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!”


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

Human Services
Community Development
Financial Institutions
Food Banks
Faith Based Organizations

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

Process walkthroughs
Personalized sessions


User acceptance testing
Admin training
End-user training

Post go-live support
Ongoing innovation

Our Insights

Creating GAU Allocations in Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud General Accounting Units and Allocations is a fantastic feature that allows nonprofits to designate their donations to one or more funds.  This gives donors the ability to choose where their donation dollars are being spent and gives them a greater sense of the impact they’re making to your organization. GAU Salesforce Out…

Salesforce Nonprofit Cloud VS NPSP … When is it Time To Upgrade?

We recently wrote about the release of Salesforce Nonprofit Cloud, the new industry solution released by Salesforce. On the heels of this blog, we were faced with many curious customers debating about whether it’s time for them to switch from NPSP (Nonprofit Success Pack) to Nonprofit Cloud and the answer is… it depends. In this…

Managing Donations With Multiple Entities In Salesforce | Ask An Expert

I love helping organizations raise money. Charitable giving has substantially increased over the years. The latest report from Giving USA highlighted that giving has increased year-over-year (with a few exceptions) since 1977. Similarly, the ways in which people give have also proliferated. One of the most notable vehicles is a gift from donors made through…


5 Ways Slack for Nonprofits Boosts Productivity and Impact

As nonprofits continue to adapt to changing circumstances and growing demands, embracing innovative communication tools like Slack will be crucial for success. Let’s be clear, Slack is more than just a collaboration platform. It’s a tool you can leverage to impact every aspect of your organization. Think of Slack as the Swiss Army knife of…


AI in Action: See What AI Can Do for Your Organization

Have you been keeping up with our AI in Action series? If not, don’t worry! In this blog post, we’ll summarize the key insights and tips we’ve shared with our customers on how they can best leverage AI. From understanding different types of AI to seeing how AI can streamline your operations, we’ll show how…

Salesforce 2024 Release Notes: Everything You Need To Know

We’re thrilled to unveil the latest updates and features in the Salesforce Summer ’24 release. This release introduces a range of new functionalities, enhancements, and improvements aimed at maximizing your Salesforce experience. In this blog, you’ll discover comprehensive details on the new features, changes, and key considerations for this release. Our aim is to provide…

The Power of Action: Overcoming Nonprofit Challenges

We recently had the pleasure of sitting down with 15 nonprofits at our Seattle nonprofit networking event, in partnership with Salesforce. Through a bit of nonprofit talk therapy and a lot of great ideas, some themes began to emerge when we asked about using innovation to meet their missions. Most nonprofits aspire to have good…

Let's Get Started