Simplifying Fundraising. Strengthening Trust. Securing Transparency.
One ERP to collect donations, issue 80G certificates, track bank settlements, manage volunteers, and present impact reports — without losing control over compliance.
“We help you focus on your mission — while our systems handle your management.”
— Sumit, Saving Mantra Solution Pvt Ltd
🌟 Introduction & Context
Every successful fundraiser or charity event starts with a noble cause — and is sustained by trust, accountability, and community support. But behind donor generosity lies a maze of paperwork, compliance, cash tracking, and communication gaps that can erode credibility.
Saving Mantra Solution Pvt Ltd bridges this gap with an end-to-end digital platform built for fundraisers, charitable organizations, and social event committees — integrating donation collection, accounting, compliance, and CRM with transparency, automation, and ease of use.
🧩 Comprehensive Services & Tools for Fundraiser & Charity Organizers
📝 1. Registration & Compliance
- Online registration for trusts, NGOs, event committees
- PAN, 80G, 12A, CSR verification
- Auto-submission to Charity/MCA/IT
- Digital vault for deeds & permissions
- Alerts for FCRA & renewals
Outcome: Hassle-free compliance, donor-ready docs.
💳 2. Receipt & Payment
- Centralized donation & sponsorship tracking
- Instant e-receipts with 80G/TDS & QR
- Auto-reconciliation with bank/gateway
- Disbursement & beneficiary payment records
🎟️ 3. RSVP & Check-In
- Digital RSVP for donors & volunteers
- QR-based entry & check-in
- Smart badges for VIP/media/committee
- Real-time attendee dashboards
📊 4. Accounting & Books
- Link bank, UPI, POS, donation channels
- Income-expense, balance sheet, fund flow
- Project / beneficiary ledgers
- Tally integration for audit
🧾 5. CRM & Relationship
- Donor, sponsor, volunteer databases
- Contribution history & logs
- Renewal & birthday reminders
- Segmentation by region, campaign, giving pattern
📣 6. Digital Marketing
- Social + Google Ads for causes
- Email/WhatsApp/SMS campaigns
- Impact stories & thank-you notes
- Real-time conversion tracking
🛍️ 7. Online Store
- Sell merch & donation kits
- UPI/cards enabled
- Stock & delivery from ERP
- Buy-to-donate options
👥 8. HR & Payroll
- Staff & volunteer management
- Attendance & expense claims
- Project-based payroll
✅ 9. Compliance Tracker
- GST, TDS, FCRA, 80G, 12A filings
- Secure archive for all docs
- Auto-signed trustee/government reports
🧮 10. Financial Planner
- Annual donation targets
- Planned vs actual utilization
- Donor trend visualization
- CSR fund utilization reports
🧠 11. SOP Builder
- Event & drive templates
- Volunteer onboarding flows
- Continuity across locations
📋 12. Task & Team
- Task assignment for fundraising & accounts
- Progress dashboards
- Post-event reports
💼 13. CSR & Partner Network
- Connect with CSR & grant agencies
- Identify long-term sponsors
- Build collaborative campaigns
💼 Service Packages
| Tier | Ideal For | Annual Fund Volume | Key Features |
|---|---|---|---|
| Starter | Local Clubs & Small NGOs | < ₹50L | Registration, Accounting, RSVP, Compliance |
| Professional | State or City NGOs | ₹50L – ₹3Cr | CRM, Marketing, Online Store, HR, Filing Tracker |
| Enterprise | National / International NGOs | ₹3Cr+ | Full ERP, CSR Compliance, Donor Portal, Analytics |
📖 10 Real Case Studies — How Saving Mantra Empowers Fundraisers & Charity Organizers
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💌 Case Study 1: Transparent Donation Tracking — Helping Hands Foundation, Mumbai
▼Challenge: Manual receipts and missing donor records.
Solution: Online donation portal with instant e-receipts and auto TDS certificates.
Outcome: 12,000 verified donors; ₹3.2 crore raised with complete traceability.
🧾 Case Study 2: Compliance Automation — Youth Welfare Trust, Pune
▼Challenge: Missed FCRA and audit filing deadlines.
Solution: Compliance Tracker with auto-alerts and e-filing support.
Outcome: 100% on-time filings; zero penalties for 2 years.
🏆 Case Study 3: Event Fundraiser Simplification — Run for Health Charity Marathon, Delhi
▼Challenge: Multiple donation modes, poor accounting visibility.
Solution: Integrated ticketing + payment + accounting dashboard.
Outcome: ₹95 lakh reconciled in 72 hours; full audit trail generated.
📣 Case Study 4: Marketing for a Cause — SmileCare Child Foundation, Bengaluru
▼Challenge: Low online visibility and donor engagement.
Solution: WhatsApp + social campaigns via Digital Marketing Dashboard.
Outcome: 4× donor reach, 2× donation value.
👥 Case Study 5: Volunteer Payroll — Food for All Initiative, Hyderabad
▼Challenge: 250 volunteers managing daily deliveries manually.
Solution: HR & Payroll Automation with attendance and task tracking.
Outcome: 100% stipend transparency, 60% lower admin time.
💼 Case Study 6: CSR Fund Management — Green Earth Project, Chennai
▼Challenge: CSR sponsors needed utilization proof.
Solution: Financial Planner linked with fund-flow dashboards.
Outcome: Auto-generated CSR reports; 3 new sponsors onboarded.
🛍️ Case Study 7: Merchandise for Mission — Animal Rescue Trust, Goa
▼Challenge: Dependence on seasonal donations.
Solution: Online charity store integrated with CRM.
Outcome: ₹18 lakh recurring sales; donor engagement +40%.
📋 Case Study 8: Multi-Chapter Coordination — Women Empowerment Network, India
▼Challenge: Decentralized accounts across 12 states.
Solution: Centralized ERP with unified registration and accounting.
Outcome: Single national dashboard; audit time reduced 70%.
🌐 Case Study 9: Donor Relationship — CareBridge Foundation, Jaipur
▼Challenge: Donor retention dropped after first campaign.
Solution: CRM-driven renewal reminders and personalized impact reports.
Outcome: 80% retention, +25% average contribution.
💰 Case Study 10: Fund Utilization Transparency — Disaster Relief Fund, Maharashtra
▼Challenge: Difficulty proving fund allocation to govt/media.
Solution: Compliance Manager + automated public report generator.
Outcome: Real-time transparency; national CSR recognition.
🔒 Why Fundraisers Choose Saving Mantra
- ✅ Complete transparency from collection to compliance
- ✅ Donor CRM, e-receipts, 80G auto-certificates
- ✅ Secure, compliant data for trusts and NGOs
- ✅ Real-time dashboards for trustees, auditors, donors
- ✅ Integrated CA + CSR filing support
- ✅ Dedicated business advisor for reporting
🌈 Conclusion
Every rupee raised for a cause should inspire confidence — not confusion. Saving Mantra ensures that fundraisers and charity organizers can operate with full transparency, accountability, and efficiency — blending compassion with compliance.
“We bring structure to your service — and trust to your transformation.”
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