Nonprofit / NGO on AtlasOS
AtlasOS for Nonprofit (nonprofit) is a fundamentally different configuration. The sidebar replaces client-centric groups with Relationships (Donor CRM, Donor Portal), a Mission group (Campaigns, Grants, Programmes), and a Governance group. Entities become Donors, engagements become Grants / Pledges, and services become Programmes.
Default Configuration
| Setting | Value |
|---|---|
| Firm Type Key | nonprofit |
| Solo Mode | No |
| Default Landing View | Tasks |
| Entity Types | NPO, Individual, Pty (Ltd), Trust |
Modules Enabled by Default
| Module | Status | Notes |
|---|---|---|
| Smart Inbox | ON | AI-powered email triage via Gmail |
| Tasks | ON | Programme tasks, grant deliverables, governance actions |
| Compliance Calendar | ON | NPO Directorate, DSD, SARS PBO deadlines |
| Client Portal | ON | Donor portal — branded portal for donor communication |
| Onboarding Forms | ON | Donor/volunteer intake forms |
| Chat | ON | Real-time chat with donors via portal |
| AI Agents | ON | Autonomous workflow agents |
| Donor CRM | ON | Donor profiles, giving history, segmentation |
| Fundraising | ON | Campaign management, donation forms |
| Grant Management | ON | Grant pipeline, application tracking, funder reporting |
| Programme Impact | ON | Programme tracking, beneficiary outcomes |
| Broadcasts | ON | Donor email campaigns, impact updates, newsletters |
| Donor Communications | ON | Donation receipts, acknowledgements |
| Section 18A | ON | Automated Section 18A tax receipt generation (ZA PBOs) |
| Board Governance | ON | Board meetings, resolutions, compliance actions |
Modules Disabled by Default
Time Tracking (OFF), Billing (OFF), Sales CRM, Contracts, AFS Reports, Management Accounts, Audit, CIPC/Secretarial, Payroll Obligations, Accounting Sync, SLA Tracking, Project Milestones, Volunteer Management.
Note: Note: Time Tracking, Billing, and Sales are OFF by default for nonprofits. Enable in Settings → Modules if your organisation bills for services.
Compliance Bodies
| Jurisdiction | Bodies | Pre-Seeded Obligation Types |
|---|---|---|
| South Africa | NPO Directorate, DSD, SARS PBO | NPO Annual Return, DSD Compliance Annual, SARS PBO Annual, SARS IT12EI Annual, B-BBEE Annual |
| Zambia | NGO Board, ZRA, PACRA | ZM NGO AR Annual, ZM ITX Annual, PACRA Annual Return |
Terminology
| Standard Label | Nonprofit Label | Where It Appears |
|---|---|---|
| Client | Donor | Sidebar, entity cards, search, breadcrumbs |
| Clients | Donors | Sidebar group label, entity list heading |
| Engagement | Grant / Pledge | Engagement references, billing |
| Compliance Deadlines | Regulatory Obligations | Compliance calendar, deadline rules |
| Service | Programme | Service type dropdowns, reports |
Sidebar Layout
The Nonprofit sidebar is entirely restructured:
| Group | Label | Items | Expanded? |
|---|---|---|---|
| — | (standalone) | Dashboard | — |
| — | (standalone) | Smart Inbox | — |
| Work | Work | Tasks, Calendar | Yes |
| Relationships | Relationships | Donors (Donor CRM), Donor Portal | Yes |
| Mission | Mission | Campaigns (Fundraising), Grants, Programmes | Yes |
| Governance | Governance | Board Governance, Compliance Rules | No |
| Documents | Documents | Documents | No |
| Admin | Administration | Activity Log, AI Agents, Settings | No |
Key Differences from Accounting Layout
- Completely different group structure — no Finance, Clients, Compliance, Reporting, or Audit groups
- Relationships group replaces Clients — contains Donor CRM and Donor Portal
- Mission group is unique to nonprofits — Campaigns, Grants, Programmes
- Governance group is unique to nonprofits — Board Governance and Compliance Rules
- Donor CRM replaces entity list as the primary donor management tool
- Client Portal relabeled to Donor Portal
- Compliance relabeled to Compliance Rules
- No Time & WIP, Billing, Sales CRM, Contracts (OFF by default)
- No Projects, Workflows, Entity Groups, Persons, Account Manager
- No Bank Statements, Financial Reports, Practice Intelligence
Nonprofit Module Groups
The Settings → Modules page for nonprofits uses a different group ordering:
| Group | Modules |
|---|---|
| Relationships | Donor CRM, Client Portal, Donor Communications |
| Revenue & Grants | Fundraising, Grant Management, Section 18A, Broadcasts |
| Programmes & Delivery | Programme Impact, Volunteer Management |
| Governance | Board Governance |
| Operations Backbone | Smart Inbox, Tasks, Compliance Calendar, Onboarding Forms, Chat, AI Agents |
| Shared Finance | Time Tracking, Billing, Sales CRM, Contracts, Accounting Sync |
| Reporting & Admin | Management Accounts, AFS Reports, Audit, CIPC, Payroll, SLA Tracking, Project Milestones |
Nonprofit-Specific Features
Donor CRM
Full donor relationship management:
- Donor profiles with giving history, segments, and relationship timeline
- Donation tracking with recurring donation support
- Donor segmentation for targeted communications
- Donor portal for self-service giving and document access
→ Full documentation: Donor CRM
Fundraising Campaigns
Launch and manage fundraising campaigns:
- Campaign creation with targets, timelines, and branding
- Donation form generation for online and offline giving
- Campaign analytics with progress tracking
- Pledge management with follow-up workflows
→ Full documentation: Fundraising Campaigns
Grant Management
End-to-end grant lifecycle management:
- Grant pipeline from application to final report
- Grant-specific obligations, milestones, and financials
- Funder reporting deadline tracking per grant
- Budget vs actual tracking per grant
→ Full documentation: Grant Management
Programme Impact
Track programme delivery and beneficiary outcomes:
- Programme definitions with theory of change
- Beneficiary tracking and outcome measurement
- Impact reporting for funders and board
Section 18A Receipting
Automated Section 18A tax receipt generation (South Africa only):
- Issue donor tax receipts compliant with SARS requirements
- Bulk receipt generation per financial year
- Receipt tracking with donation reference cross-linking
- Disabled automatically for non-ZA jurisdictions
→ Full documentation: Section 18A
Board Governance
Board meeting and governance management:
- Board meeting calendar with agenda and minutes
- Resolution tracking with voting records
- Board composition, term dates, and committee memberships
- Full governance audit trail
→ Full documentation: Board Governance
NPO Compliance
Regulatory compliance for registered nonprofits:
- NPO Directorate annual return tracking
- DSD compliance submissions
- SARS PBO annual return
- B-BBEE annual reporting
→ Full documentation: NPO Compliance
Next Steps
- Donor CRM — Donor relationship management
- Fundraising Campaigns — Campaign management
- Grant Management — Grant pipeline and reporting
- Section 18A — Donor tax receipting
- Board Governance — Meeting minutes and resolutions
- NPO Compliance — Regulatory obligation tracking
- Donor Portal — Self-service donor access