ERPNext for Non-Profit | NGO, Trust & Charity Management | ASCEND Informatics 

Digitize your non-profit operations — manage donors, projects, grants, and volunteers seamlessly in one platform.

At ASCEND Informatics, we implement and customise ERPNext for Non-Profit Organisations to help NGOs, charitable trusts, foundations, and CSR arms streamline their operations, from donor management and fundraising to project execution, accounting, and reporting.
With ERPNext, non-profits gain transparency, accountability, and real-time insights — ensuring every donation and grant delivers maximum impact.

Why Non-Profits Choose ERPNext

•  Unified management system: Donors, volunteers, beneficiaries, projects, and accounts all in one ERP.
•  Grant & project tracking: Monitor budgets, disbursements, and utilization with real-time dashboards.
•  Transparent accounting: Automated double-entry system compliant with Indian NGO norms and FCRA.
•  Fundraising automation: Manage campaigns, pledges, and recurring donations with reminders.
•  Volunteer management: Onboard, assign, and track volunteer hours and performance.
•  Open-source & affordable: No license costs — perfect for mission-driven organizations.

Core Non-Profit ERP Features We Implement
1) Donor & Donation Management

•  Centralised donor database with contact details, history, and preferences.
•  One-time and recurring donation management via multiple payment modes.
•  Campaign tracking — fund drive progress and donor engagement analytics.
•  Automated donation receipts, thank-you emails, and tax certificates.

2) Project & Program Management

•  Define projects, objectives, milestones, and budgets.
•  Allocate funds, track expenses, and measure impact.
•  Attach documents, photos, and reports for transparency.
•  Gantt charts and dashboards for project progress.

3) Grant Management

•  Record grants, donor commitments, and disbursement schedules.
•  Fund allocation by project or region.
•  Reporting by grant type and donor requirements.
•  Alerts for fund expiry, utilization percentage, and compliance deadlines.

4) Volunteer & Member Management

•  Volunteer profiles, skills, and assignments.
•  Attendance and hours logged per project.
•  Member subscriptions, renewals, and donations.
•  Certificates and recognition workflows for active volunteers.

5) Fundraising & Campaigns

•  Manage multiple campaigns — online, offline, and CSR events.
•  Set targets, track pledges, and measure ROI.
•  Integrate with payment gateways for donations.
• Social media and email campaign tracking through ERPNext CRM.

6) Accounting & Compliance

•  Automated fund accounting with separate ledgers for projects.
•  Budget vs actual analysis for grants and donations.
•  Generate FCRA reports, donor statements, and audit-ready records.
•  Integrated GST and TDS for vendor payments.

7) Reporting & Impact Measurement

•  Donor and project-wise financial reports.
•  Real-time dashboards for utilization, balance funds, and volunteer hours.
•  Impact measurement reports aligned with CSR or SDG goals.
•  Exportable reports for government or donor compliance.

Industry Fit

•  NGOs & Charitable Trusts – Manage donations, volunteers, and projects.
•  CSR Foundations – Handle multi-year programs and compliance reports.
•  Educational Trusts – Integrate student sponsorship and scholarship workflows.
•  Religious & Social Service Organisations – Manage donations, events, and member communities.

What You Get with ASCEND Informatics

NGO Process Expertise
Our consultants have experience digitising workflows for NGOs, CSR foundations, and non-profit educational trusts — ensuring compliance, transparency, and efficiency.

Rapid Implementation
Go live with key modules (Donations, Projects, Accounting) in 6–8 weeks, with scope for future scalability.
Affordable & Scalable
Open-source architecture reduces cost; scale up with additional features like LMS, HR, or CRM.

Secure & Compliant
Data encryption, role-based access, audit trails, and compliant accounting configurations.
Callout: Ask about our Donor Engagement Dashboard — visualize donations, volunteer activity, and impact metrics in real time.

Implementation Roadmap

• 1. Needs Assessment (Week 1–2) – Requirement study, donor flow mapping, FCRA & CSR alignment.
• 2. System Setup (Week 3–4) – Master data: donors, projects, grants, volunteers, and accounting structure.
• 3. Module Configuration (Week 5–6) – Fund tracking, donation receipts, dashboards, and reports.
• 4. Integration & Testing (Week 7) – Payment gateway, communication tools, and impact reporting.
• 5. Training & Go-Live (Week 8) – Team onboarding, donor data migration, and support.

Key Dashboards & Reports

•  Donations vs utilization by fund or donor.
•  Active campaign progress and success rate.
•  Volunteer contribution reports.
•  Project budget vs actual spend.
•  CSR impact and sustainability analytics.

Results You Can Expect

Frequently Asked Questions (FAQ)

Q1. Can ERPNext handle donations in multiple currencies?

Yes. ERPNext supports multi-currency donations and automated exchange rate conversion.
Q2. Can ERPNext track fund utilization per project or grant?

Yes. Funds can be linked to specific projects with separate ledgers and reports.
Q3. Does ERPNext support recurring donations and online payments?

Yes. Integrations with Razorpay, PayPal, and Stripe support recurring and one-time online donations.
Q4. Is ERPNext compliant with FCRA and Indian accounting standards?

Yes. We configure accounts and reports aligned with FCRA, CSR, and NGO norms.
Q5. Can ERPNext manage volunteers and campaigns together?

Yes. Volunteer assignments and fundraising campaigns can be managed within one dashboard.

Contact ASCEND Informatics Non-Profit ERP Team
Digitize your NGO or trust operations with ERPNext.

Talk to our non-profit ERP experts today.
� +91-XXXXXXXXXX � sales@eventsintel.in