Community Foundations

Our Salesforce for Community Foundations is a comprehensive end-to-end Salesforce solution including the following modules:

Development & Donor Relations

• Salesforce Enterprise CRM + NPSP + Donor 360 (Foundation Partners)
• Salesforce Experience Cloud for Donor Portal

Marketing & Communications

• Salesforce Enterprise CRM + Pardot or Marketing Cloud

Program / Community Relations

• Salesforce Grants Management (Outbound Funds or Custom)

Accounting & Finance

• Accounting Seed + Fund 360 (Foundation Partners) including Fund Accounting, Pool Allocations, Admin Fees, Spending Policy, Fund Statements

Private Foundations

We offer solutions for all types of foundations including CRM, Grants Management and Accounting.