Nonprofit Starter Operations Kit — Grant, Donor & Board Tracker (Google Sheets)
Run your nonprofit's grants, donors, and board meetings without paying for a CRM.For founders and volunteer boards at small nonprofits who are tracking everything in scattered spreadsheets, sticky notes, and their email inbox — and know it's costing them grants and donors.Most nonprofit CRMs charge $300+/year for features a five-person board doesn't need. Meanwhile, deadlines slip through email threads, donor relationships go cold because nobody remembers the last touchpoint, and board meeting action items vanish between sessions.This is a complete operations system built in Google Sheets — the tool your treasurer already knows. Five connected tabs, live formulas, and a dashboard that shows your entire organization's status the moment you open it.WHAT'S INSIDE→ Live Dashboard — auto-pulls grant totals, donor activity, and open board action items from every other tab→ Grant Pipeline Tracker — every grant from research to award, with deadline alerts that turn yellow 14 days out→ Donor Cultivation Log — tracks every gift and automatically flags donors as Lapsed after 12 months of silence→ Board Meeting Tracker — agendas, decisions, and action items with owner and due date, color-flagged when overdue→ Annual Report Data Capture — quarterly metrics by category, auto-totaled for year-end reportingWHO IT'S FOR✓ Founders running a nonprofit with no paid staff and no budget for SaaS tools✓ Volunteer board treasurers tired of chasing grant deadlines in their inbox✓ Small nonprofits replacing a donor database that costs more than their printing budget✓ Anyone who needs board governance documented without learning new softwareFORMAT & DELIVERYDelivered as a single .xlsx file. Opens instantly in Google Sheets or Excel. No account setup, no monthly fee, no learning curve.Get instant access.
Get it → pattybun.gumroad.com