Why should NPOs track beneficiary history?

Tracking beneficiary history helps NPOs evaluate program effectiveness, identify challenges, strengthen relationships, and create more impactful programs.

How does tracking beneficiary history improve services?

By understanding beneficiary needs, challenges, and goals, NPOs can tailor their services and interventions to better support individuals and communities.

Can notes be linked to beneficiary history?

Yes, you can create full-page notes linked to beneficiary history to provide detailed insights and context for each individual.

Beneficiary History | Nonprofits | South Africa

Beneficiary History

Tracking Beneficiary History

Non-profit organizations (NPOs) benefit from keeping detailed records of their beneficiaries. By maintaining a history, NPOs can evaluate the impact of their programs and make informed improvements to better serve individuals and communities.

Why Maintain Beneficiary History?

Evaluate Program Effectiveness: Understand how programs affect beneficiaries and identify areas for improvement.
Identify Challenges: Track patterns of need, potential barriers, and proactively address issues.
Strengthen Relationships: Record needs, goals, and interactions to tailor services and build trust with beneficiaries.
Support Impactful Programs: Use historical data to create more effective and meaningful programs for your community.

You can also create full-page notes to supplement beneficiary history and provide detailed insights for your NPO.

More on the beneficiary database:
Data Custom Profiles Photos Docs Tasks