$6.99
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CRM dashboard template
Patron Donor Relations Dashboard Template
Patron is a light single-file HTML dashboard template that runs a nonprofit development office across donors, campaigns, pledges, stewardship, and major gifts.
Patron is a donor relations dashboard template for a nonprofit development office. The template is written as the ledger of a fictional institution, the Halloran Opera Trust, and it organizes fundraising work into 5 views: Donor Book, Campaigns, Pledges and Gifts, Stewardship, and Major Gifts. The whole app lives in one HTML file in the light Opera Ivory theme with a plum accent, and every amount and date comes from seeded data inside the file.
The Donor Book holds 28 patrons across 3 tiers (Benefactor, Patron, Friend) and opens with 3 stats: Donors of record, Lifetime giving on book, and Median last gift. Selecting a donor opens a plate with 8 seasons of giving history, from 2018/19 through 2025/26, plus the notes the office keeps beside each name. Campaigns renders 4 active appeals and redraws a gift table pyramid level by level. Pledges and Gifts lists receivables with installment schedules, Stewardship lays the week's calls, notes, invitations, and tours out like a rehearsal schedule, and Major Gifts moves 14 prospects through 4 stages with a recommended next move per card.
What is inside Patron
- Donor Book with 28 patrons across Benefactor, Patron, and Friend tiers, searchable by name and filterable by tier chips
- 3 headline stats computed from the data: Donors of record, Lifetime giving on book, and Median last gift
- Donor plate with 8 seasons of giving history (2018/19 through 2025/26) and relationship notes per patron
- Campaign gift table pyramid that redraws per appeal, with secured gifts and open levels and hover arithmetic per band
- Pledge receivables table with Donor, Pledge, Designation, Schedule, Next installment, and Status columns
- Pledge status filters for All, Due, Late, and Fulfilled with a live count
- Installment timeline that marks payments as paid, next due, overdue, or scheduled
- Stewardship week view grouping calls, notes, invitations, and tours, with touch-type filters and a mark-done action
- Major Gifts pipeline with 14 prospects in 4 stages, sortable by ask size or readiness, plus a next move recommendation card
- Deterministic seeded data so the file renders identical figures on every load
Specifications
| Format | Single self-contained HTML file; zero dependencies, no build step |
|---|---|
| Theme | Opera Ivory |
| Mood | Light |
| Category | CRM |
| Price | $6.99, one-time |
Who Patron is for
Patron gives development directors the Donor Book stats to report lifetime giving and median last gift to the board each season.
Major gift officers use the Major Gifts pipeline to sort 14 prospects by ask size or readiness and read the office recommendation for the next move on each card.
Annual fund managers use the Campaigns gift table pyramid to see which giving levels are secured and which bands still stand open for each of the 4 appeals.
Stewardship coordinators use the week view to work through every call, note, invitation, and tour owed to a patron and mark each touch done.
Finance staff use Pledges and Gifts to filter receivables by Due, Late, and Fulfilled and to trace each pledge's installments across the calendar as paid, next due, overdue, or scheduled.
When to reach for it
Patron suits an arts organization whose donor tracking lives in a spreadsheet with a tab per campaign. The gift table pyramid replaces the hand-drawn donor pyramid on the office whiteboard, and the pledge timeline replaces the calendar where someone circles installment dates in red.
Patron also fits shops too small for a full donor CRM license. The file opens in a browser, the data is plain JavaScript, and a part-time development staffer can swap the fictional patrons for the real book without touching a database or a subscription.
Frequently asked questions
Is Patron tied to one kind of nonprofit?
No, Patron is not tied to one kind of nonprofit. The sample copy is an opera trust, but the structure is generic fundraising: a donor ledger, campaign gift pyramids, pledge schedules, stewardship touches, and a major gifts pipeline. Any museum, school, or charity can rename the tiers and load its own book.
How does the gift table pyramid work?
The gift table pyramid renders one pyramid of giving levels per campaign. Filled bands are gifts already secured at that level, and outlined bands are gifts still to be found. Hovering a band shows the arithmetic at that level: how many gifts of what size the level needs.
Can I replace the 28 sample donors?
Yes, you can replace the 28 sample donors. Donors, notes, campaigns, pledges, touches, and prospects all sit in plain arrays in the script. The file uses a seeded generator for giving history, but you can replace any record with literal values and the views recompute.
Does Patron require any JavaScript framework?
No, Patron requires no JavaScript framework. The template is vanilla JavaScript with no dependencies, as the file's own header comment states. Charts, pyramids, and timelines are drawn with DOM elements and inline styles, so the file runs by opening it in a browser.
