Built for Nonprofits

Financial Management for Mission-Driven Organizations

CloudBooks helps nonprofits spend less time on accounting and more time advancing their mission. Get 50% off with our nonprofit discount program.

Apply for 50% DiscountWatch Demo
No setup fees
Free training included

Impact Dashboard

Mission Active
Total Donations YTD
$485,250
+32% vs last year
Growing
1,245
Active Donors
Active
8
Programs
Tracked
12
Grants
Optimal
8%
Admin Costs
Form 990 Status
Ready to File
50%
OFF
15,000+
Nonprofits Served
Organizations worldwide
$2.5B+
Donations Tracked
Through our platform
60hrs
Time Saved Monthly
Through automation
95%
Admin Cost Reduction
On financial management

Why Nonprofits Choose CloudBooks

Purpose-built features and special pricing for mission-driven organizations

Up to 50% off

Nonprofit Discount Program

Special pricing for registered 501(c)(3) organizations

  • 50% discount on all plans
  • Free premium features
  • Unlimited donor records
  • Priority support included
  • Free training & onboarding
  • No setup fees
Included free

Donor Management Suite

Comprehensive tools to track and engage supporters

  • Donor database & profiles
  • Donation tracking
  • Recurring gift management
  • Tax receipt automation
  • Campaign analytics
  • Thank you automation
Included free

Grant & Restricted Funds

Manage grants and restricted funding with ease

  • Fund accounting
  • Grant tracking
  • Budget vs. actual
  • Restricted fund reports
  • Multi-currency grants
  • Funder reporting
Included free

Compliance & Reporting

Stay compliant with nonprofit regulations

  • Form 990 ready reports
  • GAAP compliance
  • Audit trail tracking
  • IRS compliance tools
  • Board reporting
  • Financial transparency

Nonprofit Discount Programs

Special pricing for organizations making the world better

Registered 501(c)(3)

For US-based charitable organizations

50% off all plans
Eligibility:
  • Valid 501(c)(3) status
  • IRS determination letter
  • Active nonprofit status
  • Mission-driven organization

International NGOs

For registered non-governmental organizations

40% off all plans
Eligibility:
  • Registered NGO status
  • Charitable mission
  • Government documentation
  • Active operations

Religious Organizations

For churches, temples, and faith-based groups

45% off all plans
Eligibility:
  • Religious organization status
  • 501(c)(3) or equivalent
  • Active congregation
  • Faith-based mission

Educational Institutions

For schools and educational nonprofits

40% off all plans
Eligibility:
  • Educational nonprofit status
  • Accreditation proof
  • Active student programs
  • Learning-focused mission
Apply for Nonprofit Discount

Comprehensive Donor Management

Build stronger relationships and increase fundraising success

Donation Processing

Accept and track donations from multiple channels

  • Online donation forms
  • Recurring giving
  • One-time donations
  • Memorial/honor gifts
  • Matching gift tracking
  • Multi-currency support

Donor Relationships

Build lasting relationships with supporters

  • Donor profiles & history
  • Communication tracking
  • Engagement scoring
  • Stewardship plans
  • Custom donor segments
  • Wealth screening

Campaign Management

Run effective fundraising campaigns

  • Campaign tracking
  • Goal monitoring
  • Multi-channel campaigns
  • Peer-to-peer fundraising
  • Event management
  • Campaign analytics

Acknowledgment & Receipts

Automate donor recognition and tax receipts

  • Auto thank-you emails
  • Tax receipts (IRS compliant)
  • Personalized letters
  • Donation certificates
  • Year-end statements
  • Custom templates

Grant & Restricted Fund Management

Track every dollar with confidence and compliance

Grant Tracking

Manage the complete grant lifecycle

  • Grant calendar
  • Application tracking
  • Award management
  • Milestone tracking
  • Renewal reminders
  • Reporting deadlines

Fund Accounting

Track restricted and unrestricted funds

  • Fund-level budgets
  • Restriction tracking
  • Inter-fund transfers
  • Fund balance reports
  • Allocation rules
  • Compliance monitoring

Budget Management

Compare actual spending to grant budgets

  • Budget vs. actual
  • Variance analysis
  • Spending forecasts
  • Budget amendments
  • Multi-year budgets
  • Cost allocation

