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Templates/Nonprofits

Internal tools for nonprofits.

Prized builds internal tools from a plain-language description, no developer on staff required. The templates below are working examples for development, program, and operations teams: open one, watch it run on sample data, then adapt it to your funders, programs, and fiscal year.

Donor Pipeline Tracker

Donor Pipeline Tracker

Move every major gift prospect from first meeting to closed gift.

Nonprofits & education · SalesHubSpotStripeGoogle Sheets
Grant Deadline Tracker

Grant Deadline Tracker

See every LOI, application, and grant report deadline in one place.

Nonprofits & education · FinanceGoogle SheetsGoogle DriveAsana
Volunteer Shift Scheduler

Volunteer Shift Scheduler

Fill weekly volunteer shifts and spot coverage gaps at a glance.

Nonprofits & education · SchedulingGoogle SheetsTwilioSlack
Invoice & AR Aging Tracker

Invoice & AR Aging Tracker

Log invoices, watch 30, 60, and 90 day aging buckets, and get a collections call list.

Any team · FinanceGoogle SheetsStripe
OKR Tracker

OKR Tracker

Set quarterly objectives, check in weekly, and see which key results are at risk.

Any team · OperationsNotionLinearSlack
Team PTO Calendar

Team PTO Calendar

One grid of who is out when, with balances and overlap warnings.

Any team · SchedulingGoogle SheetsSlack
Vendor Contract Renewal Tracker

Vendor Contract Renewal Tracker

Never miss a notice window or eat another surprise auto-renewal.

Any team · FinanceGoogle SheetsGoogle DriveSlack
Hiring Funnel Tracker

Hiring Funnel Tracker

See every candidate by stage and spot where your hiring pipeline leaks.

Any team · PeopleGoogle SheetsSlackNotion

Most small nonprofits run development on a Google Sheet named something like Major Gifts FY26, with a row per prospect and a color code nobody remembers, a grants calendar that mixes LOI dates, application deadlines, and report due dates in one column, and volunteer signups in whatever tool the last coordinator preferred. The numbers the board asks for, pipeline by stage, donor renewal rate, dollars raised against the $400,000 goal, shifts filled versus shifts needed, take a day of copy-paste to assemble before every meeting.

Spreadsheets break in specific ways here. A grant report deadline lives in one person's calendar, and when they leave, the reminder leaves with them; a missed report can cost you the next funding cycle. The donor sheet has no giving history, so nobody notices that the $5,000 prospect gave $10,000 two years ago and is being under-asked. Volunteer coverage gaps surface Saturday morning instead of Tuesday. And every version of the pipeline emailed to the board becomes a competing source of truth.

A shared tool fixes the single-owner problem. Every LOI, application, and report deadline sits in one tracker with an owner and a status the whole team can see. The donor pipeline shows each prospect's stage, ask amount, and history, and the board report becomes a view you open, not a weekend you lose. The templates below already work this way on sample data. Start from one, describe your stages, campaigns, and program names, and it reshapes itself around them.

Common questions

Can we bring in our existing donor and grant spreadsheets?

Yes, once you have started from a template. Every template opens as a working example running on sample donors, grants, and shifts, so you can judge it before committing. After you make it yours, you load your real records, usually from a CSV export of the sheets you use today.

We have no budget for custom software. What does this actually take?

There is no build phase and no consultant. The template already works; you change it by typing what you want in plain language, like add a Lapsed stage or track restricted versus unrestricted gifts. The effort is closer to setting up a spreadsheet than to rolling out a CRM.

Our programs and fund categories are unusual. Will a template fit?

Templates are examples to start from, not products to conform to. Rename stages, add fields for fund restrictions or fiscal sponsorship, split one pipeline into three campaigns: you describe the change and the tool updates. If you can explain it to a new staff member, you can ask the tool for it.

The tool you actually need is one description away.

Start from a template above or from a blank page: either way, you describe it and Prized builds it.

Build your ownBrowse all templates

Templates for other teams

Coffee shopsRestaurantsHVAC contractorsGeneral contractorsLandscaping companiesDental practicesPhysical therapy clinicsGyms and fitness studiosSalons and spasAuto repair shopsLaw firmsAccounting firmsMarketing agenciesReal estate brokeragesProperty managersEcommerce brandsTrucking companiesWholesale distributorsSmall manufacturersSaaS startupsTutoring centers

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