Limited donation management

Salesforce Nonprofit Cloud offers a comprehensive donor management system that tracks donor interactions, donation history, and communication preferences.

It enables personalized communication and targeted campaigns, leading to improved donor relationships and increased quantity and quality of donations.

In times of plenty and uncertainty, fundraising is critical to maintaining and expanding programs and services. Having a centralized place to maintain and engage with donors and prospects is essential to that effort.

Process

Fíonta’s team of skilled consultants brings years of experience working within and with nonprofit organizations. During our engagements, our team documents your existing fundraising processes, recommends system and process improvements to ensure your organization can run analysis on your current donor base, have a simplified donor experience for online and offline donations, and provide your fundraising staff with the ability to surface and target new and lapsed donors.

Wealth identification

Our team understands the nuances of prospect management and has experience with various tools in that area, such as WealthEngine, Wealth-X, iWave, and Windfall. We will work with you to surface prospect data within Salesforce to ensure when you are doing outreach, you have the latest and best information on the propensity to give and can target your tasks accordingly.

Automation

We will also work with you to automate the creation of hard mail, including gift acknowledgment letters and year-end tax receipts, allowing you to spend more time and resources prospecting, connecting with existing donors, and engaging with your supporters.