The Nonprofits Pack is how Small Biz Data works with community nonprofits and charities. It starts with restricted money: knowing what each grant and gift may be spent on, reporting to funders on time, and keeping one record for every donor.
Human services, education and youth, arts and culture, health and community nonprofits, foundations that run programs, and membership associations. Their data sits across a donor or fundraising database, online giving and event tools, grant files and funder portals, program or case-management tools, payroll and the books.
Program expenses as a share of total expenses
Where It Comes From: Books by functional class
Unrestricted cash and investments divided by average monthly expenses
Where It Comes From: Books
Share of restricted grants and gifts with their own balance in the books
Where It Comes From: Books by class or fund
Share of funder reports submitted by their due date
Where It Comes From: Grant calendar
Share of last year's donors who gave again this year
Where It Comes From: Donor database
Share of gifts thanked within two business days
Where It Comes From: Donor database
Fundraising expenses divided by contributions raised
Where It Comes From: Books and donor database
Total individual giving divided by number of gifts
Where It Comes From: Donor database
Days after month end until the books are final, including grant balances
Where It Comes From: Close checklist
Staff hours spent assembling each funder report
Where It Comes From: Time entries or a two-week sample
Targets are set from your own history, never from industry averages.
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Drafts grant applications and funder reports from the organization's approved program descriptions and its own results, for staff to check and finish
Stays out: Client or beneficiary case records, any figure the organization hasn't verified
Drafts gift acknowledgments, appeals and donor updates in the organization's voice
Stays out: Donor giving histories beyond what the letter needs, payment details
Answers staff and volunteer questions about how the organization does things
Stays out: Personnel files, client records
Turns the month's reports into a plain-language board packet draft
Stays out: Confidential personnel or legal matters
Small Biz Data organizes and connects the organization's data. It does not give legal, tax or audit advice. Form 990, the audit and how restricted gifts are released are the organization's and its CPA's and auditor's decisions. Grant applications and reports use the organization's own program results; AI never invents outcomes or numbers. Client and beneficiary case records stay out of AI tools unless the organization's policy and any funder or privacy rules allow it.
Twenty yes-or-no statements written for Nonprofits. About five minutes, nothing to sign up for.
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes
