Fundraising and Donor Engagement

Fundraising and Donor Engagement


For most nonprofit organizations, fundraising is key to their success. Without a healthy stream of new and recurring donors or grantors, the delivery of mission-critical programs, services, and events can suffer greatly.

With Salesforce’s Nonprofit Success Pack (NPSP), You can manage the donation cycle from end-to-end and provide visibility into each step for relevant staff. You can also automate routine development tasks and set up workflows to free the team to spend more time interacting with prospects, plan campaigns and events, and analyze the effectiveness of past initiatives.

Online donations seamlessly flow from your website into Salesforce and into your accounting system. Batch gift entry tools from other sources can be used to process gifts and assign soft credits to donor influencers. You can use Pardot or Marketing Cloud to communicate with constituents throughout the donor process. Manage online / virtual events with Community Cloud and live streaming.

Donor Engagement

The more you know about your donors, the more effectively you can prioritize your time in communications, plan fundraising campaigns and events, and forecast future gifts. Every donor record in Salesforce provides full insight into giving history, recent communications, event attendance, household relationships – putting everything you know about these constituents and your interactions with them in one place. This 360-degree view allows you to personalize outreach, build institutional history, and plan with confidence. Integrate Pardot or Marketing Cloud as a marketing automation tool.

Salesforce can replace the following Donor Management systems: Raiser’s Edge, e-Tapestry, DonorPro, DonorDrive, DonorPerfect, Neon, Zoho, CiviCRM, Little Green Light, Salsa, Luminate CRM, Bloomerang, and more.