Trust & NGO Management for Tamil Nadu
Donor management, receipt generation, 80G certificates & campaign tracking. Built for charitable trusts, NGOs & religious institutions.
Features
Everything you need to manage your trust, NGO, or charitable organization
Donor Management
Complete donor profiles with contact info, donation history, preferences, and relationship tracking.
Receipt Generation
Instant donation receipts with unique receipt numbers, donor details, and payment mode tracking.
80G Certificates
Automated 80G certificate generation for tax benefits. Bulk generation and WhatsApp delivery.
Campaign Tracking
Create fundraising campaigns, set goals, track progress, and celebrate milestones with your donors.
Fund Allocation
Track how funds are used across projects. Transparent reporting for donors and compliance.
Reports & Compliance
Donation reports, annual summaries, campaign analytics, and compliance documentation.
Perfect For
Any charitable organization in Tamil Nadu
Charitable Trusts
Registered public trusts and private trusts
NGOs
Non-profit organizations working for social causes
Religious Institutions
Temples, churches, mosques, and gurudwaras
Foundations
Corporate and family foundations
Trust & NGO Quick Reference
Essential compliance and tax facts for charitable organizations in India
80G Tax Deduction Categories
| Deduction % | Limit | Category | Examples |
|---|---|---|---|
| 100% | No limit | Government funds | PM National Relief Fund, National Defence Fund |
| 50% | No limit | Select government bodies | Jawaharlal Nehru Memorial Fund |
| 100% | 10% of AGI | Approved charitable purposes | Local authority family planning programs |
| 50% | 10% of AGI | Most registered trusts | Public charitable trusts, NGOs, religious institutions |
Trust Registration Types in India
| Type | Governing Law | Key Feature |
|---|---|---|
| Public Charitable Trust | Indian Trusts Act, 1882 | Irrevocable, managed by trustees for public benefit |
| Society | Societies Registration Act, 1860 | Democratic governance with elected managing committee |
| Section 8 Company | Companies Act, 2013 | Limited liability, structured corporate governance |
Key Compliance Requirements
12A Registration
Required for income tax exemption on trust receipts. Must be renewed every 5 years under new rules.
80G Registration
Required to issue tax-deductible donation receipts. Donors need this for claiming income tax deductions.
Annual Filing
Form 10B audit report due by September 30 each year. Form ITR-7 for income tax return.
FCRA Registration
Mandatory for receiving foreign donations. Requires minimum 3 years of existence and Rs 15 lakh in spending.
Real-World Scenarios
See how OnePlaceHQ Seva handles common trust and NGO management situations
Temple Receives Rs 5 Lakh During Pongal
A Shiva temple in Thanjavur runs a Pongal donation drive. In 4 days, 200 devotees donate Rs 5,00,000 across cash, UPI, and bank transfers.
How OnePlaceHQ Handles This:
- 1. Each donation recorded with donor PAN, amount, payment mode
- 2. Campaign "Pongal 2026" tracks progress toward Rs 8L goal
- 3. 80G receipts auto-generated for each eligible donation
- 4. Thank-you WhatsApp sent in Tamil within minutes
- 5. Campaign report shows Rs 5L/8L (62.5%) progress
NGO Prepares for Annual ITR-7 Filing
A Chennai education NGO with 12A and 80G registration needs to file ITR-7 by September 30. They had 450 donors and Rs 22 lakh in donations this year.
How OnePlaceHQ Handles This:
- 1. Donor-wise annual summary generated in one click
- 2. Donation breakdown by category (general, corpus, specific)
- 3. 80G certificate batch generation for all 450 donors
- 4. Fund utilization report showing spending vs. income
- 5. All data in format ready for CA and Form 10B audit
Foundation Receives NRI Donations
A family foundation in Coimbatore with FCRA registration receives Rs 15 lakh from NRI donors in the US and Singapore for a school building project.
How OnePlaceHQ Handles This:
- 1. Foreign donations tracked separately per FCRA requirements
- 2. Donor country, currency, and conversion rate recorded
- 3. Campaign "School Building" tracks utilization of foreign funds
- 4. Quarterly FCRA return data auto-compiled
- 5. Utilization certificate generated for donors
How Trust & NGO Management Works in India
A practical guide to running a charitable organization in India, from registration to annual compliance
The Donation Lifecycle: From Receipt to Tax Certificate
Receive Donation
Donor gives via cash, UPI, cheque, or bank transfer. Record donor name, PAN (mandatory for Rs 50,000+), amount, and purpose.
Issue Receipt
Generate donation receipt with unique number, trust registration details (12A, 80G number), and payment acknowledgment. Send via WhatsApp.
Issue 80G Certificate
At year-end (or per donation), generate 80G tax certificate with trust PAN, 80G registration number, validity period, and donation details.
Annual Reporting
Compile donor-wise summary for ITR-7, Form 10B audit report, and fund utilization statement. File by September 30 each year.
Understanding Section 80G: The Complete Guide
Section 80G of the Income Tax Act, 1961 allows individuals and companies to claim tax deductions on donations made to eligible charitable organizations. This is the single most important tax benefit for donors and the primary reason charitable trusts must maintain proper donation records.
