Donor lists, volunteers, members and grant paperwork deserve better than a shared spreadsheet — but licence fees eat into your cause. BPA1 Personal is free, and sensitive supporter data stays on your own computer, not in someone else's cloud.
Donors and their donations with campaign, method and receipt number. Generate a PDF receipt from a report, and an end-of-year donations summary for your treasurer — exported to Excel for the accountant.
"A donor register recording each donation with campaign and receipt number, a printable receipt, and a yearly totals report by donor."
Volunteers with skills, availability, working-with-children checks and expiry dates. A scheduled automation emails the coordinator when clearances are about to lapse, and a roster report covers the coming month.
"A volunteer roster with skills, availability and clearance expiry dates, emailing the coordinator a month before any clearance expires."
Members, renewals and fees with a "lapsed members" saved query. Import last year's list from Excel, keep it clean with validation rules, and hand the committee a membership report at the AGM.
"A membership register with join date, renewal date and fees paid, a lapsed-members list, and an AGM membership summary report."
Track the grants you apply for — funder, amount, deadlines, outcome — with the application documents attached and acquittal milestones per grant. Ask AI can answer questions from the funding agreements you've stored.
"Track grants we've applied for with funder, amount, deadline and outcome, plus acquittal milestones and the agreement documents attached."
No per-seat licences, and donor details never leave the machine they're entered on. Hand the whole thing to the next volunteer as a single file.
Get it from the Microsoft Store