The Odoo NGO management system brings fundraising, grant management, community records, and monitoring into one Odoo NGO ERP module. It links donor commitments, project delivery, and posted spending so nonprofit teams can answer financial and program questions without rebuilding reports.
Main Capabilities
1. Donor Management and Fundraising
- Donor records: Track commitments, donor segments, campaigns, receipts, and statements.
- Online giving: Accept website donations designated to a campaign or program when configured.
2. Grant Management and Compliance
- Grant lifecycle: Record applications, awards, milestones, sub-awards, and closeout activities.
- Compliance tracking: Apply checklists and export grant-specific audit bundles.
3. Restricted Funds and Budget Controls
- Fund structure: Organize restricted funds using parent and child fund records.
- Grant expenses: Compare budgets against posted actuals; tag purchases and expenses and configure overspend warnings or blocks.
4. Beneficiary Management
- Beneficiary records: Track communities, households, eligibility, and participation.
- Field delivery: Record service events, outreach, training attendance, and service histories.
5. NGO Monitoring and Evaluation
- Program outcomes: Connect strategic programs to Odoo Projects and logframe goals.
- M&E: Track indicators, targets versus actuals, evaluations, and lessons learned.
6. Reports and Portals
- Executive reporting: Use portfolio dashboards and printable donor, grant, finance, and impact reports.
- Portal access: Share donor giving history and implementing partner agreements.
Compatibility and Requirements
Supports Odoo 18 and 19 Community and Enterprise, on Odoo.sh and on premises. Requires Contacts, Discuss, Portal, Website, Website Payment, Project, Invoicing, Purchase, and Expenses.
Product Scope
The module extends, not replaces, Odoo Accounting. Online giving requires a configured Website Payment provider. Optional features must be enabled in NGO Suite settings.
