Nonprofit Cloud Smart Start Demo 

Nonprofit Cloud is a powerful solution from Salesforce for Nonprofits that offers a central platform for fundraising, program management, human service case management, grants, and outcomes and impact reporting.

Nonprofit Cloud (NPC) helps organizations streamline operations, build stronger relationships with donors and constituents, and leverage data and AI to drive mission success, all while remaining flexible and scalable as needs evolve. 

As Director of Client Success at Arkus, I’m frequently asked about the features and benefits of various Salesforce solutions. To help answer those questions, we’re excited to launch a new series of demo videos designed to help our community better understand what Salesforce has to offer. One of the most common topics I’m asked about is Nonprofit Cloud, especially implementing fundraising functionality, so we’re kicking off the series with a video all about that. 

 In this demo, I’ve asked Arkus Implementation Consultant and 4x Salesforce Certified Expert Thomas Passafaro to walk through the fundraising tools in Salesforce Nonprofit Cloud that we recommend leveraging as part of the Arkus Smart Start.

Essential Tools for fundraisers

The Arkus Smart Start approach is designed to guide nonprofits through the planning and implementation of the essential fundraising and donor management tools currently available in Salesforce. It focuses on helping organizations build a strong foundation by aligning technology with their specific needs, ensuring they are set up for long-term success and growth.  Thomas shows how NPC makes it easy for nonprofits to manage donors, fundraising campaigns, and events with a drag-and-drop dashboard and reporting capabilities all in one place. 

Click below to watch Nonprofit Cloud Fundraising come to life, as we walk through the main features that are available for fundraisers. 

Our demo covers some priority features we recommend for nonprofit teams interested in improving their fundraising efforts, but it is not an exhaustive review of what you can do with NPC. The platform can also be integrated with numerous powerful third-party apps. Check out a more comprehensive overview below of the fundraising tools available in NPC.

Nonprofit Cloud Fundraising Features 

• Donation and Gift Management 
  • Track one-time, recurring, and in-kind donations.
  • Record soft credits, tribute gifts, and matching donations.
  • Manage donation allocations across funds, programs, and campaigns.
• Constituent Relationship Management (CRM)
  • Unified 360° view of donors, volunteers, members, and other constituents.
  • Track interactions, affiliations, interests, and giving history.
  • Identify high-potential donors with engagement tracking and scoring.
• Campaign Management
  • Create and manage fundraising campaigns with goals, budgets, and ROI tracking.
  • Segment donors and prospects for targeted appeals.
  • Measure campaign effectiveness in real-time.
• Recurring Donations and Pledges
  • Automate monthly, quarterly, or annual giving programs.
  • Set up and track multi-year pledges with flexible payment schedules.
• Engagement Plans and Moves Management
  • Build engagement plans to automate stewardship and cultivation workflows.
  • Track key milestones in donor journeys (e.g., thank-you calls, personalized follow-ups).
• Reports and Dashboards
  • Prebuilt and customizable fundraising dashboards (e.g., LYBUNT, SYBUNT, top donors).
  • Real-time reports on campaign performance, donor retention, and revenue trends.
• Grant Management (Add-on or Integration)
  • Track grant applications, deadlines, requirements, and outcomes.
  • Manage funder relationships similarly to donor stewardship.
• Major Giving & Prospect Management
  • Manage portfolios for major gift officers.
  • Use wealth screening data integrations to prioritize outreach.
• Online Fundraising & Payment Integrations
  • Integrates with tools like Classy, Donorbox, and Salesforce Payments.
  • Accept online donations, peer-to-peer fundraising, and event registrations.
• Program Management Integration
  • Tie donations directly to impact by connecting funding to programs and outcomes.
  • Bonus: Artificial Intelligence (AI) Tools
    • Predictive donation insights with Einstein to provide predictive insights, helping nonprofits personalize engagement and optimize outcomes.

Stay tuned for more demos packed with expert insights to help you stay ahead with Salesforce. We also share events, product information, and news regularly on LinkedIn and through our monthly newsletter. We invite you to subscribe to our newsletter in the sidebar to the right.

Are you interested in Nonprofit Cloud or using Salesforce for Nonprofits? Reach out to us today through our contact form to explore how Arkus can help your organization achieve its mission.