Non-Profit Organization

Easily track grants and initiatives with a structured board. From identification to contract and ongoing management.

About This Template

The Non-Profit Organization template is designed for grant management and initiative tracking. The workflow covers the complete grant lifecycle from initial identification through ongoing management and closure.

Task types help track status at a glance with five visual indicators. These status markers keep your team aligned on where each grant or initiative stands without opening individual cards — from active work and urgent deadlines to completed actions and final submissions.

Perfect for non-profits managing multiple funding sources, grant applications, and long-term initiatives simultaneously. Whether you're tracking foundation grants, government funding, or internal initiatives, this template provides structure and visibility.

What's Inside

Columns Included

IdentificationPrioritizationEngagementProposalApplicationsPre-awardContractOngoingClosed

Task Types

In ProgressUrgentCompleted ActionFinal Review PhaseSubmitted

Key Features

  • 9-stage grant pipeline
  • Status tracking task types
  • Identification phase
  • Application tracking
  • Contract management
  • Ongoing initiative tracking

Who Is This Template For?

  • Non-profit organizations
  • NGOs
  • Grant managers
  • Foundations
  • Social enterprises

Ready to get started?

Learn how to create a board from this template in just a few steps.

Read the step-by-step guide

Frequently Asked Questions

How do I create a board from this template?

Creating a board is easy! Navigate to your project, click the + button next to Boards, select this template, customize the settings, and click Create. For a detailed walkthrough, check out our step-by-step guide.

What stages are included for grant management?

Nine stages: Identification, Prioritization, Engagement, Proposal, Applications, Pre-award, Contract, Ongoing, and Closed.

Can I track grant deadlines?

Yes, you can use task due dates and the Urgent task type to highlight time-sensitive applications.

Is this template only for grants?

While designed for grants, it works well for any initiative-based work with multiple stages from identification to completion.

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