Solutions Package · Nonprofit

Donor Tracking. Grant Reporting.
Case Management. One System.

Nonprofits running grant-funded programs shouldn’t have to choose between three platforms. We built the Nonprofit Package so they don’t have to.

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Starting at $4,500 Live in 4 Weeks 7 Modular Builds Platinum Partner

7 Modules, One Build

Donor & Contact CRM
Donations Pipeline
Grant Tracking
Family / Client Case Management
Accounts & Households
Quotes & Invoices
Dashboards

The Problem

The Visibility Gap

Grant-funded programs run on two systems that don’t talk to each other: a finance tool that holds the real numbers, and a donor or case tracker everyone actually works in. That gap shows up everywhere.

Not a technology problem. A visibility problem.

Staff re-enter the same donation or invoice twice — two systems that don’t talk to each other.
Leadership can’t see grant spend against the award amount without pulling a manual report.
Legacy donor platforms — Raiser’s Edge, Salsa, Little Green Light — are accurate but painful, riddled with duplicate records.
Case or donor tracking runs on spreadsheets with no accountability for who owns what, at which stage.

What’s Included

Build Your Own — Or Take the Full Package.

Every organization’s mix is different. Start with all 7 modules below, or pick only what you need — pricing adjusts to match. Structures, not spreadsheets. Dashboards, not manual reports. A system your team can actually run on.

Donor & Contact CRM

Every donor, partner, and vendor in one place, segmented by type and giving history.

Donations Pipeline

One-time and recurring gifts, auto-matched from GoFundMe, Givebutter, Stripe, Bloomerang, direct mail, and manual entry.

Grant Tracking

The full lifecycle — research, drafting, submission, award, implementation, reporting — with award amounts, deadlines, audit documents, and spend roll-ups.

Family / Client Case Management

An intake-to-exit pipeline: referral, screening, move-in prep, active case management, exit. Task playbooks auto-generate at every stage.

Accounts & Households

Org- and household-level rollups of total giving and case history, so you always see the full picture at a glance.

Quotes & Invoices

For grant-funded service billing, tied directly to the families and programs they support.

Dashboards

Grant drawdown, donor pipeline value, case pipeline by stage. Built in from day one — not added later as an afterthought.

Integration Add-Ons

Donations coming through GoFundMe, Stripe, or QuickBooks? We can wire it all in.

The Nonprofit Package connects to the tools you're already using — finance systems, legacy CRMs, payment platforms, and email. Billed at the same $220/hr nonprofit rate, scoped after a short call.

See all Integration Add-Ons
GoFundMe / Givebutter Stripe QuickBooks NetSuite Bill.com Raiser’s Edge Bloomerang Mailchimp Zapier / Make.com Salsa & LGL + more →

Timeline & Investment

Scoped to what you actually need.

Start with the full package, or pick only the modules you need — pricing adjusts to match. All work is scoped after a short discovery call so you know exactly what you’re getting before anything begins.

Full Package

$4,500

Starting price · All 7 modules · 4 weeks to live

  • Donor & Contact CRM
  • Donations Pipeline
  • Grant Tracking
  • Family / Client Case Management
  • Accounts & Households
  • Quotes & Invoices
  • Dashboards
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Build Your Own

$220/hr

Nonprofit rate · Scoped after discovery call

  • Choose only the modules you need
  • Scope defined after a short discovery call
  • Same $220/hr nonprofit rate for add-ons
  • Integrations (NetSuite, QuickBooks, etc.) available at the same rate
Book a Consultation

Add-on integrations (NetSuite, Bill.com, Raiser’s Edge, and more) are billed at the same nonprofit rate. See Integration Add-Ons →

Who It’s For

The point where a spreadsheet stops working.

Director-level buyers at nonprofits with roughly 11–200 employees — family services and shelters, advocacy organizations, education-access nonprofits, and animal welfare groups — managing donor relationships, grant reporting, and program or case delivery.

The inflection point where a spreadsheet stops working, but a fully custom enterprise build isn’t worth the cost. That’s exactly where the Nonprofit Package lives.

Family Services & Shelters

Case management and donor tracking in one place.

Advocacy Organizations

Grant lifecycle and contact CRM without manual reports.

Education Access

Scholarship pipelines and donor engagement in one view.

Animal Welfare

Intake, outcome, and donor tracking built for your workflows.

Why OrangeDot

A partner who understands the mission — and the platform.

Focused on People + Process

Great tools don’t fix bad systems. We start with your processes, not the software — so what we build actually matches how your team works.

Technical Expertise, Plain Language

We bridge the gap between technical architecture and clear, practical use — so your team understands the system, not just tolerates it.

A Partner Through Your Growth

From strategy to adoption, we stay with you as your organization evolves — with a clear path for what comes next when you’re ready.

monday.com Platinum Partner Best PS Partner Partner of the Year

Certified monday.com Platinum Partner

Partner of the Year · 200+ organizations · 5,000+ hours of consulting delivered

FAQ

Common questions

No — the package is modular by design. You can start with the full build at $4,500 or select only the modules you need and we scope accordingly. The only requirement is a short discovery call so we understand your current setup before we define scope and price.

Yes — integrations are scoped separately and billed at the same $220/hr nonprofit rate. Complexity varies a lot depending on data volume and direction (one-way vs. two-way), so we scope integrations after the discovery call. See our Integration Add-Ons page for the full list and typical effort ranges.

Not necessarily. A common approach is to keep your legacy donor platform as the system of record for historical data and donations, while layering monday.com on top for real-time relationship management, grant tracking, and case management. Full migrations are an option too if you want to consolidate. We’ll recommend the right path after we understand your setup.

Week 1 is a kickoff call and intake: we confirm scope, gather your segment structure, and set calendar holds. Weeks 2–3 are the build: boards, automations, and data loaded into your monday account. Week 4 is walkthrough, training, and go-live. The 4-week estimate applies to the full 7-module package; smaller builds are typically faster.

No. We can help you set up a monday.com account as part of the engagement if you don’t have one yet. If you already have an account, we build in a dedicated workspace so the Nonprofit Package is isolated from anything else you run.

Ready to talk?

Book a free nonprofit consultation — no commitment, no pressure. We’ll scope exactly what you need.

Book a Free Consultation See Integration Add-Ons →