NGO

Beginner · 6 min · Industry modules

NGO is switched on from this screen. It adds screens to record donors and donations with 80G receipts, funds and grants, beneficiaries and volunteers, and the NGO reports.

Open this screen in Stockivio →

NGO

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

A charity must show donors where their money went and give them receipts they can use for tax. Funds and grants often come with conditions on how they are spent. This module keeps donors, funds, beneficiaries and volunteers together. The secretary or accountant switches it on and uses it.

Before you start

Owner or admin login
Check your plan in Plan & Usage
Your 80G registration details at hand

Step by step

Open the screen and switch it onOpen NGO and press the switch-on button. The NGO screens appear in the menu.
Record donors and donationsAdd each donor once, then record every donation against them.
Issue 80G receiptsGive the donor an 80G receipt for the donation, so they can claim the tax deduction. Whether a donation qualifies depends on your registration and the mode of payment; check with your CA.
Manage funds and grantsKeep money in funds for each purpose, and record grants received from companies, trusts or the government.
Record beneficiaries and volunteersList the people you help and the volunteers who give their time.
Run the NGO reportsUse the NGO reports to show donors, trustees and auditors what came in and how it was used.

Worked example

Asha Foundation in Lucknow runs a girls' education programme that sponsors 60 students at Sunrise Public School. On 12 Nov 2026 it receives a ₹25,000 donation from Mr. Anil Srivastava by bank transfer and a ₹5,00,000 CSR grant from a local company.

The secretary opens NGO and presses the switch-on button.
Adds Mr. Srivastava as a donor, records ₹25,000 and issues his 80G receipt.
Records the ₹5,00,000 CSR grant into the "Girls Education Fund".
Adds the 60 sponsored girls as beneficiaries and 8 teachers who tutor on weekends as volunteers.
At quarter end runs the NGO reports for the trustees.

Result: The donor has his receipt, the grant is held in its own fund, and the trustees see money received against the girls supported.

💡 Tips

Issue 80G receipts the same day the donation is received.
Keep restricted grants in their own fund so they are not spent on other work.

⚠️ Common mistakes

Recording all donations in one pool, which makes grant reporting hard.
Issuing receipts for donations that do not qualify. Check the rules with your CA.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: The NGO screen with the switch-on button.
Scene 2: The NGO screens in the menu.
Scene 3: Donor and ₹25,000 donation with 80G receipt.
Scene 4: ₹5,00,000 CSR grant into its fund.
Scene 5: Beneficiaries, volunteers and the NGO reports.