Optimize nonprofit task management with coordinated schedules
Donor Management Software +
Nonprofit Task Management: To-Dos & Calendar
(included with your monthly subscription)
Organize and Manage All Your Fundraising Tasks
Customize Task Types
Assign Tasks to Multiple Team Members
Link Tasks to Donors
Set Up Recurring Tasks
Features
- Create customized nonprofit task management task categories to meet all your needs
- Schedule recurring tasks for the year
- Assign tasks to other members of your fundraising team
- Set reminders to track due dates for your grants and mailings
- Organize your task list by type, priority, completion date and more
- Track tasks associated with donors, events, grants, donations, mailings and more
Benefits
Increase Donor Retention
Create custom task types to identify specific touches with your donors.
Schedule and view tasks within the donor profile’s history tab.
Add detailed notes to completed tasks with donors.
Build a Stronger Team
Assign tasks to members of your team.
Use one coordinated calendar to keep everyone on the same page.
Follow-up with volunteers and fundraising committees.
Simplify your Workload
Manage tasks and to-do’s all-in-one place.
Schedule tasks on one coordinated calendar for your nonprofit.
Track grant application dates, donor calls, committee meetings, and more within an interactive task list.
Grow your Nonprofit
Stay timely with your donor touches and stewardship.
Create your Year-End fundraising timeline on one, collaborative calendar.
Build out your nonprofit’s social media schedule and assign online tasks to team members.
Increase Your Fundraising
- Offer a monthly giving program to your donors
- Provide donors with easy-to-use donation pages, accessed on any device
- Share your donation pages on social media platforms, emails and more
Comprehensive Features
Everything You’re Looking For in Donor Management & Fundraising Software
Eleo believes every nonprofit – no matter its size – should have access to an affordable comprehensive online donor management system and CRM to support crucial fundraising and donor cultivation tasks. So that’s exactly what we’ve developed. With Eleo, you don’t have to sacrifice features or usability for affordability.
- Affordable, starts at $39/month
- Provide donors with easy-to-use donation pages, accessed on any device
- Share your donation pages on social media platforms, emails, mobile and more
Let Eleo help your nonprofit make a bigger difference.
What Eleo customers are saying
Live Demo
Schedule Your Personalized
Nonprofit Software Demo
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Frequently Asked Questions
What is the best way for a small nonprofit to manage fundraising tasks?
Small nonprofits can manage fundraising tasks more effectively by using a centralized task management system instead of relying on separate spreadsheets, notes, or personal calendars. Eleo allows nonprofits to create and organize tasks, assign them to team members, set priorities and due dates, and connect tasks with donors, grants, events, donations, and mailings. This can help small teams keep important fundraising responsibilities organized in one place.
How can a nonprofit keep track of donor follow-ups?
A nonprofit can keep track of donor follow-ups by scheduling tasks and reminders connected directly to individual donor records. Eleo allows organizations to create donor-related tasks, view those tasks within a donor’s history, and add notes after completing follow-up activities. This can help nonprofits maintain consistent donor communication and avoid missing important stewardship opportunities.
How can a small nonprofit keep track of grant deadlines?
Small nonprofits can track grant deadlines by creating calendar tasks for application dates, reporting deadlines, follow-ups, and other grant-related responsibilities. Eleo lets nonprofits set reminders, schedule recurring tasks, and associate tasks with grants so important deadlines are easier to monitor alongside other fundraising activities.
What nonprofit software can help a small team manage tasks and deadlines?
Nonprofit software with built-in task and calendar tools can help small teams coordinate responsibilities without adding another separate project management system. Eleo includes task management within its donor management software, allowing organizations to assign tasks to multiple team members, organize to-dos by priority or completion status, create recurring tasks, and manage activities through a shared calendar. Eleo’s calendar can also connect with Google Calendar.
How can nonprofits create a fundraising calendar for the year?
Nonprofits can create an annual fundraising calendar by scheduling important activities such as donor outreach, campaign launches, grant deadlines, events, year-end fundraising, committee meetings, and communications in advance. Eleo allows organizations to schedule recurring tasks and build fundraising timelines on a collaborative calendar, helping staff and volunteers stay aware of upcoming responsibilities throughout the year.
