Why it is a separate MicroERP
Fundraising can operate for multiple programmes using shared beneficiary/outcome reporting without administering their case delivery.
Nonprofit ProgrammesReviewed functional scope
Fundraising & Donor Management MicroERP
Accountable donor commitment, gift and stewardship outcome
Who it helpsFundraising / donor stewardship team
FROM A REAL REQUEST TO A USEFUL RESULT
The working flow.
A fundraising campaign, donor approach or pledge/gift
- 01
Develop consented donor opportunity/campaign
- 02
record pledge/conditions
- 03
accept and attribute cash/in-kind gift
- 04
reconcile receipt/use references
- 05
fulfil stewardship and close commitment
The useful outcome
Accountable donor commitment, gift and stewardship outcome
ALL FEATURES IN THEIR OWNING PRODUCT7 feature modules.
7 feature modules.
One product scope.
Open each module to review its purpose and actions. These features belong inside Fundraising & Donor Management MicroERP.
01Fundraising Campaign Operations3 scoped actions
Run fundraising activity with clear targets and attribution.
- Define appeal channels dates and gift purposes
- Track outreach events and response
- Compare campaign cost confirmed income and donor retention
02Donor Relationship & Fundraising Pipeline3 scoped actions
Coordinate responsible funding approaches and donor commitments.
- Record interests contact preferences and relationship ownership
- Plan proposals asks and stewardship actions
- Track pledges confirmed gifts and declined requests
03Donor Stewardship & Impact Updates3 scoped actions
Fulfil the communications and recognition promised to donors.
- Plan acknowledgements progress updates and meetings
- Respect anonymity and communication preferences
- Track fulfilled stewardship commitments and donor questions
04Fundraising Event & Auction Operations3 scoped actions
Connect event participation with fundraising outcomes.
- Manage tickets pledges donated lots and sponsorship
- Record event gifts and winning bids
- Reconcile proceeds expenses and unfulfilled commitments
05Gift Acceptance & Donation Attribution3 scoped actions
Record donations with the donor's stated purpose and conditions.
- Verify donor gift amount instrument and restrictions
- Apply the organization's acceptance review
- Issue appropriate acknowledgements and resolve errors
06In-Kind Donation Acceptance & Valuation Evidence3 scoped actions
Control donated goods or services from acceptance to use.
- Record donor restrictions condition and accepted purpose
- Capture an appropriate documented valuation basis
- Track allocation use transfer or disposal
07Donor Pledges & Recurring Gifts3 scoped actions
Follow promised funding through receipt or agreed revision.
- Set pledge instalments and recurring-gift schedules
- Track missed payments pauses and cancellations
- Reconcile fulfilled outstanding and written-off commitments
CLEAR OWNERSHIP. CONNECTED FUNCTIONS.
How the scope fits together.
Dependencies to plan
- party-consent-core
- finance-receipt-core
- inventory-custody-core
- communication-core
Outside this scope
- Does not silently repurpose restricted donations.
- Programme eligibility and beneficiary records are separate, permission-scoped services.
REUSE THE SAME PRODUCT
Mapped to your industry.
Industry compositions select relevant products and modules. Some options apply only under particular operating conditions; review the industry page before choosing.
Start with this scope.
Confirm your workflows, required integrations, team access, migration and acceptance checks in one implementation brief.