Eligibility for 80G Registration
- Trust must have 12A registration first (income tax exemption)
- Charitable purpose must fall under Section 2(15) of IT Act
- Not more than 5% of income spent on religious activities (for non-religious trusts)
- Must maintain regular books of accounts and get them audited
Donor Requirements for Claiming 80G
- Cash donations above Rs 2,000 are NOT eligible for 80G deduction
- Donations in kind (goods, property) are NOT eligible
- Donor PAN is mandatory for donations above Rs 50,000
- Deduction limited to 10% of adjusted gross total income for most trusts
Corpus Fund vs. General Donation: What's the Difference?
Corpus Fund Donation
- What it is: A permanent endowment where the principal is never spent
- Tax benefit: 100% deduction under Section 80G (no 10% AGI limit)
- How it works: Principal stays invested; only interest/returns are used
- Example: Donor gives Rs 10L to corpus. Trust invests at 8%. Rs 80K/year available for activities. Principal remains.
- Best for: Large donors who want lasting impact
General Donation
- What it is: Donation that can be spent on charitable activities directly
- Tax benefit: 50% deduction, subject to 10% of AGI limit
- How it works: Trust must spend 85% of income in the same financial year
- Example: Donor gives Rs 1L. Trust must spend Rs 85K this year on programs. Rs 15K can be accumulated.
- Best for: Regular donors supporting ongoing programs
Annual Compliance Calendar for Indian Trusts & NGOs
| Deadline | Requirement | Form/Report | Penalty for Non-Compliance |
|---|---|---|---|
| July 31 | Income Tax Return (if no audit required) | ITR-7 | Rs 5,000 late fee + interest |
| September 30 | Audit Report + Tax Return (if audit required) | Form 10B + ITR-7 | Loss of 12A exemption for that year |
| March 31 | Spend 85% of income on charitable activities | Books of Accounts | Unspent amount taxed at 30% |
| December 31 | FCRA Annual Return (if FCRA registered) | FC-4 | Suspension/cancellation of FCRA registration |
| Every 5 Years | Renew 12A and 80G Registration | Form 10A / Form 10AB | Loss of tax-exempt status |
Frequently Asked Questions
What is Section 80G and how does it benefit donors?
Section 80G of the Income Tax Act allows donors to claim tax deductions on donations to registered charitable organizations. Depending on the category, donors can claim 50% or 100% deduction, subject to a limit of 10% of adjusted gross income for most trusts.
Do you generate 80G tax receipts automatically?
Yes! The system generates 80G-compliant donation receipts with unique receipt numbers, donor PAN details, and organization registration information. Receipts can be sent instantly via WhatsApp in Tamil or English.
Can we track donations by campaign or purpose?
Absolutely. Create separate campaigns (e.g., temple renovation, education fund, festival celebration) with goals and deadlines. Track donations against each campaign and generate campaign-specific reports.
Is it suitable for religious institutions like temples?
Yes! OnePlaceHQ Seva is built specifically for Tamil Nadu religious institutions -- temples, churches, mosques, and gurudwaras. Features include daily pooja/archana tracking, prasadam management, and festival event bookings alongside standard donor management.
What reports are available for annual compliance?
Generate donor-wise annual summaries, donation category breakdowns, 80G certificate batches, campaign performance reports, and fund utilization statements. All reports are available in formats required for annual filing and auditor review.
Does it support WhatsApp communications with donors?
Yes! Send donation receipts, event invitations, festival greetings, and campaign updates via WhatsApp. Templates available in both Tamil and English. Automated thank-you messages after each donation.
What is the difference between 12A and 80G registration?
12A registration exempts the trust's own income from taxation -- this benefits the trust. 80G registration allows the trust to issue tax-deductible receipts to donors -- this benefits the donors. You need 12A first before you can apply for 80G. Both must be renewed every 5 years under the 2020 amendments.
Can cash donations above Rs 2,000 get 80G benefit?
No. Under Section 80G(5D), cash donations exceeding Rs 2,000 are NOT eligible for tax deduction. Donors must use cheque, bank transfer, or UPI for larger amounts. OnePlaceHQ tracks payment mode for every donation and flags cash donations above Rs 2,000 as non-80G-eligible automatically.
What is a Corpus Fund and why does it matter?
A Corpus Fund is a permanent endowment where the principal amount is never spent -- only the investment returns are used for charitable activities. Donations to corpus qualify for 100% tax deduction without the 10% AGI limit. OnePlaceHQ lets you track corpus and general donations separately, with distinct reporting for each.
Do we need FCRA registration to accept NRI donations?
Yes. Any Indian NGO receiving foreign contributions (including NRI donations) must have FCRA registration under the Foreign Contribution Regulation Act, 2010. Requirements include: minimum 3 years of existence, Rs 15 lakh in spending, and a designated FCRA bank account. OnePlaceHQ tracks foreign donations separately for FCRA compliance reporting.
What happens if a trust doesn't spend 85% of its income?
Under Section 11(1)(a) of the Income Tax Act, a charitable trust must apply at least 85% of its income to charitable purposes in the same financial year. Unspent income (beyond 15% accumulation) is taxed at the maximum marginal rate of 30%. However, trusts can file Form 10 to accumulate funds for up to 5 years for specific projects. OnePlaceHQ's fund utilization reports help you track spending against the 85% requirement.
Ready to Manage Your Trust or NGO?
Get started with OnePlaceHQ Trust & NGO Management software. Donor tracking, 80G certificates, and WhatsApp receipts — all in Tamil + English.
Get Started on WhatsAppQuick response in Tamil + English