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.


Optimized by Hundreds of Successful Projects

Developed and meticulously optimized by the community foundation experts at Plative through our 8-year history of implementing Salesforce for nonprofits, 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 – Right in Salesforce

Stop swivel chairing and visualize your donor advised funds directly in Salesforce, where fundraising and fund management come together.

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.

Donor Advised Funds

Grants portal with application management.

Watch the Full Demo



Our Expertise in Nonprofit

Foundations

Human Services

Community Development Financial Institutions

Food Banks

Faith Based Organizations

Education


Salesforce Expertise Runs Deep

600+

Certifications

2,000+

Projects and
Programs Completed

Top tier partner

Summit-Tier Partner
(highest tier)
Premium-Tier .org Partner
(highest tier)

Let's Get Started