Nonprofit
Nonprofit Cloud, fundraising automation, and volunteer management. Salesforce implementations that help you scale your mission.
Nonprofits' CRM Problem
Most nonprofits outgrow their fundraising software long before they replace it. Organizations running on Raiser's Edge, Bloomerang, or homegrown donor databases hit a ceiling: gift data lives in one system, program outcomes in another, volunteer management in a third, and email marketing in yet another. Staff spend hours exporting CSVs and reconciling numbers instead of building relationships with donors and serving constituents.
Salesforce rebuilt Nonprofit Cloud from the ground up in its Winter '24 release. The new Fundraising app replaces the legacy Nonprofit Success Pack (NPSP) with three purpose-built objects: Opportunity, Gift Commitment, and Gift Transaction. This cleaner data model handles pledges, recurring gifts, and complex grant structures without the workarounds that NPSP required. Alongside it, the new Outcome Management app gives program teams a structured way to collect participant data before, during, and after programs, with indicator libraries and time-bound performance periods that connect program delivery directly to impact reporting.
Who We Work With
- Community foundations and grantmaking organizations
- Human services nonprofits managing case loads and program outcomes
- Arts and cultural institutions with membership and patron engagement programs
- Education-focused nonprofits running scholarship and mentorship programs
- Health and wellness organizations coordinating care delivery and outreach
- Advocacy and policy organizations managing campaigns, grassroots engagement, and legislative tracking
- Environmental and conservation groups with donor, volunteer, and field program operations
- Faith-based organizations consolidating congregation management and fundraising
What We Build
We implement the redesigned Nonprofit Cloud so your fundraising, programs, and operations share one platform instead of a dozen disconnected tools.
Fundraising and Donor Management: The new Nonprofit Cloud Fundraising app configured around your gift types, from one-time donations and recurring pledges to multi-year grants with milestone-based disbursements. We build donor journeys that track every touchpoint, from first gift through major donor cultivation, so your development team always knows where each relationship stands.
Legacy System Migration: Structured migrations from Raiser's Edge, Bloomerang, eTapestry, and other legacy fundraising platforms. We map your existing data to Nonprofit Cloud's new object model (Gift Commitments and Gift Transactions), clean and deduplicate records, and validate totals so nothing gets lost in the transition.
Outcome Management and Program Tracking: The new Outcome Management app configured with indicator libraries specific to your programs. We set up data collection workflows that track participant progress through time-bound performance periods, giving program directors the evidence they need for grant reporting and board presentations.
Payment Processor and Marketing Integrations: Connections to Stripe, PayPal, and other payment processors so online donations flow directly into Salesforce gift records. We also integrate email marketing platforms like Mailchimp and Constant Contact so your communications team can segment audiences based on giving history, event attendance, and program participation.
Accounting System Integration: Bi-directional sync with QuickBooks or Sage Intacct so finance teams stop manually reconciling gift data against the general ledger. We map fund codes, campaign designations, and restriction types so every dollar posts to the right account automatically.
Volunteer and Event Management: Volunteer portals built on Experience Cloud where supporters can sign up for shifts, log hours, and see their impact. For events, we configure registration, ticketing, and post-event follow-up workflows that feed directly into your donor engagement scoring.
Common Pain Points We Solve
- "We export data from three different systems into spreadsheets just to prepare our board report."
- "Our legacy fundraising platform can't handle the way we structure grants, so we track half of it offline."
- "Program staff collect outcome data on paper forms. By the time it's entered, the reporting deadline has passed."
- "We send the same appeal to every donor because we can't segment by giving history, interests, or engagement level."
- "Our finance team spends a full week every month reconciling donations between the CRM and QuickBooks."
Outcomes
- A single source of truth for donor relationships that replaces disconnected spreadsheets and legacy databases
- Automated gift processing that eliminates manual data entry between payment processors, CRM, and accounting
- Program outcome tracking that connects participant data directly to grant reporting requirements
- Donor segmentation powered by giving history, engagement scoring, and program participation data
- Clean migration from legacy platforms with validated gift totals and deduplicated constituent records
Technology
Nonprofit Cloud, Nonprofit Cloud Fundraising, Outcome Management, Sales Cloud, Experience Cloud, Marketing Cloud Account Engagement, Flow, Einstein Analytics, MuleSoft (payment processor, accounting, and email marketing integrations)
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