Funder Reporting

Generate reports for grant requirements

  • Custom report templates
  • Automated reports
  • Financial statements
  • Impact metrics
  • Narrative reporting
  • Export to PDF/Excel

Compliance & Nonprofit Reporting

Stay compliant with IRS and funder requirements

IRS Form 990

Generate reports ready for Form 990 filing

  • Part IX expense reporting
  • Revenue classification
  • Program service reports
  • Functional expense allocation
  • Schedule A support
  • Export to tax software

GAAP Compliance

Follow Generally Accepted Accounting Principles

  • Fund accounting standards
  • Net asset classification
  • Contribution recognition
  • Expense allocation
  • Financial statements
  • ASU 2016-14 compliant

Audit Preparation

Be audit-ready with comprehensive tracking

  • Complete audit trails
  • Supporting documentation
  • Internal controls
  • Segregation of duties
  • Approval workflows
  • Change history logs

Donor Reporting

Transparent reporting for funders and supporters

  • Impact dashboards
  • Fund utilization reports
  • Program outcomes
  • Administrative ratios
  • Transparency reports
  • Custom donor reports

Form 990 Ready Reports

Generate all the financial data you need for IRS Form 990 filing. Our reports map directly to Form 990 requirements, saving hours of work.

  • Part IX expense breakdown
  • Revenue classification
  • Functional expense allocation
  • Schedule A calculations
  • Board member tracking

Supported Forms:

Form 990
Form 990-EZ
Form 990-N
Schedule A
Schedule B
Schedule C
Schedule D
State Reports

Nonprofits Making an Impact

Real stories from organizations like yours

HCF

Hope Community Foundation

Community Development

Providing education and healthcare to underserved communities
Challenge:

Managing multiple grants and donor relationships with spreadsheets was becoming unmanageable as they scaled

Solution:

Implemented CloudBooks Nonprofit Edition with donor management and grant tracking

"CloudBooks transformed how we manage our finances. The 50% nonprofit discount made it affordable, and the donor management tools have helped us double our fundraising."

MR
Maria Rodriguez
Executive Director

Results:

2,500+
Donors Managed
75%
Time Saved
100%
Grant Compliance
GEI

Green Earth Initiative

Environmental Conservation

Protecting forests and promoting sustainable practices
Challenge:

Tracking restricted grants across multiple programs with complex reporting requirements

Solution:

Leveraged fund accounting and automated funder reporting features

"The fund accounting features are exactly what we needed. We can now track every restricted dollar and generate funder reports in minutes instead of days."

DC
David Chen
Finance Manager

Results:

45 active
Grants Tracked
-80%
Reporting Time
100%
Fund Compliance
YMA

Youth Mentorship Alliance

Youth Development

Empowering young people through mentorship and education
Challenge:

Needed better visibility into program costs and donor engagement

Solution:

Adopted comprehensive reporting and donor segmentation tools

"Being able to show donors exactly how their contributions make an impact has been game-changing. Our retention rates have never been higher."

SJ
Sarah Johnson
Development Director

Results:

Real-time
Program Visibility
+45%
Donor Retention
$18K/year
Cost Savings

Dedicated Nonprofit Support

Resources and assistance tailored for nonprofit organizations

Free Training Sessions

Live webinars and one-on-one training for nonprofit teams

Nonprofit Community

Connect with other nonprofit finance professionals

Resource Library

Guides, templates, and best practices for nonprofit accounting

Priority Support

Dedicated support team with nonprofit expertise

Implementation Help

Free onboarding assistance and data migration

Regular Updates

Stay current with nonprofit compliance changes

How to Apply for Nonprofit Discount

Simple 3-step process to get started

1

Submit Application

Fill out our simple nonprofit application form

  • Organization details
  • 501(c)(3) documentation
  • EIN/Tax ID
2

Verification

We verify your nonprofit status (usually within 24 hours)

  • Document review
  • Status confirmation
  • Approval notification
3

Start Using

Get instant access with 50% discount applied

  • Discount activated
  • Free onboarding
  • Access all features

Ready to Focus on Your Mission?

Join 15,000+ nonprofits using CloudBooks to manage their finances efficiently

Apply for 50% DiscountWatch Demo
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Free training & onboarding
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