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Community nonprofit

Marrowgate Junction Alliance · Community nonprofit · San Diego, CA

Osric Underhill is the development director at Marrowgate Junction Alliance, a community nonprofit, and uses this to follow every gift from the first ask to paid and thanked.

NonprofitWork ordersClient portals4 tables · 6 views · 1 form · 1 dimension set · 1 portal · 1 dashboard · 1 digest · 1 document · 1 stage rule set · 1 agent
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Gift board

Gifts
Requested6
Fall food drive pledge cardCalder Ferry HardwareCash
Coat drive cash askWestmark Credit UnionCash
Tutoring appeal letter replyOsmund AdeyemiCash
Annual fund spring mailerFenwick MbekiCash
Pantry shelving donation requestFennimore Lumber and SupplyIn-kind goods
1 more
Pledged8
Canned goods match pledgeCalder Ferry HardwarePledge
Credit union coat matchWestmark Credit UnionPledge
Guild pantry monthly pledgeRedwater Chapel GuildPledge
Rotary tutoring sponsorshipOrchard Row Rotary ClubPledge
Annual fund pledge, springPhilippa UnderhayPledge
3 more
Paid6
Guild coat drive giftRedwater Chapel GuildCash
Credit union food giftWestmark Credit UnionCash
Pantry freezer fund giftLeopold OyelaranCash
Annual fund gift, summerYara InglesbyCash
Foundation tutoring grant, first halfHarrow Tide Family FoundationGrant
1 more
Thanked10
Rotary coat drive giftOrchard Row Rotary ClubCash
Spring tutoring giftOsmund AdeyemiCash
Annual fund gift, winterFenwick MbekiCash
Guild food drive giftRedwater Chapel GuildCash
Lumber store shelf boardsFennimore Lumber and SupplyIn-kind goods
5 more

Tables

Gifts

30 sample rows · 13 columns

Every gift from the first ask to the thank-you letter: what was asked, promised, paid and receipted.

GiftDonorKindFundAmountStatusAppeal
Annual fund gift, autumnGideon WetherellCashGeneral$90ThankedAnnual fund
Annual fund gift, springPhilippa UnderhayCashGeneral$120ThankedAnnual fund
Annual fund gift, winterFenwick MbekiCashGeneral$200ThankedAnnual fund
Credit union tutoring giftWestmark Credit UnionCashYouth tutoring$1,800ThankedSpring tutoring appeal
Spring tutoring giftOsmund AdeyemiCashYouth tutoring$300ThankedSpring tutoring appeal
Hardware store coat giftCalder Ferry HardwareCashWinter coats$750ThankedWinter coat drive
Rotary coat drive giftOrchard Row Rotary ClubCashWinter coats$1,100ThankedWinter coat drive
Guild food drive giftRedwater Chapel GuildCashFood pantry$1,000ThankedFall food drive
Lumber store shelf boardsFennimore Lumber and SupplyIn-kind goodsFood pantry$900ThankedFall food drive
Individual food drive giftIone QuarlesCashFood pantry$180ThankedFall food drive
Foundation tutoring grant, first halfHarrow Tide Family FoundationGrantYouth tutoring$7,500PaidSpring tutoring appeal
Annual fund gift, summerYara InglesbyCashGeneral$150PaidAnnual fund

18 more rows

Donors

15 sample rows · 9 columns

The people, businesses and congregations that give, and how each likes to be reached.

DonorDonor numberKindEmailPhonePrefersGiving since
Calder Ferry HardwareD-1001Businesscalder.ferry.hardware@marrowgate-mailbox.net(619) 555-0150EmailOct 18, 2024
Fennimore Lumber and SupplyD-1005Businessfennimore.lumber.and.supply@marrowgate-mailbox.net(619) 555-0154PhoneOct 18, 2020
Fenwick MbekiD-1010Individualfenwick.mbeki@marrowgate-mailbox.net(619) 555-0159EmailOct 18, 2022
Gideon WetherellD-1013Individualgideon.wetherell@marrowgate-mailbox.net(619) 555-0162EmailApr 20, 2026
Harrow Tide Family FoundationD-1004Foundationharrow.tide.family.foundation@marrowgate-mailbox.net(619) 555-0153EmailOct 18, 2021
Ione QuarlesD-1012Individualione.quarles@marrowgate-mailbox.net(619) 555-0161MailOct 18, 2020
Jasper KasprzakD-1008Individualjasper.kasprzak@marrowgate-mailbox.net(619) 555-0157PhoneOct 18, 2024
Leopold OyelaranD-1014Individualleopold.oyelaran@marrowgate-mailbox.net(619) 555-0163PhoneAug 3, 2026
Odalys VargaD-1007Individualodalys.varga@marrowgate-mailbox.net(619) 555-0156EmailOct 18, 2018
Orchard Row Rotary ClubD-1006Congregationorchard.row.rotary.club@marrowgate-mailbox.net(619) 555-0155MailOct 18, 2019
Osmund AdeyemiD-1009Individualosmund.adeyemi@marrowgate-mailbox.net(619) 555-0158MailOct 18, 2023
Philippa UnderhayD-1011Individualphilippa.underhay@marrowgate-mailbox.net(619) 555-0160PhoneOct 18, 2021

3 more rows

Appeals

4 sample rows · 7 columns

The drives and letters that bring gifts in, each with a goal and an end date.

AppealFundGoalOpensClosesGifts
Fall food driveFood pantry$20,000Jun 29, 2026Nov 20, 2026Fall food drive pledge card, Pantry shelving donation request, Canned goods match pledge, Guild pantry monthly pledge, Lumber donation for shelves, Credit union food gift, Pantry freezer fund gift, Guild food drive gift, Lumber store shelf boards, Individual food drive gift
Winter coat driveWinter coats$10,000Jun 15, 2026Nov 27, 2026Coat drive cash ask, Credit union coat match, Coat drive pledge, Guild coat drive gift, Rotary coat drive gift, Hardware store coat gift
Spring tutoring appealYouth tutoring$36,000May 4, 2026Dec 11, 2026Tutoring appeal letter reply, Foundation program request, Rotary tutoring sponsorship, Foundation tutoring grant, first half, Spring tutoring gift, Credit union tutoring gift
Annual fundGeneral$55,000Apr 6, 2026Jan 8, 2027Annual fund spring mailer, Annual fund pledge, spring, Annual fund pledge, fall, Annual fund gift, summer, Hardware store paint donation, Annual fund gift, winter, Annual fund gift, spring, Annual fund gift, autumn

Also included

  • Your givingClient portal
  • Gift boardStage rules
  • Thank-you letterDocumentThe letter that goes out with the receipt once a gift is paid.
  • Pledges still waitingDigest

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