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Industry Edition · I-40

Donors, grants, volunteers, programmes and beneficiary outcomes with clean reporting.

The NGO & Social Impact Edition is planned for NGOs and social enterprises. It covers donor-to-programme fund tracking, grants, volunteers, membership, beneficiary outcomes, offline field data and CSR partner reporting.

Planned · Years 4–5 (W5)
Become a design partner

NGOs answer to donors, CSR partners, regulators and the communities they serve. Each wants to know where money went and what changed. The NGO & Social Impact Edition is designed to trace every rupee from donor to programme to outcome.

How the work runs

  • Donors. Donor Management holds individual and institutional donors, donations, campaigns, pledges and 80G receipts.
  • Grants. Grants Management tracks grant applications, awards, disbursements and impact reports for funders and CSR partners.
  • Programmes and volunteers. Volunteers & Programs manages programmes, beneficiaries, volunteer opportunities and shifts, and programme outcomes.
  • Members. Membership & Associations supports member-based organisations with plans, renewals and dues.
  • Field data. Field teams collect beneficiary and outcome data offline, which syncs when connected.
  • Fund tracking. Accounts records restricted and unrestricted funds, so spending is traced from donor to programme.
  • Reports. Documents & Reports generates donor and CSR partner reports from the same data.
  • AI oversight. AI Assurance & Model Risk records models in use, tests and attestations, which matters when AI touches beneficiary data.

Digital Employees

An AI Email & WhatsApp Campaign Specialist runs donor journeys with consent. An AI Content Writer drafts impact stories for staff to review. An AI Data Analyst prepares outcome metrics for reports. An AI Compliance Monitor collects evidence for audits. They work for programme and fundraising teams under supervision.

Compliance

FCRA, 12A and 80G, CSR rules and beneficiary data protection apply. The Edition is designed to keep fund-use records and consent on file. These are pointers to confirm with counsel.

Challenges

What this Edition is designed to solve

Proving impact

Donors and CSR partners want outcomes, not just activity counts.

Fund restrictions

Restricted funds must be traced to approved programmes.

Offline field work

Field data is collected on paper and entered later.

Compliance load

FCRA, 80G and CSR reporting take significant effort.

Apps & modules

What's in the Edition

CRM & Sales
  • Donor Management
  • Volunteers & Programs
  • Membership & Associations
Finance
Legal, Risk & Compliance
Build

Industry records & flows

Built around your records

  • Donors and donations
  • Grants and disbursements
  • Programmes and beneficiaries
  • Volunteers and shifts
  • Restricted fund tracking
  • CSR partner reports

Workflow

Donation to impact report

  1. 1

    Donation is recorded and an 80G receipt issued

  2. 2

    Funds are tagged to a programme

  3. 3

    Programme spending posts to Accounts

  4. 4

    Field teams record outcomes

  5. 5

    Donor report is generated

Workflow

CSR grant cycle

  1. 1

    Proposal is submitted to the CSR partner

  2. 2

    Award and milestones are recorded

  3. 3

    Disbursements are tracked

  4. 4

    Outcome data is collected

  5. 5

    Impact report is filed

Digital Employees

Agents you could rent for this industry

AI Email & WhatsApp Campaign Specialist AI Content Writer AI Data Analyst AI Compliance Monitor AI Privacy (DPDP) Operations Assistant

Regulatory pointers

Rules this Edition is designed around

  • FCRA rules for foreign contributions. Verify with counsel.
  • 12A and 80G registration and receipts. Verify with counsel.
  • CSR rules for partner reporting. Verify with counsel.
  • Beneficiary data protection under the DPDP Act. Verify with counsel.

These are pointers for review with counsel, not legal advice. Each is verified before the Edition is sold.

Frequently asked questions

Is the NGO & Social Impact Edition available today?

Not yet. The NGO & Social Impact Edition is planned for wave W5. Each Industry Edition needs three signed design partners in that industry, a named domain expert and counsel sign-off before it is built.

Can field teams work offline?

Yes, that is the design. Field data is collected offline and syncs when a connection is available.

Does it issue 80G receipts?

Donor Management is planned to issue 80G receipts. Verify eligibility and format with counsel.

Build the NGO & Social Impact Edition with us

Each Edition starts with signed design partners from the industry. Tell us how your business runs.

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