
  • Operation. Displays all grants that would be used for operation of the nonprofit sorted by the largest amount of money offered to the lowest.
  • Research. Displays all grants that would be used for research purposes for the nonprofit sorted by the largest amount of money offered to the lowest.
  • To Apply. Displays all grants with a status including “active” meaning that they have not yet expired. This view is sorted by the largest amount of money offered to the lowest.
  • Expired. Displays all grants with a status including “expired.” This view is sorted by the largest amount of money offered to the lowest.
  • Grants by status. Displays all grants organized by status.
  • New grant. This form can be shared to the public or to different team members to fill if they come across a grant they think would be a good fit for the nonprofit.
  • By type. Displays all grants grouped by grant type.