SmartSuite for Non Profits
SmartSuite unifies program management, fundraising, volunteer coordination, compliance, and operations—replacing disconnected nonprofit systems with one modern, connected platform.

Transform Programs, Fundraising & Operational Workflows
Nonprofits often manage essential processes across separate systems — from program management and fundraising tools to volunteer platforms, compliance systems, and spreadsheets. These disconnected tools create inefficiencies, data gaps, and slow coordination across teams.
SmartSuite brings these workflows together in one connected platform—improving visibility, standardizing processes, and helping nonprofits deliver impact more effectively.
SmartSuite helps nonprofit organizations:
- Integrate programs, fundraising, volunteers, compliance, and operations
- Reduce fragmentation across planning, reporting, and engagement
- Standardize workflows for grants, programs, requests, and approvals
- Improve coordination between staff, volunteers, partners, and donors
- Gain real-time visibility into activities, impact, risks, and performance

Integrated Campus Ops
Academic • Admin • Compliance
Unified data + connected institutional workflows
Connected programs
Requests • Approvals • Services • Reviews
One platform replacing fragmented education systems
Rapid Implementation
Prebuilt education solutions speed adoption
No-code tools adapt quickly across departments
Manage Programs with Connected, Impact-Driven Workflows
Centralize program planning, service delivery, case tracking, and impact reporting in one system. Standardize intake, tasks, and follow-ups to improve service consistency across locations and teams.

Strengthen Fundraising and Donor Engagement
Track donors, campaigns, pledges, and grants in a unified workflow. Automate acknowledgments, segment donors, and manage campaign performance with real-time visibility into fundraising progress.

Coordinate Volunteers with Ease
Schedule, track, and manage volunteer activities using mobile-ready workflows. Assign tasks, capture hours, and streamline onboarding to keep volunteer programs running efficiently.

Simplify Compliance and Grant Reporting
Automate documentation, evidence collection, and reporting for grants, audits, and regulatory requirements. Maintain transparency and accuracy with structured workflows and audit-ready records.

Features Solutions for Non-Profit
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Plan, track, and report on programs and services with connected workflows for activities, outcomes, and impact metrics.
Manage grant applications, deadlines, reporting, requirements, and evidence in one structured, audit-ready workflow.
Track donors, campaigns, pledges, and contributions with connected workflows for segmentation, stewardship, and performance reporting.
Coordinate volunteer onboarding, scheduling, assignments, and hours-tracking with mobile-ready workflows for teams and events.
Ensure adherence to AS9100, ITAR, DFARS, CMMC, and aerospace regulatory mandates with structured workflows and audit-ready reporting across programs and operations.
Track data protection requirements, manage privacy risks, and automate compliance with standards such as GDPR, NIST Privacy Framework, and defense-related data handling rules.
Define critical services, map dependencies, and validate recovery strategies to ensure business continuity, regulatory alignment, and organizational resilience.
Why SmartSuite for Non-Profit
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Connected Mission Operations
Unify program delivery, fundraising, volunteer coordination, and service management to improve efficiency and increase mission impact.
Built for Nonprofit Compliance
Support frameworks like IRS reporting, grant compliance, HIPAA (for health orgs), and state-level requirements with audit-ready workflows.
No-Code Flexibility
Easily adapt workflows for grant cycles, donor management, volunteer onboarding, or program reporting — no technical resources needed.
AI-Powered Efficiency
Use SmartSuite AI Assist to summarize program data, generate grant reports, automate donor communications, and surface insights that maximize impact.
Aligned with Regulatory Frameworks
Map controls and evidence to the frameworks your institution follows.
- FFIEC, CRI Profile, SOX, and OCC guidelines
- NIST and ISO cybersecurity standards
- Vendor oversight and audit traceability


AI That Adapts to Your Industry — On Your Terms
SmartSuite embeds AI directly into your workflows to accelerate automation, reporting, and insight generation — while giving you complete control over which models you use and how your data is handled.
Choose from OpenAI, Anthropic, Google Gemini, AWS Bedrock, Azure, Perplexity, Nscale, IBM watsonx, and Xai. Connect your own API keys for full privacy and compliance.
- Bring Your Own AI
Accelerated first-response targets for high-severity issues, so critical incidents are acknowledged, triaged, and moving toward resolution as quickly as possible.
- AI in Action
Use AI to generate compliance reports, summarize audits, and build automations that enhance accuracy and efficiency.
- Data Privacy by Design
SmartSuite never uses customer data for model training. All AI calls route securely through your credentials.
- Customizable Intelligence
Mix models for different needs — reporting, content creation, risk analysis — and tailor performance per workflow.
A Unified Platform for People, Processes, and AI
SmartSuite unites people, data, AI, and systems on one open platform—designed to integrate with anything, secure everything, and adapt to any business process. From industry-specific workflows to enterprise integrations, SmartSuite gives every team the flexibility to work smarter together.
AI powered solutions, purpose built for any industry, delivered on a single platform.
A single platform that powers every process to become smarter, faster and more connected.
Your control tower to select, govern, and monitor any AI model used in SmartSuite—ensuring visibility, compliance, and security across every workflow.
Connect SmartSuite to any system or data source with enterprise-grade security and governance.
Frequently Asked Questions
Common questions from banks, credit unions, and fintech teams.
Ready to Power Connected Nonprofit Operations?
Discover how leading nonprofits use SmartSuite to streamline programs, improve fundraising coordination, strengthen compliance, and maximize mission impact.