Fundraising

Scale Fundraising with Autogenerated Outreach Source Codes

Streamline your fundraising campaigns with automated source code generation, ensuring accuracy and consistency at scale. Save time on manual tasks and redirect your resources toward strategic initiatives.

Understand Donor Impact with Soft Credit Rollups

Through soft credit rollups, you can easily track and analyze a donor's impact on your organization. This empowers fundraisers to see the full picture of donor contributions and recognize those who helped inspire giving, fostering stronger relationships and driving future support.

Automate Fundraising Rollup Calculation Updates

Keep your rollup calculations up to date effortlessly while preserving your custom configurations. Eliminate the need for manual re-cloning the latest Data Processing Engine (DPE) definition, saving time and ensuring seamless, accurate fundraising insights.

Customize Summary Displays

Fundraising admins can now tailor page layouts for summary objects, making it easier to organize and highlight essential information. As a result, fundraising admins can enjoy improved clarity and efficiency in managing key fundraising data.

Enhance Donor Segmentation

Campaign managers can now assign interest tags to outreach source codes, enabling more precise donor segmentation. This allows for better audience targeting with personalized campaigns to boost engagement and drive better results.

Improve Donor Relations & Track Gift Impact

Enhance donor relationships by capturing key details during gift entry, such as preferred communication methods or gift purposes. Easily map custom fields to include relevant information, ensuring personalized donor engagement and a clear understanding of gift impact. To enable this feature, navigate to Setup, search for Fundraising in the Quick Find box, and select Gift Entry. Use Field Mapping to customize your gift entry fields.

Create & Manage Pledges in Bulk

Using the Business Process API/commitments post, users can now create and manage multiple pledges or pledge updates at once. This streamlines the handling of pledges (gifts with a set amount and end date) whether they're fulfilled in a single payment or multiple installments, saving time and ensuring accuracy.

Customize Sources & Destinations for RFM Scoring

Customize your Recency, Frequency, and Monetary Value (RFM) scoring by selecting the source objects and fields that best reflect your data. Define destination objects and fields to display both individual scores and the composite RFM score, providing actionable insights to refine your fundraising strategies.

Streamlined Advancement-Specific Data Processing

Simplify the tracking and reporting of advancement designations with streamlined data processing. Advancement teams can monitor various fund types—endowed, capital, and operational—while capturing essential details through flexible fields. Ensure consistent data collection for institutional reporting, meet compliance standards, and gain deeper insights into donor roles, graduation status, giving levels, and gift purposes to strengthen donor relationships and strategic decision-making.

Manage Prospect Research Activities

Capture and organize comprehensive prospect research data for alumni, donors, and households. Relationship officers and researchers can track wealth indicators, philanthropic events, assessments, and milestones, providing a full view of donor activity. This long-term perspective supports ongoing research efforts and helps build stronger, more informed relationships based on a lifetime of engagement and insights.

Unlock Insights with Generational Cohorts & Graduation Status

Discover valuable alumni insights by analyzing generational cohorts and graduation status. Relationship officers and prospect researchers can categorize alumni by generations such as Baby Boomers, Gen X, Millennials, and Gen Z, or by graduation date, enabling more targeted engagement strategies and personalized relationship-building.

Outcome Management

Create Multiple Indicator Results

Easily capture and manage multiple indicator results on a single, user-friendly page. Enter data in a spreadsheet format on Lightning record pages or your Experience Cloud site, streamlining your impact strategy and ensuring clean, actionable data. Customize the information captured to align with your organization's workflow, enhancing tracking and progress measurement.

To enable this feature, add the Create Indicator Results component to your Program, Outcome, or other Lightning record pages. Configure the grid by adding, removing, or adjusting fields as needed.

Program & Case Management

Custom Care Plan Goals

Enhance client care by creating tailored care plans with custom goals that meet each individual’s unique needs. Make care plans more meaningful and engaging, ensuring clients feel valued and supported throughout their journey.

Clone Care Plan Templates

Ensure consistency and compliance by cloning care plan templates from existing ones, improving both quality and efficiency. Easily create new templates using the Copy Care Plan Template flow, and add a button to launch the flow directly from your page layouts for seamless workflow integration.

Automate with Stage Management

With Stage Management, you can automate repetitive tasks, minimize errors, and ensure regulatory compliance for program enrollments. Define clear stages with specific entry and exit criteria, streamlining workflows and improving efficiency for your program staff.

Set Default Status for Program Enrollment

Take control of program enrollments by setting your own default status when adding participants. Previously, all enrollments defaulted to "Applied." You can now ensure the status reflects your organization's specific needs, streamlining the enrollment process and enhancing consistency.

Grantmaking

Bulk Assign Grant Application Reviews

Optimize the grant review process by using flows to assign multiple applications to reviewers and share related records in bulk. Save time, improve consistency, reduce frustration, and ensure compliance, all while enhancing the user experience with these streamlined flows integrated with Stage Management.

Streamline with Stage Management

Automate routine tasks, ensure data accuracy, and maintain compliance with clearly defined entry and exit criteria for each stage. Grant managers can save time by assigning reviews in batches, allowing them to focus on more meaningful tasks and improve overall workflow efficiency.

Enter Multiple Grant Funding Results in Experience Cloud

Grant recipients can easily report the outcomes achieved with funding by entering multiple results at once through a streamlined, spreadsheet-like experience on your Experience Cloud site.

To enable this feature, add the Create Indicator Results component to the Funding Award page on your Experience Cloud site for efficient result tracking.

Share Funding Disbursements

Gain more flexibility in managing access to funding disbursements by customizing sharing settings. Set default internal or external access to Private, Public Read-Only, or Public Read-Write, allowing you to control who can view and edit your data for greater security and collaboration.

Conclusion

Salesforce’s latest updates to Salesforce Nonprofit Cloud are more than just enhancements—they’re game-changers for your nonprofit’s efficiency, compliance, and donor engagement. With these new tools at your disposal, you’ll be empowered to work smarter, not harder, and build even stronger relationships with your supporters. As you navigate 2025, these significant updates will help you stay on track and achieve your mission with greater ease and impact.

If you’d like more information on these Nonprofit Cloud updates or if you want to view past updates, please visit the official Salesforce Spring '25 release notes. If you have any questions about Salesforce or want to see any of the implementations in your own Salesforce organization, please contact DB Services!