Fundraising & Development Quick-Starts

Return to Nonprofit Cloud

Harness the power of automation and so much more with Salesforce's Nonprofit Cloud (NPC) and pave a better pathway to an enhanced fundraising experience.

A fundraising and development implementation from Nimbus Tech can benefit nonprofits who: 

Want a simpler, more streamlined way to organize and manage their fundraising efforts.
Want to track their donors, donor traits, revenue sources, or fundraising initiatives.
Want to save time, reduce manual labor, and harness the power of automation.

Synopsis of Features & Capabilities

Track constituents and their relationships and affiliations.
Record and report on revenue sources, such as donations, grants, event registrations, sponsorships, memberships, and more.
Create donor levels and engagement plans to strategically pursue new and existing donors.
Manage fundraising campaigns and initiatives. With multi-level hierarchy, you have the ability to create subcampaigns, record allocations, and gain vision into how money is spent and received.
Create and send gift acknowledgements and year-end tax receipts.
Measure KPIs such as donor/donation growth, retention and acquisition rate, donation converstions by channel, turnover, and more.

What's Included: Fundraising & Development Quick-Start Tiers with NPC

Yellow Base Tier Icon - backpack

Base tier quick-starts include:

Constituent management

Fundraising effort tracking

Best practice configurations

Onboarding and end-user training

Trailhead recommendations and user training resources

Blue Rise Tier Icon - arrow

Rise tier quick-starts include these key additions:


Engagement plans

Online fundraising

Tax receipts

Events sales processes

Coral Horizon Tier Icon - sunrise

Horizon tier quick-starts include these key additions:

Custom reports and dashboards

Simple data migration

More custom fields

Customized batch and gift entry templates

Teal Summit Tier Icon - mountain

Summit tier quick-starts include these key additions: 

Additional object customization

Additional levels and engagement plans

Engagement scores

Automated engagement plans

Pardot setup

Extended training

Personalized user guide

Return to Nonprofit Cloud

Our Process

Get Started

We're here to get you started and up and running smoothly with your Salesforce platform. From Discovery through Delivery, we make a point to clearly communicate with our clients and keep you updated with progress and resources.

Our process step 1: discoveryOur process step 2: designOur process step 3: developOur process step 4: delivery