Salesforce for Fundraising

Build lasting relationships and maximize your fundraising Impact with Salesforce.

How Nonprofits Use Salesforce for Fundraising

Nonprofits rely on Salesforce for fundraising and building donor relationships. The Nonprofit Cloud has everything you need for guiding donors from discovery to contributions.

With donor preferences evolving at a rapid pace; it’s your job to meet them where they are and personalize your communication.

That’s why we’ve developed and packaged a ready-to-go and purpose-built instance of Salesforce Nonprofit Cloud for fundraising nonprofit organizations. 

salesforce for fundraising

“We’re probably 65 to 80% to our goal just by capturing what we already have sold. The fact that we couldn’t do that before was just crazy. It wasn’t easy, but the ROI is massive in what Plative put together for us.”

Sam Price

National Sales Director

What’s Included

Keep a log of every constituent, volunteer, and donor that your organization has communicated with to maintain a database of potential repeat and future donors.

Leverage Nonprofit Cloud to help manage one-time, repeat/recurring, stock grants, and more types of donations and gifts.

Keep an organized repository of all batch and single gifts and donations in a way that is accurate, fast, and flexible.

Create an efficient way to manage the most committed supporters to optimize your communication and better forecast revenue.

Your team should be empowered to continue working where they are while their fundraising CRM proactively captures and logs important information like email and calendar event history.

Unlock the ability to make better decisions in your fundraising approach with powerful dashboards and analytics, powered by Salesforce.

How Nonprofits Use Salesforce for Fundraising

Salesforce provides nonprofits with a comprehensive fundraising platform to build stronger relationships with donors, track the performance of their campaigns, and streamline their operations.

By giving staff a unified view of donor information and activity, Salesforce helps nonprofits raise more funds and deliver greater impact.

A Proven Methodology, Made Possible by Hundreds of Deployments

Unlike most 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

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…

Salesforce Nonprofit Cloud – What it Means For Your Organization

Salesforce Nonprofit Cloud is a new Salesforce for Nonprofits solution designed to meet the unique needs of nonprofit organizations and help them better achieve their missions. Nonprofit Cloud is built on the Salesforce platform, and it includes a range of features that are specifically tailored to nonprofit organizations. These features include tools for managing donor…

Utilizing Salesforce for Faith-Based Organizations

In an era where faith-based organizations are driven not just by spiritual missions, but also by the need for efficient management, Salesforce emerges as a great option. This powerful Customer Relationship Management (CRM) platform is not just for the corporate players; it’s a game-changer for nonprofits, churches, and charities looking to improve their outreach and…

NetSuite Field Service Management for HVAC & Plumbing

Are you searching for an enterprise field service solution to empower your technicians in delivering exceptional customer experiences? Plative is excited to showcase an outstanding tool for NetSuite users in the HVAC and Plumbing industries. Introducing NetSuite Field Service Management – a seamless solution designed to streamline scheduling, enhance mobility, and optimize data tracking for…

What Nonprofits Using Microsoft Need to Know

On July 15, 2024, Microsoft announced the retirement of its Fundraising and Engagement solution for nonprofit organizations, with technical support ending on December 31, 2026. We delve into what that means for nonprofits using Fundraising and Engagement and suggest a long-term database solution for nonprofits moving forward. Microsoft has announced the retirement of its Fundraising…

Building A Practical & Trusted AI Infrastructure For Your ERP

As the AI landscape continues to evolve, it is essential to ensure data security for your organization. Stay ahead of the curve by joining Plative and Oracle NetSuite in this webinar hosted by the Institute for RPA & AI: “Building A Practical & Trusted AI Infrastructure For Your ERP.” Learn how to balance leveraging AI while…

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…

Let's Get Started