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Home Solutions Fundraising, programs, and advancement

Raise more, run programs well, and keep supporters for life

We help nonprofits, foundations, and alumni advancement teams bring donors, grants, programs, and volunteers onto one Salesforce platform, automate engagement, and prove their impact.

Talk to an expertAsk Ollie

The problem

Your team knows its supporters, grantees, volunteers, and program participants better than any system does. The trouble is that the system rarely reflects it. Gifts, grants, volunteer hours, event registrations, and program outcomes sit in separate tools. Staff keep their own spreadsheets, and reports cannot show the full picture of your impact.

Engagement suffers too. Every donor gets the same appeal. Stories that move people never reach the people they would move most. Small teams with big plans and small budgets cannot afford to guess at which initiative will pay off.

Meanwhile, the platform question looms. Many nonprofits on the Nonprofit Success Pack are weighing a move to Salesforce Nonprofit Cloud, and want to know whether the lift is worth it.

What we deliver

Nonprofit Cloud implementation

Donor and fundraising management, grants, programs and outcomes, and volunteers on Salesforce Nonprofit Cloud.

Grants management

Track applications, deadlines, budgets, deliverables, and reporting, whether you seek grants, make them, or both.

Programs and outcomes

Program enrollment, case management, service delivery, and outcome tracking that shows funders and boards your impact.

Volunteer management

Recruit, schedule, and recognize volunteers, and track their hours on the same record as their giving.

NPSP to Nonprofit Cloud migration

We evaluate your current usage, customizations, integrations, and reporting, then design a structured transition plan.

Donor journeys and marketing automation

Automated journeys in Marketing Cloud with segmentation, custom templates, and metrics that refine each phase.

Online giving integration

Connect platforms such as Classy to Salesforce so every gift lands on the right record.

Donor and grantmaking portals

Experience Cloud portals for donor profiles, gift history, and commitments, or for grant applications and reviewer workflows.

AI for fundraising teams

Agentforce agents for internal workflows, from prospect research summaries to donor service.

Start focused, measure, improve

What our work with United Way of McLean County shows about our approach.

The goal
30%40%

Goal: grow the share of donors in one year

United Way of McLean County
  1. 1

    Start focused

    Instead of spreading the budget thin, we built one complex donor journey in Salesforce and Marketing Cloud, designed to learn which stories each donor cared about most.

  2. 2

    Measure

    The first phase drew modest engagement, which we expected. We studied what each audience opened, clicked, and ignored.

  3. 3

    Improve

    We added hero images and clear calls to action, then relaunched.

The result+8%

Open and click rates each rose by at least 8% after the relaunch.

Read the full story

Quick Start packages for fundraising

Nonprofit Cloud Quick Start

From $30,000
6 to 8 weeks
  • Standard tier for donor and fundraising management
  • Advanced tier adds program and outcome management
  • Premier tier adds grant management
  • Data migration for up to four objects
  • Training and user acceptance testing
  • Optional add-ons: Agentforce agent setup, Classy integration, donor or grantmaking portal
Learn more →

Marketing Cloud Quick Start

From $25,000
4 to 6 weeks
  • Discovery, configuration, integration, and training
  • A ready-to-use email template and IP warming strategy
  • Connected CRM and marketing data
  • Training to run Marketing Cloud on your own
Learn more →

Fundraising client stories

UWMC

The Journey to Enhanced Donor Engagement with United Way McLean County

Digital Strategy

United Way of McLean County built an automated donor journey in Salesforce and Marketing Cloud, with custom templates and segmentation, and lifted open and click rates by at least 8% each.

Read the story →Nonprofit healthcare organization

Salesforce NPSP Worked for this Nonprofit…

Salesforce Implementation

A nonprofit healthcare organization gained clean, deduplicated data on Salesforce and governance practices that give staff a single, reliable view of every record.

Read the story →
See all client stories

Questions we hear

Should we move from NPSP to Nonprofit Cloud?

It is a strong strategic move for many organizations, but it is not a Quick Start. We specialize in NPSP to Nonprofit Cloud migrations and start by assessing what you have built, what depends on it, and what the move will take.

We have a small budget. Where should we start?

Start with the initiative most likely to pay for itself. For many teams that is either a clean, right-sized Nonprofit Cloud launch or one well-designed donor journey that teaches you what your supporters respond to.

Does this work for alumni advancement?

Yes. Advancement teams need the same donor management, journeys, and reporting, often alongside alumni membership. See our higher education and alumni page for how we approach it.

Can you show where our money comes from?

Yes. For a nonprofit health care organization, our Salesforce work made it possible to track repeat donors and separate donations, fundraising, and grants for a clearer picture of growth.

Keep exploring

Where to go next

NonprofitsOur full nonprofit approach.Higher education and alumniAdvancement and alumni engagement.Nonprofit CRM modernization guidePlan your next CRM move.Data strategy and integrationOne donor record across systems.

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