Fundraising

Every donation accounted for.

Payments, recurring giving, receipting and donor engagement connected on one platform, so finance and fundraising are finally looking at the same numbers.

The donation is the easy part.

Taking the money is the one step most systems handle well. What happens in the hour and the year afterwards is where fundraising is actually won or lost.

Everything after the gift

Receipting, thanking, reconciling and the next conversation, all triggered from the gift itself rather than from a list someone remembers to work through on Monday.

One supporter, not five records

The same person gives online, buys a raffle ticket and turns up to the gala. Without a single record you thank them three times and ask them for money on the day they donated.

Finance and fundraising agree

Two teams reporting different totals for the same month is a gateway problem, not a competence problem. When the gift lands as a reconciled line, the argument stops.

Non Profit Cloud

Fundraising on Salesforce.

  • Built on Salesforce Non Profit Cloud, the enterprise platform behind most serious fundraising operations.
  • Donation pages, community fundraising and supporter records on one system rather than three subscriptions that do not talk to each other.
  • Substantial sector discounts are available, so you are not paying commercial rates for the foundation.
Donation pages Community fundraising Regular giving Supporters Campaigns Receipting
Contact profile

Know who you are talking to.

  • One contact record holding gifts, events, volunteering, campaigns and every conversation you have had.
  • Engagement visible at a glance, so you can see who is warming up and who is quietly drifting away.
  • Household and organisation relationships mapped, so the ask goes to the right person the first time.
Alex NguyenSupporter since 2019, household of two Highly engaged Engagement Monthly gift, $40 since March 2021 Ran the city half marathon, raised $1,840 Volunteered at two events last year Next best action: invite to the giving circle
Payments

Money in, without the re-keying.

  • Gateways integrated directly into Salesforce, so a gift becomes a record the moment it clears.
  • Refunds, failed payments and retries handled in the same place as the donor record, not in a separate portal.
  • Finance reconciles from the system itself rather than from an export and a lot of goodwill.
Salesforce Payment gatewayCards, Apple Pay, direct debit $40 $250 $75 $1,000 Gift recorded Receipt issued Reconciled
Regular giving

The gift that keeps arriving.

  • Monthly giving set up in a few steps, with donors able to change their own amount without ringing the office.
  • Card expiry reminders and failed payment retries handled automatically, which is where most regular giving quietly leaks.
  • Lifetime value and attrition visible per campaign, so you know which appeals actually built something lasting.
Monthly gift, $40Active JanFebMarAprMayJun $40$40$40$40$40$40 Given so far$1,920
Community fundraising

Supporters raising money for you.

  • Personal fundraising pages for runs, rides, birthdays and in memoriam appeals, set up by the supporter themselves.
  • Every dollar attributed back to the fundraiser and the campaign automatically, with no month end spreadsheet.
  • Teams, totals and milestone prompts without paying for a separate platform that holds your data.
Sam's half marathonFundraising for the shelter $1,840 of $2,000 $25 $50 $20 $100 $35 FriendColleagueNeighbourFamilyLocal shop
Marketing

Journeys, not blasts.

  • Automated email journeys that respond to what a supporter actually did, rather than the same newsletter to everybody.
  • Welcome, thank you, upgrade and lapsed journeys running quietly in the background all year.
  • Every send recorded against the contact, so the next conversation starts with context.
Welcome, thank you for giving Here is what your gift did Would you give monthly? We have not heard from you Logged on the contact GiftDay 30

Talk to us about fundraising.

Whether you are replacing something that has stopped working or building properly for the first time, a short call is usually enough to work out where to begin.

Say Hello