Fundraising and Donor Engagement

Fundraising and Donor Engagement


Fundraising is the key to success for most nonprofits. To deliver mission-critical programs, services, and events, you need a healthy pipeline of new and recurring donors and grantors.

With Salesforce’s Nonprofit Success Pack (NPSP), you can:

  • Manage every stage of your donation cycle

  • Give visibility into each step to everyone who needs it

  • Automate routine development tasks

  • Set up workflows

  • Analyze the success of past fundraising initiatives

All of this frees up your fundraising team to do what they do best – talking to prospects, planning campaigns, and running events. The result? Better fundraising.

NPSP also makes administrating online donations a breeze. Donations made on your website flow seamlessly through Salesforce into your accounting system. You can also use the batch gift entry tools to process gifts and allocate soft credits to donor influencers.

With Salesforce Pardot or Salesforce Marketing Cloud, you can communicate with your constituents through the entire donor process. You can also manage online and virtual events with Community Cloud and live streaming.

Donor Engagement

The more you know about your donors, the better you can serve them. You’ll find it easier to prioritize your communications, plan campaigns, and make forecasts.

Salesforce gives you the big picture on all your donors. Every donor record in Salesforce provides:

  • Full insight into giving history

  • Recent communications

  • Event attendance records

  • Household relationships

  • And much more

Salesforce puts all the information you need in one easily-accessible place. When you have this 360-degree view, you can:

  • Personalize your outreach

  • Build an institutional history

  • Plan with confidence

When you add Salesforce Pardot or Salesforce Marketing Cloud to your mix, you have a powerful marketing automation tool at your fingertips. What will you do with it?

If you’re using any of the following donor management systems, could you find more success with Salesforce?

  • Raiser’s Edge

  • E-tapestry

  • DonorPro

  • DonorDrive

  • DonorPerfect

  • Neon

  • Zoho

  • CiviCRM

  • Little Green Light

  • Salsa

  • Luminate CRM

  • Bloomerang

  • And more