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.
Online applications powered by Form Assembly.
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.
Grants portal with application management.
Watch the Full Demo
Our Expertise in Nonprofit
Community Development Financial Institutions
Faith Based Organizations
Salesforce Expertise Runs Deep
Top tier partnerSummit-Tier Partner
Premium-Tier .org Partner