OKAPENNY FIELD NOTES

How to build a charity fundraising pipeline

A simple system for keeping applications moving.

Give every prospect a stage

Research, contacted, drafting, submitted, awarded and declined describe different work. Move a prospect only when something has actually changed.

Record an ask and a next action

An amount alone is not a plan. Add a named project, an action such as “confirm eligibility”, and a date you can realistically meet.

Separate pipeline from income

An application amount is a possibility. Count income only when an award is confirmed and use your finance team’s reporting approach.

Back up your work

Okapenny’s launch CRM saves in your browser. Export a JSON backup to restore it later and a CSV for review. Clearing browser storage removes the local copy.