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All about monday.com for Nonprofits

 

Our monday.com WorkOS for Nonprofits Program offers an easy-to-use, discounted nonprofit platform to eligible organizations. 🙌  In this guide, we've gathered all the answers to the most frequently asked questions. Let's get started!

 

What is the Nonprofit Program?

We want to make sure price is not a barrier to better collaboration, fundraising, and nonprofit management and this is why we've created the Nonprofit Program. Eligible nonprofit organizations can enjoy 10 free seats on the Pro tier of the Work Management product and a 70% discount off any extra seats you may need to buy. You can also upgrade to Enterprise, which comes with a 33% discount. Accounts created after March 2024 can also enjoy 10 free seats and a 70% discount off any additional seats on each monday.com product. We're working to include these other products on all accounts soon.

 

How to apply for the Nonprofit Program?

If you have already opened your monday.com account and think you are eligible for the Nonprofit Program, simply fill out this form. If you have any further questions about the sign-up process you can check out this article which will walk you through all the steps in details. 

 

Nonprofit Program and monday products

Any account created after March 15, 2024 will be on monday.com's new multi-product infrastructure. This means that if you've joined the nonprofit plan after this date, you will have access to all monday.com core products, including Work Management, CRM and Dev, and get 10 free seats, and a 70% discount off any extra, on each product.

If your account is older than March 15, 2024 you will likely be on our old infrastructure which does not support multi-products and you will have access only to Work Management. We are working hard to move existing accounts onto the new infrastructure and eventually all nonprofit accounts will have access to all products. 

 

Eligibility

To be eligible to participate in the monday.com for Nonprofit Program, you must be recognized as a charity, nonprofit, nongovernmental, or social change organization in the country in which you are located. Your organization should provide legal documentation demonstrating that you meet the above criteria. See the section below for specific eligibility requirements.

Click here to see the ineligible organizations
    • Religious Organizations: All religious institutions and organizations. Including but not limited to places of worship, those providing services regardless of faith, religious education and other religious activity.
    • Hospitals, nurses registers or bureaus, health insurance organizations, prepared group health plans, group medical practice associations, and in-faculty group practice associations. Inpatient care facilities
    • Organizations that advocate, support, or practice discrimination based on age, ethnicity, gender, national origin, disability, race, size, religion, sexual orientation, or socioeconomic background.
    • Economic Development organizations, such as Chambers of Commerce (excluding foundations), Business Improvement Districts, and local and regional economic development organizations with a primary focus on commercial business development. Trade or business associations.
    • Government-managed/owned nonprofits, such as nonprofits funded by local, state or federal government that function without an independent board of directors, or are managed by a government agency.
    • Sports organizations focused on supporting professional sports or sports players i.e. those that receive payment for their performance
    • Fraternal beneficiary societies, orders, or associations; providers of other services or benefits to members or employees.
    • Legislative and political activity organizations.
    • Community Interest Companies: Organizations in the UK with the CIC designation.
    • Educational organizations such as a school, college, university, or a related organization.

 

 

Required documentation

We welcome applications from organizations that hold a valid charitable status with either the IRS in the United States (501(c)3), or via similar governmental departments in other countries. Check our partner, Goodstack's definitions for each country's required documentation by this link: Goodstack's Nonprofit Definitions.

 

Our review process

While everyone can use monday.com, not every organization may meet our eligibility requirements to participate in the monday.com for nonprofits program. monday.com sets these guidelines and determines an organization’s qualification at its sole discretion. We reserve the right to grant or deny an organization’s application or participation in the program, or to discontinue the program, at any time, for any reason, and to supplement or amend our eligibility guidelines at any time.

 

Appeal Process

 

If your application to join the Nonprofit Program was denied, but you believe this was an error, you can appeal the decision. You will need to provide evidence that supports your request. This can be done with our partner Goodstack by filling out this form.

 

Tax exemption

Currently, our billing processor does not have the ability to remove tax before charging you. That said, if you have a tax exemption, you can follow these steps:

  • Make your plan purchase 
  • As an admin on the account, reach out to us right here.
    • In the subject line, write “Tax Exempt - Seeking Tax Refund”. 
    • In the body of the e-mail, include the invoice number and attach your tax exemption paperwork.
  • We will follow up with our billing processor and let you know once they have processed the refund. 
Note: This process currently needs to be completed each time you make a purchase, including renewals and plan upgrades. Don’t worry — we’re working with our billing processor to make this process more efficient in the future!

 

How to know if I'm on the Nonprofit Program 

If your application is approved, you will receive an email from Goodstack and our team will move your account to the Nonprofit Program within 2-3 days. You can confirm your account is on the Nonprofit Program plan by checking your billing page. Click on your profile picture in the top right of your screen, then select "Administration" and click into the "Billing" section, where you should see that your current plan is the "Nonprofit - Pro Plan".

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We couldn't find your account

If you supplied an account URL which we cannot find in our database, your account will not automatically be granted the Nonprofit Program plan. You should receive an email letting you know about it. As described in the email, you should contact our support team and provide them with the correct account name. 

 

Adding more users on the Nonprofit Program

Once your application is approved and our team puts your account on the Nonprofit Program, you can add up to 10 users at no cost. if you wish to add an 11th user (or more) you will get a 70% discounted rate. To add a new user:

  • Click on your avatar located on the top right corner of your account
  • Next, click on "Administration"
  • Select "Users" 
  • Click on "Upgrade now"

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Next, select the amount of users you'd like to add and the plan. Once done, click on continue to add your paying information. You will be able to see a full summary of your user count and price on the right as below:

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Upgrade to Enterprise

The Nonprofit Program is by default on monday.com's Pro plan. If you wish to upgrade to the Enterprise plan, you should contact our sales team right here. As a Nonprofit organization, you will benefit of a 33% discount when upgrading to Enterprise. 

 

Terms of service

Organizations that request monday.com services must agree to monday.com’s Terms of Service as a prerequisite for obtaining access to the services as well as any other standard agreement applicable to the program or the services.

 

Product distribution

Products will be distributed to qualifying organizations only, not to individuals. Recipient organizations may not transfer or resell monday.com products or otherwise violate any terms of the monday.com terms of service.

 

For any further information, check out Resource Center where you will find everything you need to become a monday.com expert.

 

Training and support on the Nonprofit Program

As an eligible nonprofit on the Nonprofit Program, you have free access to monday.com's 24/7 customer support, accessible by clicking on the '?' icon in the platform. You also receive additional resources exclusive to nonprofits. We provide webinars, open consultations, academy courses and more, for free to nonprofits. You can see the full calendar of upcoming nonprofit events and register for them here.

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.