Why Fundraising Managers Love Salesforce Gift Management

Managing your donations can be a time-consuming and complex process. For fundraising managers, admin tasks around managing gifts are a necessary inconvenience that takes time away from what really matters; increasing revenue for their organisation. Despite the frustration associated with gift management, managing your donors is critical to your success as a nonprofit. You need to be able to track one-off donations, subscription-based gifts and develop relationships with your donors. This is where Salesforce’s donor management tool can help.

Introducing Salesforce Nonprofit Success Pack (NPSP), NPSP is a powerful tool to help nonprofits manage their donors. It allows nonprofits to easily collect donations, customise follow-up emails and generate comprehensive reports of donation progress. It also provides contact information storage for each donor, so you can build and strengthen relationships with them and keep track of any communication they have had with your organisation. Furthermore, the Nonprofit Success Pack integrates seamlessly with other systems, so you don’t have to spend additional time moving data between different programs or applications. Plus, it’s secure, providing peace of mind that your data is safe from cybercriminals. Salesforce Nonprofit Success Pack is an excellent solution for any nonprofit looking for an efficient way to handle gift management.

Gain a Unified View of Supporters​ | Pracedo | Summit (Platinum) Salesforce Partner

Gain a Unified View of Supporters

Salesforce NPSP helps you gain a unified view of your supporters by storing all donor contact information in one central place, creating a single source of truth. This feature allows you to quickly access any donor information with ease and efficiency, eliminating the need for multiple data sources.

With a single source of data, nonprofits can more accurately track donations and generate comprehensive reports. The most impressive feature of Salesforce’s donor management tool is its ability to store every engagement point for each donor so that you can better understand them and keep in touch after they have made a donation. Whether you want to track your donor’s first gift, their volunteering availability or trends in donation behaviour, Salesforce Nonprofit Success Pack has a solution for you. NPSP helps deepen the relationship between your nonprofit organisation and your donors on an individual basis.

Additionally, Salesforce’s donor management system integrates seamlessly with other systems, giving nonprofits the flexibility they need without spending extra time manually entering data into multiple systems or applications. Whether you’re integrating with outside systems or other Salesforce products such as Marketing or Service Cloud, you can be confident that all of your data is secure in Salesforce making sure you’re protected from cyber criminals or hackers.

Maximise Revenue with Vital Engagement

Maximising revenue is a top priority for any nonprofit organisation. One of the best ways to achieve this goal is through vital engagement with donors using Salesforce Nonprofit Success Pack (NPSP). With NPSP, you can develop and strengthen relationships with your donors by understanding their needs, interests and preferences. You can then use this information to tailor your outreach efforts and create targeted campaigns that resonate with your donors and increase the likelihood of them donating to your cause again and again.

Salesforce NPSP can help you to drive engagement and increase retention rates by improving donor engagement, as it allows you to send out thank-you emails after every donation quickly. Furthermore, customising follow-up emails helps to improve donor retention rates by showing your donors that their gifts are appreciated and valued. These emails can be sent automatically or manually, depending on your preferred contact method.

Read our article on utilising NPSP Engagement Plans to improve your donor engagement.

Track Donations Easily

NPSP’s donation tracking features make it easy to keep up with when donations come in, who they are from, and how much has been donated. The tool also allows you to create custom reports on your progress to track fundraising goals easily. NPSP has a number of insightful out-of-the-box dashboards and reports you can use to take your nonprofit to the next level.

Click here to learn more about how reports and dashboards in NPSP can help your organisation.

NPSP can help you maximise revenue through its powerful reporting capabilities. With NPSP, you can generate detailed reports on donor activity, fundraising progress, campaign success rates and more. This data will give you valuable insights into what’s working and where there’s room for improvement in your fundraising efforts. By analysing this information, you can make informed decisions about allocating resources effectively and maximising revenue generation opportunities. Ultimately, leveraging vital engagement strategies with NPSP will help you build stronger relationships with donors while also increasing revenue for your nonprofit organisation.

Do I need a Salesforce Partner?

Implementing Salesforce can be a complex process, especially for those unfamiliar with the platform. This is where a Salesforce partner, such as Pracedo, can be instrumental in helping your organisation achieve success. A consultant can work with you to understand your unique business needs, objectives and create a customised implementation plan that meets those requirements. They will also help you choose the right Salesforce products and features to meet your specific needs.

A Salesforce consultant can also provide valuable guidance on best practices for data migration, customisation, and integration with other systems. They will ensure that all data is correctly migrated from legacy systems and integrated seamlessly into Salesforce. Additionally, they will help train your team on how to use the new system effectively so that you can get the most out of your investment. By working with a consultant, you’ll have access to expert advice and support throughout the entire implementation process, ensuring that everything runs smoothly from start to finish.

Read some of our nonprofit success stories to see how we transformed their fundraising activities

Take Control of Your Gift Management with Salesforce

Salesforce’s donor management tool has a multitude of features that allow you to easily manage and track donations from multiple sources. You can create custom donation forms for easy donation tracking, customise donation follow-up emails, and import donor data into Salesforce quickly and accurately. In addition, their reporting feature gives you immediate visibility into your fundraising progress at any time. Overall, Salesforce Nonprofit Success Pack is an invaluable tool for fundraising managers looking for an efficient way to manage their donations. By automating admin tasks associated

To find out more about how Pracedo can help you get started with Salesforce Nonprofit Success Pack, simply get in touch today at ask@pracedo.com or schedule a call with one of our expert consultants here.


Pracedo is an award-winning Summit (Platinum) Salesforce Consulting Partner that delivers innovative Salesforce implementations to forward-thinking customers.

With over a decade of experience focused on Salesforce, we work with our customers to unlock the platform’s power through tailored implementations that facilitate achieving business goals and ambitions. Our team of certified Salesforce consultants globally provides a tailored consultancy service, drawing the breadth and depth of knowledge earned from over 1000 projects across our various locations in London, Melbourne, Brisbane, Amsterdam, and Belgrade.

Implementations and customisations include: Salesforce Sales CloudSalesforce Service CloudSalesforce Marketing CloudSalesforce Marketing Cloud Account EngagementSalesforce Revenue CloudSalesforce Experience Cloud and Salesforce Nonprofit Cloud.

Discover The Impact Of Pracedo