Salesforce for Donor Advised Funds

Our award-winning Salesforce Consultants and Community Foundation Experts can help you implement, optimize, and support your Donor Advised Funds platform.


The Premium Experience Your Donors Demand

Plative uses Salesforce Experience Cloud to create a self-service portal that not only makes your donors feel like part of your movement but leverages the power of AI to recommend causes and charities for them that align with your core values. Closer to your vision, closer to your mission.

Grants portal with application management.

“Everyone at Plative is exceedingly responsive, not to mention patient, deliberate and, most importantly, collaborative. We’ve seen them as an extension of our family here over the last 3 years!”

AMY BLUM

Chief Operating Officer

Our Approach

Visualize each Donor’s fund in Salesforce at a glance, tracking their establishing gift and contributions, seamlessly leading the donor through onboarding, and see balances, contributions, and grantable balances at a glance.

Optional annual grouping of Programs based on Donor objectives.

Let your donors see all their funding opportunities at a glance within a beautiful portal experience. Even let your donors recommend grants directly for your team to follow up on and vet.

Make due diligence on grants as simple as following a list – with action plans to help your grants officers move through the process swiftly and minimize the time between recommendation and funding – helping donors deploy their money quickly when the need is greatest and most urgent.

Integrate a grading system, like Guidestar, to fetch real-time information about grantees, saving your team time and energy, and speeding up the process. The review process is quick and easy and keeps your team accountable.

Disbursements and follow-up should be automatic and keep your team focused on impact. Powerful and flexible scheduled reporting makes reconciling with your accounting system easy and up to date.

Our Expertise in Nonprofit

Foundations
Human Services
Community Development
Financial Institutions
Food Banks
Faith Based Organizations
Education

Optimized by Hundreds of Successful Projects

Developed and meticulously optimized by the community foundation experts at Plative, our approach is designed for grantmakers, philanthropy leaders, and finance professionals.

Donor Advised Funds

Online applications powered by Form Assembly.

Donor Advised Funds

Plative’s donor advised fund accelerator in Salesforce.

Fund Management in Salesforce

Visualize your donor advised funds directly in Salesforce, where fundraising and fund management come together.

A Proven Methodology, Made Possible by Hundreds of Deployments

Unlike most NetSuite implementations, Plative Launch is structured to quickly deploy pre-built modules that we’ve meticulously perfected over hundreds of implementations. This means that you can realize value in record-time and leverage the best practices from hundreds of other similar companies.

Team introductions
Administrative access
Timeline & key dates

Provisioning
Process walkthroughs
Personalized sessions

Clarify
Build
Optimize
Migrate

User acceptance testing
Admin training
End-user training

Deployment
Post go-live support
Ongoing innovation

Our Insights

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