The challenges you face
Working out the 2% CSR obligation, set-offs and caps by hand every financial year.
Classifying spend under Schedule VII and tracking projects in aspirational districts.
Chasing NGOs for progress reports, utilisation certificates and photos in different formats.
No reliable proof that programmes run on the ground, or that funded assets exist.
Weeks spent putting together board and annual CSR reports from scattered spreadsheets.
Making sure every NGO funded holds valid 80G and 12A certificates.
How Impact Saathi helps
One dashboard for your whole CSR portfolio
- Donation and fund-utilisation totals across every NGO you fund
- Drill down into each NGO, and compare NGOs side by side
- Certificate-expiry alerts for every NGO you fund
- Every NGO checked by the Impact Saathi team before it goes live
Compliance built in
- CSR obligation calculator: 2% of the three-year average net profit
- CSR budget with set-off and automatic caps: 5% admin overheads, and the higher of Rs 50 lakh or 2% for impact assessment
- Schedule VII allocations across all 13 areas, including PM CARES, PMNRF, Swachh Bharat Kosh and Clean Ganga Fund
- NITI Aayog's 112 aspirational districts flagged automatically
Projects with governance
- CSR projects with KPIs, milestones, budget lines and grants
- Submit, approve, reject, send back and reopen, with maker-checker controls
- Projects started by your team or proposed by the NGO
- Progress, utilisation and impact reports reviewed inside the platform
Evidence from the field
- Geo-tagged photo gallery for each project site; exact coordinates only with the NGO's approval
- Monthly geo-verified attendance reports, protecting staff locations and children's identities
- Read-only asset register for everything bought with your CSR funds
- Fund utilisation updates sent straight to your team
Board-ready reporting
- One-click CSR board report PDF
- Live data in place of month-end spreadsheets
- An audit trail that cannot be edited, for auditors and regulators
The right access for every person
- Corporate Admin: full control, invitations and approvals
- Corporate Manager: day-to-day CSR work and project approvals
- Corporate Viewer: read-only access for the CFO, board or auditors
- You see only the NGOs linked to you, with direct messaging to each
Outcomes
- Weeks saved on board and annual CSR reporting
- Confidence in compliance: obligation, caps and Schedule VII checked as you work
- Proof of impact you can trust: geo-tagged photos, verified attendance and asset registers
- Stronger NGO partnerships, with the same live data on both sides
- Audit-ready at any time
Key features at a glance
- Multi-NGO dashboard
- NGO comparison
- CSR obligation calculator
- Budget caps
- Schedule VII allocations
- Aspirational districts
- CSR projects with approvals
- Progress, utilisation and impact reports
- Geo-tagged photo gallery
- Attendance reports
- Asset register view
- Certificate alerts
- Corporate–NGO messaging
- Board report PDF
- Admin, Manager and Viewer roles
- Audit trail
Why teams trust Impact Saathi
- Built for India: 80G, 12A, FCRA, the CSR Rules, Schedule VII, GST and the Indian financial year
- DPDP Act 2023 ready: consent, encryption and the right to erasure
- Secure by design: two-factor sign-in, malware scanning and an audit trail that cannot be edited
- Money goes straight to the NGO through Cashfree. Impact Saathi never holds donor funds
- Hosted in India on AWS (Mumbai region)
- English, Hindi and Telugu, on web and mobile