end-to-end foundation solutions

amplify your impact

We specialize in delivering comprehensive Salesforce solutions designed specifically for community foundations. Our integrated approach streamlines operations, enhances donor engagement, and amplifies your Foundation’s impact.

Development and Donor Relations:

  • Salesforce Enterprise CRM: Leverage a CRM to manage donor relationships effectively.

  • Nonprofit Success Pack: Utilize Salesforce's NPSP for enhanced donor management.

  • Donor 360: Gain a comprehensive view of donor interactions and history.

  • Salesforce Experience Cloud: Offer a personalized portal to engage your community.

Marketing and Communications:

  • Salesforce Enterprise CRM: Centralize your marketing efforts within a unified platform.

  • Marketing Cloud Account Engagement: Implement targeted campaigns to reach your audience.

Grants and Scholarships:

  • Salesforce Grants Management: Manage outbound funds efficiently with tailored grant management solutions.

Accounting and Finance:

  • Fund 360: Fund accounting on the Salesforce platform. General Ledger, Journal entries,, pool allocations, administrative fees management, spending policy enforcement, and comprehensive fund statements.

"Our previous setup created unnecessary challenges for our donors and our team. We knew we needed a system that matched the level of service and efficiency our donors expect and deserve "

- Kala Hill, Director of Donor Relations, the Bradley Impact Fund

some of our valued clients: