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Common Use Cases

Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.

Manage the business of helping others

Manage The Business   
Of Helping Others

Create an environment with all the tools you need to advance your mission using a single platform. Track supporters and donations, engage with decision makers and manage fundraising to ensure the organization is meeting its goals.

Collaborate with your team right where you’re getting things done to increase efficiency and remove obstacles from your mission to turn supporters into sustainers.


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Manage supporters and volunteers

Manage Supporters &
Volunteers

Cultivate relationships with supporters and turn them into volunteers. Track volunteer availability, interests, skills and experiences.

Find ways to keep volunteers engaged in programming, get them involved in events and continuously support them as they support your cause.

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Manage all your marketing materials

Manage All Your
Marketing Materials

Create and curate a library of all your marketing materials in a central spot so they're readily accessible to your team. Store everything you need to get your message out -digital marketing assets, brand messaging, presentations, style guides, logos, and more.

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Manage budgets and track expenses

Manage Budgets &
Track Expenses

Create budgets for programs, projects, events and your core operations. Then track expenses for every aspect of your budget. Map out expense submission and approval processes to ensure you stay on track.

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Coordinate your fundraising goals

Coordinate Your
Fundraising Goals

Document operational plans and define fundraising goals to support your growth. Create and execute fundraising campaigns that captivate existing donors and find new supporters.

Easily track giving goals and close the loop with donors with ongoing outreach to communicate the value of their support.

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Simplify the donation process

Simplify The
Donation Process

Set the foundation for building long-term donor relationships. Track donor information, donations and giving goals. Set automatic reminders to reach out and connect with your supporters.

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Manage events and programs

Manage
Events & Programs

Enjoy comprehensive workflows to manage simple or complex events. Schedule venues, manage guests, coordinate staff and supporting resources in a central location.

Create rich content programming and map out step-by-step agendas that support your cause.

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Manage any project

Manage
Any Project

Maximize your resources - time, talent and budget - to deliver all the important projects that support the mission of your Nonprofit.

Coordinate volunteers, create milestones, assign tasks, track deliverables and implement cadenced status reporting easily with our project management templates built to jumpstart your delivery capabilities.

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Manage Nonprofit boards

Manage Nonprofit
Boards

Turn your board into one of your strongest assets. Wow board members with organization, efficient board meeting agendas and supporting materials.

Leverage CRM and collaboration features to gain board member participation outside of meetings.

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How SmartSuite Works For Your Teams

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Explore All Features

Nonprofit

Click on the cards below to view a live, read only version of the solution template.
Designed to serve as the front-door for managing inbound requests for assistance or grants, submissions are then flagged for review by nonprofit team members

Click to view live interactive demo of the solution

Assistance Requests

Designed to serve as the front-door for managing inbound requests for assistance or grants, submissions are then flagged for review by nonprofit team members.

Designed to serve as the front-door for managing inbound requests for assistance or grants, submissions are then flagged for review by nonprofit team members
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/BygOH3dIQb/
Use the Board Management solution to run better, more productive board meetings

Click to view live interactive demo of the solution

Board Management

Use the Board Management solution to run better, more productive board meetings, whether you're leading for profit business entities, nonprofits, or public benefit corps. Directors can track attendance, organize meeting minutes, vote, share docs, share files and more with other members.

Use the Board Management solution to run better, more productive board meetings
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/rgSn6LiDM4/
Track and manage changes and brand enhancements in one spot

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Brand Assets

What’s more important than your brand? Track and manage changes and brand enhancements in one spot, while controlling who has access to your most valuable assets.

Track and manage changes and brand enhancements in one spot
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/TF3B9fYowi/
Track charitable donations and other tax-deductible giving

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Donation Tracker

Track charitable donations and other tax-deductible giving.

Track charitable donations and other tax-deductible giving
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/sdBtsHlpGm/
Capture details on your different donors and take care of the people who are essential to your political campaign's success

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Donor CRM

Donors are special. Capture details on your different donors and take care of the people who are essential to your political campaign's success.

Capture details on your different donors and take care of the people who are essential to your political campaign's success
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/biNfDyXWoS/
Track all business expenses quickly and easily

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Expense Tracking

Track all business expenses quickly and easily. Ideal for low-to-medium expense volume.

Track all business expenses quickly and easily
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/DaxNfjGZSc/
Geared for nonprofit organizations to plan and track ongoing fundraising campaigns to add fresh fuel to pursue their purpose

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Fundraising Campaigns

Geared for nonprofit organizations to plan and track ongoing fundraising campaigns to add fresh fuel to pursue their purpose. From simple to complex, you can assign owners, track designs and approvals, and draft the perfect messaging to open the hearts, minds - and wallets - of potential donors.

Geared for nonprofit organizations to plan and track ongoing fundraising campaigns to add fresh fuel to pursue their purpose
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/Pslr1xqEa7/
Manage community and interest group outreach efforts to ensure your organization is engaged with the community

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Community Service Events

Manage community and interest group outreach efforts to ensure your organization is engaged with the community.

Manage community and interest group outreach efforts to ensure your organization is engaged with the community
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/eol95Vr4kW/
Create simple, easy to understand plans

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Single Project

Keep it simple...enjoy a solution to manage a single-project from start to finish. Just because it's simple, doesn't mean it's not smart:)

Create simple, easy to understand plans
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/rY6QZbkfXg/
Organize all your volunteers, including their skills, references, contact information and more.

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Volunteer Management

Organize all your volunteers, including their skills, references, contact information and more. Link individuals to the events at which they're scheduled to volunteer.

Organize all your volunteers, including their skills, references, contact information and more.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/RCWcTF0B6s/

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