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
Use this templateGift board
GiftsRequested6
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 morePledged8
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 morePaid6
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 moreThanked10
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 moreTables
Gifts
30 sample rows · 13 columnsEvery gift from the first ask to the thank-you letter: what was asked, promised, paid and receipted.
| Gift | Donor | Kind | Fund | Amount | Status | Appeal |
|---|---|---|---|---|---|---|
| Annual fund gift, autumn | Gideon Wetherell | Cash | General | $90 | Thanked | Annual fund |
| Annual fund gift, spring | Philippa Underhay | Cash | General | $120 | Thanked | Annual fund |
| Annual fund gift, winter | Fenwick Mbeki | Cash | General | $200 | Thanked | Annual fund |
| Credit union tutoring gift | Westmark Credit Union | Cash | Youth tutoring | $1,800 | Thanked | Spring tutoring appeal |
| Spring tutoring gift | Osmund Adeyemi | Cash | Youth tutoring | $300 | Thanked | Spring tutoring appeal |
| Hardware store coat gift | Calder Ferry Hardware | Cash | Winter coats | $750 | Thanked | Winter coat drive |
| Rotary coat drive gift | Orchard Row Rotary Club | Cash | Winter coats | $1,100 | Thanked | Winter coat drive |
| Guild food drive gift | Redwater Chapel Guild | Cash | Food pantry | $1,000 | Thanked | Fall food drive |
| Lumber store shelf boards | Fennimore Lumber and Supply | In-kind goods | Food pantry | $900 | Thanked | Fall food drive |
| Individual food drive gift | Ione Quarles | Cash | Food pantry | $180 | Thanked | Fall food drive |
| Foundation tutoring grant, first half | Harrow Tide Family Foundation | Grant | Youth tutoring | $7,500 | Paid | Spring tutoring appeal |
| Annual fund gift, summer | Yara Inglesby | Cash | General | $150 | Paid | Annual fund |
18 more rows
Donors
15 sample rows · 9 columnsThe people, businesses and congregations that give, and how each likes to be reached.
| Donor | Donor number | Kind | Phone | Prefers | Giving since | |
|---|---|---|---|---|---|---|
| Calder Ferry Hardware | D-1001 | Business | calder.ferry.hardware@marrowgate-mailbox.net | (619) 555-0150 | Oct 5, 2024 | |
| Fennimore Lumber and Supply | D-1005 | Business | fennimore.lumber.and.supply@marrowgate-mailbox.net | (619) 555-0154 | Phone | Oct 5, 2020 |
| Fenwick Mbeki | D-1010 | Individual | fenwick.mbeki@marrowgate-mailbox.net | (619) 555-0159 | Oct 5, 2022 | |
| Gideon Wetherell | D-1013 | Individual | gideon.wetherell@marrowgate-mailbox.net | (619) 555-0162 | Apr 6, 2026 | |
| Harrow Tide Family Foundation | D-1004 | Foundation | harrow.tide.family.foundation@marrowgate-mailbox.net | (619) 555-0153 | Oct 5, 2021 | |
| Ione Quarles | D-1012 | Individual | ione.quarles@marrowgate-mailbox.net | (619) 555-0161 | Oct 5, 2020 | |
| Jasper Kasprzak | D-1008 | Individual | jasper.kasprzak@marrowgate-mailbox.net | (619) 555-0157 | Phone | Oct 5, 2024 |
| Leopold Oyelaran | D-1014 | Individual | leopold.oyelaran@marrowgate-mailbox.net | (619) 555-0163 | Phone | Jul 20, 2026 |
| Odalys Varga | D-1007 | Individual | odalys.varga@marrowgate-mailbox.net | (619) 555-0156 | Oct 5, 2018 | |
| Orchard Row Rotary Club | D-1006 | Congregation | orchard.row.rotary.club@marrowgate-mailbox.net | (619) 555-0155 | Oct 5, 2019 | |
| Osmund Adeyemi | D-1009 | Individual | osmund.adeyemi@marrowgate-mailbox.net | (619) 555-0158 | Oct 5, 2023 | |
| Philippa Underhay | D-1011 | Individual | philippa.underhay@marrowgate-mailbox.net | (619) 555-0160 | Phone | Oct 5, 2021 |
3 more rows
Appeals
4 sample rows · 7 columnsThe drives and letters that bring gifts in, each with a goal and an end date.
| Appeal | Fund | Goal | Opens | Closes | Gifts |
|---|---|---|---|---|---|
| Fall food drive | Food pantry | $20,000 | Jun 15, 2026 | Nov 9, 2026 | Fall 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 drive | Winter coats | $10,000 | Jun 1, 2026 | Nov 16, 2026 | Coat drive cash ask, Credit union coat match, Coat drive pledge, Guild coat drive gift, Rotary coat drive gift, Hardware store coat gift |
| Spring tutoring appeal | Youth tutoring | $36,000 | Apr 20, 2026 | Nov 30, 2026 | Tutoring appeal letter reply, Foundation program request, Rotary tutoring sponsorship, Foundation tutoring grant, first half, Spring tutoring gift, Credit union tutoring gift |
| Annual fund | General | $55,000 | Mar 23, 2026 | Dec 28, 2026 | Annual 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 |
Views
Due dates
GiftsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8Annual fund pledge, fall
9Guild pantry monthly pledge
10
11
12Lumber donation for shelves
13Canned goods match pledge
14Annual fund pledge, spring
15
16Credit union coat match
17
18
19
20
21Annual fund spring mailerRotary tutoring sponsorship
22
23Coat drive pledge
24
25
26Fall food drive pledge card
27
28
29Coat drive cash ask
30
31
Forms and booking
Make a pledge
FormMake a pledgeWhere a donor tells the alliance what they plan to give and when.
What would you like to call your gift? *
Is it cash, goods or a pledge? *CashPledgeIn-kind goodsGrant
Which program should it support? *Food pantryWinter coatsYouth tutoringGeneral
What is it worth in dollars? *
When can we expect it? *
Send my pledgeDashboards
Giving overview
GiftsGifts by status
- Requested6
- Pledged8
- Paid6
- Thanked10
Amount by fund
- Food pantry$11,730
- Winter coats$8,650
- Youth tutoring$27,350
- General$2,060
Pledged, not yet paid$10,450
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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