Fundraise with Nonprofit Cloud

Learn how to manage donors and donations with Nonprofit Success Pack and Salesforce.

• Learn how to manage donations with Nonprofit Success Pack.
• Assign credit for a donation to one or more people who are not the donor.
• Move a donor or funder from cultivation through solicitation.
• Manage all of your constituent engagement efforts with campaigns.
• Engage donors and process payments with integrated fundraising tools.
• Translate your CRM data revenue into permanent, transparent accounting data.
• Explore how artificial intelligence can boost your organization’s fundraising.

• Donation Management Basics with Nonprofit Success Pack
• Create or Edit Donations
• Create or Edit Payments
• Create Recurring Donations
• Create and Edit Donation Allocations
• Acknowledge a Donation
• Donation Soft Credit Management with Nonprofit Success Pack
• Manage Contact Roles and Soft Credits
• Create and Manage Soft Credits
• Create Matching Gifts
• Manage Partial Soft Credits
• Moves Management with Nonprofit Success Pack
• Identify Target Prospects
• Manage Engagement Plans
• Manage Donors, Tasks, Events, and Email
• Visualize the Solicitation Process with Path, List Views, and Kanban
• Collaborate with Chatter
• Campaign Management with Nonprofit Success Pack
• Track Engagement with Campaigns
• Create Campaigns and Campaign Hierarchies
• Create Campaign Members and Monitor Their Engagement
• Manage Campaign Responses
• Analyze Campaign Data
• Salesforce.org Elevate for Fundraising and Advancement
• Meet Elevate
• Enter Donations in Salesforce
• Set Up Giving Pages in Elevate
• Experience Elevate
• Accounting Subledger for Nonprofits and Educational Institutions
• Get to Know Accounting Subledger
• Configure Accounting Subledger
• Record Accounting Information
• Export Journal Entries to Your Accounting System
• Einstein for Nonprofits: Quick Look
• The Power of Artificial Intelligence for Nonprofits