Fundraising in Nonprofit Cloud

Available in: Lightning Experience

Available with: Enterprise, Performance and Developer Editions with Nonprofit Cloud

Fundraising enables nonprofit organizations to fulfill their missions and sustain their operations. Nonprofits typically rely on funds raised through donations, grants, events, and campaigns to support their programs, services, and day-to-day functions. Here are some reasons why fundraising is crucial for nonprofit organizations.

Set up and configure Fundraising in Nonprofit Cloud to support and manage the fundraising operations for your institution. Track and manage individual giving, major gifts, corporate sponsorships, and fundraising events. Configure Fundraising features, page layouts, and gift operation processes to help engage donors, manage gifts, and drive successful development programs.

• Get Started with Fundraising
  Fundraising provides tools to engage donors, raise funds, and drive revenue. Gain data-driven insights that can fuel your fundraising strategy for donors of all kinds. Explore a trial org and learn about what's included, the recommended setup, and how to get ready for your implementation.
• Learn About Fundraising in Nonprofit
  Fundraising provides new and easy ways to engage donors, raise funds, and drive outcomes with specialized tools and data-driven insights.
• Fundraising Editions and Permissions in Nonprofit
  Review the supported products and editions for Fundraising. Then check out how your product handles permissions and how to assign them.
• Set Up Fundraising in Nonprofit
  Enable Fundraising, configure user profiles, users, and permissions, and set up key features and automation so users can get started using Fundraising.
• Automate Gift Operation Processes in Nonprofit
  For Fundraising, Salesforce provides flows, invocable actions, and Lightning web components that are tailored to meet specific business needs.
• Agentforce for Fundraising in Nonprofit
  Use Agentforce agents in Fundraising to automate donor management tasks and support your fundraising team's research and engagement efforts.
• Gift Validations in Nonprofit
  To complete bulk data migrations as quickly and smoothly as possible, pause some gift validations. Pausing checks on gift transactions, gift commitments, and gift commitment schedules decreases friction during the migration process. Use these tables to review gift validations and see which checks are available to pause within Fundraising Settings.
• Gift Commitments in Nonprofit
  Use the Fundraising app to manage all types of gift commitments, both monetary and in kind. You can track gifts for particular opportunities and campaigns, change transaction schedules, and update donation amounts. Automated tasks simplify handling recurring donations. You can also easily monitor upcoming, missed, failed, and recently paid and refunded transactions.
• Gift Transactions in Nonprofit
  Use gift transactions to track donations that you receive as one-time gifts or as an installment to fulfill a commitment.
• Gift Designations in Nonprofit
  A gift designation is a fund that represents a specific purpose for a gift, such as an earthquake relocation fund and a fund for after-school care in an underserved community. Quickly allocate incoming donations to specific funds with gift designations.
• Gift Types in Nonprofit
  Nonprofits and educational institutions receive and record incoming funds through various methods. Identify the different gift types and how to represent them in your organization.
• Gift Entry and Processing in Nonprofit
  Enter gifts individually or add them to a gift batch. A gift batch uses a gift batch template that enables you to quickly create gift entries that have the same set of fields.
• Manage Constituent Addresses in Nonprofit
  Address management is vital to keeping address data accurate and organized. For constituents, use the contact fields (such as Mailing Address) and for business contacts, use the account fields (such as Billing Address). Furthermore, constituents often have multiple addresses that they use at various times of the year. Track these addresses, or track the constituent's historical addresses, so that you always send outreach materials and gift acknowledgments to the address in use by the constituent.
• Gift Acknowledgments and Tax Receipts in Nonprofit
  Quickly and easily provide acknowledgments and tax receipts to your donors.
• Track Gift and Donor Trends with Rollups in Nonprofit
  Metrics related to donor giving and gift designations are available at a glance in the Fundraising Philanthropy and Partnerships app.
• Household Account Rollups in Nonprofit
  Rollups for household accounts aggregate gift data from the household and all its members. Learn what a household account is, the requirements to set it up, and how household rollups differ from individual donor rollups.
• Gift Planning in Nonprofit
  Establish multiyear philanthropic journeys for prospects and donors that include complex planned gifts, such as charitable gift annuities, trusts, life insurance, donor-advised funds, and bequests. Streamline and automate processes, reduce inefficiencies and risks, and ensure compliance with evolving legal and institutional policies.
• Outreach Source Codes in Nonprofit
  Use outreach source codes to identify the outreach methods used with your campaigns to help determine which approaches are successful.
• Scoring Frameworks Help Increase Fundraising Success in Nonprofit
  Scoring frameworks, like the Recency, Frequency, and Monetary value (RFM) score, help to identify the donors who are the best fit for each of your campaigns or outreach programs. Matching your donors to specific outreach endeavors improves your fundraising success and your relationships with your constituents.
• Philanthropic Research in Nonprofit
  Philanthropic research is the foundation of strategic donor engagement. Use Philanthropic Research tools in Salesforce to understand donor capacity, track wealth signals, and build meaningful relationships with individuals and organizations. With a centralized view of philanthropic data, prioritize outreach and identify opportunities for deeper engagement.
• Donor Profiles in Nonprofit
  The Donor Profile contains key information about your donors all in one place.
• Donor Support Profiles in Nonprofit
  The Donor Support Profile helps you provide fast and personal support to donors.
• Create a Donor Brief in Nonprofit
  Enhance your donor engagement with automatically generated donor briefs, designed to streamline the creation of comprehensive donor profiles. Donor briefs support major gift officers by integrating with existing profiles and customizable templates, enabling generation of tailored briefs directly from donor records. Save time and improve efficiency in preparing for critical meetings by making sure you have all the necessary information at your fingertips.
• Fundraising Intelligence in Nonprofit
  Fundraising Intelligence offers a comprehensive suite of Tableau Next dashboards to assess fundraising performance, optimize strategies, and achieve cost-effective results. Integrated with Data 360, the dashboards feature detailed data visualizations and analysis of key performance indicators, enhancing the efficiency of fundraising strategies.