Transform Your Nonprofit with FundZola: 7 Essential Modules for Indian Nonprofits to Simplify Donor Management And Fundraising
- Vishwa Poojitha
- Aug 19
- 4 min read
Updated: Aug 20
If you’re an NGO leader, finance head or Fundraising manager you’ve likely faced this situation:
“We spend more time fixing donor records than fundraising.”
“Generating 80G and Fund Utilization Certificates manually? It’s a full-time job.”
Whether you're managing hundreds of donors, reporting to corporate funders or preparing for audits, working across Excel files, Google Drive folders and WhatsApp confirmations drains time and creates clunky processes. Manual donor tracking, certificate generation and fragmented expense logs often hold back your impact. We heard you. And we built something better.
What is inside FundZola : Built for Indian Nonprofits
FundZola is an all-in-one donation and fund management system built specifically for NGOs, CSR programs and social impact organizations in India. This application is built using Zoho Creator, a low-code platform that lets you implement solutions 10X faster.
FundZola is your central hub for:
Donor and donation tracking
Automated 80G certificate generation
Fund Utilization Certificates (FUCs)
Budgeting and program-level expense tracking
Real-time reporting across donors, donation deals and programs
1.Program Management
As an NGO, you probably run multiple programs with different budgets and goals. With this module, you can keep everything organized in one place. You’ll clearly see the total budget, how many beneficiaries you’re reaching, allocate funds to major heads like administrative expenses or field trips, and set the program as Active or Inactive whenever needed.(Refer pic 1.1)
2. Deals Pipeline (Pre-Donation Tracking)
Track potential donations before they’re confirmed. In this module, you can:
Enter the deal name
Select the program
Assign the donor
Add the deal amount
(Refer pic 1.2)
Deal Pipeline & Tracking
Visually manage deals using a Kanban board just drag and drop deals across stages like Follow-up, Confirmed, and Closed.(Refer pic 1.3)
Deal to Donation Conversion
Once a deal is closed, convert it into a donation with one click. It’s auto-recorded in the Donation Module, and you can instantly generate and send the 80G certificate to the donor.(Refer pic 1.4)
3. Donor Management
Managing and tracking donor data is important for sending program updates, tracking contributions and maintaining compliance. With the Donor Module, you can capture key details like name, email, phone, and other details for KYC compliance.(Refer Pic 1.5)
Each donor is assigned a unique ID to avoid duplication. All donations are automatically linked to the respective donor.(Refer Pic 1.6) This gives you a complete, searchable donation history to help you view all donations and analyze your engagement. It ensures transparency and simplifies audit reporting.
4.80G Certificate Management
To ensure compliance with tax exemption regulations, the system enables automated generation of 80G certificates(Refer pic 1.7), offering:
Pre-configured, customizable email templates.
Options to send certificates via email or download them manually.
Picture 1.7: 80G certificate
5.Donation Management
In the Donation Module, you can easily track and manage all contributions with complete clarity.
Auto-Generated Donation Numbers
Each donation is assigned a unique ID, helping you stay organized and audit-ready.(Refer pic 1.8)
Flexible Donation Handling You can record:
Direct Donations without linking to deals
Tranche Donations for installment-based contributions
Larger commitments can be managed through the Deals Module and converted once confirmed
(Refer pic 1.9)
This ensures every type of donation is captured accurately, whether it’s a one-time gift or a multi-part pledge.
6. Expense Tracking
In the Expense Module, you can track how donations are used within each program offering full transparency to donors.(Refer picture 2)
users can categorize expenses as Direct or Split Expenses:
Direct Expense: Allocated to a specific major head and applied to open donations linked to the program.
Split Expense: Expenses can be manually distributed across multiple donations if needed.(Refer Pic 2.1: )
Real-Time Tracking: Expenses update the Donation Module, showing:
Budgeted Amount
Total Expenses
Remaining Balance(Refer Picture 2.2)
7️. Fund Utilization Certificates (FUCs)
Generate FUCs
Easily create and send Fund Utilization Certificates to donors using customizable templates. A standard format is available and can be tailored to meet donor requirements. (Refer Picture 2.3)
Interactive Reports & Charts View organization-wide donation utilization with filters for donors, programs, and deals.
Pivot Summary
Get a clear breakdown of total budget, expenses spent, and remaining funds—ensuring every rupee is transparent and traceable.(Refer Picture 2.4)
Mobile View:
FundZola offers a seamless and consistent experience across all devices.(Refer Pic 2.5) Access it anytime, anywhere, to manage your nonprofit’s donations and finances effortlessly.
Getting Started with EdZola
Whether you’re looking to streamline donation management or improve financial tracking with compliance and audit readiness, FundZola has you covered. Leading NGOs in education and livelihood are already leveraging it to amplify their impact.
Zoho Creator enables nonprofits to streamline operations with ease. Its low-code platform eliminates costly IT dependencies and offers an affordable solution that teams can quickly adopt. If you want to explore Zoho Creator, start your 15-day free trial.
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