Fundraising Tools

Grow Your Nonprofit with Salesforce.org Elevate

Jun 02, 2021

One of the defining characteristics of the nonprofit sector is that it is chronically underfunded. There never seem to be enough resources or time to meet demand, and this has never been truer than now.  

The pandemic has increased demand for the services that nonprofits provide, while reducing their revenues, forcing them to streamline their operations to continue serving their invaluable missions. As a professional in the nonprofit sector, this means making the most of the limited resources you have. To maximize your nonprofit’s impact, you must know exactly what needs to be improved.  

Data management can be a massive undertaking. Data scientists spend nearly half their time organizing and cleaning data. This is why even though 85% of nonprofits acknowledge that technology is crucial to their success, only 23% have a long-term strategy to using it, according to this Salesforce report. 

Historically, there has been a lack of seamlessly configured solutions that address all of your nonprofit’s needs. You may have had to integrate several different tools and programs, and the result is not always seamless.  

Not only are these integrations expensive to implement and maintain, but you also often end up with fragmented data needing inefficient, manual workarounds. Understandably, you may decide to spend your limited resources on directly serving your mission instead of on software integrations.  

 
Salesforce.org Elevate 

The Salesforce.org Nonprofit Success Pack (NPSP) has been in use for over a decade and provides fundraising capabilities. Nonprofit technology providers have built nonprofit-focused solutions that either act as extensions to Salesforce CRM or integrate with Salesforce.  

Salesforce.org has released Elevate, a solution that combines the key pieces your nonprofit needs to operate: payment processing, constituent management, and accounting.  

Elevate offers: 

  • Giving Pages 
    Customizable online donation forms that can match your brand, accept single or recurring donations, be standalone forms or be embedded in your website, add custom fields, and provide an option to cover processing fees.  
  • Payment Services  
    An integrated payment processing capability that can be used with your own existing online donation forms or with Giving Pages. You can also directly process payments in Salesforce via the NPSP (for charitable organizations) or Gift Entry Manager (for educational institutions). Learn about how to select a payment processor in Elevate here 
  • Philanthropy Cloud for Causes 
    An administrative interface for all Salesforce.org customers to claim and customize their organization profiles in Salesforce.org Philanthropy Cloud and manage their employees, providing access to new sources of donors through workplace giving and volunteering campaigns.  

Elevate helps your nonprofit effectively manage and retain donors, provide a seamless donor experience, and ensure that your donors are protected with effective fraud-prevention tools and full PCI compliance.  
 

Built for your unique needs 

Many nonprofits tend to focus on total fundraising and donor numbers, and do not track key metrics such as the number of transactions, average transaction amount, total amount raised via payment cards and ACH, and the cost of processing these payments.  

Delving deeper into the finer points of your balance sheet will help you gain a deeper understanding of key parameters and guide your decision-making process by helping you determine what’s working and what isn’t.  

In Elevate, you have access to all your data in one place. You can analyze revenue volumes broken down by payment types, as well as average donation amounts and changes due to seasonality. This makes it much easier to keep track the cost of doing business, the efficiency of your fundraising efforts, and the cost of processing transactions.   

iATS Payments by Deluxe® is proud to be a payments services provider for Elevate. As the only payments provider that works exclusively with nonprofits, we understand the unique challenges you face. 

Given the greater than ever demand for your services and shrinking resources, there is an urgent need to scale up your operations affordably to maximize your nonprofit’s impact. To achieve this, nonprofit technology providers have come together to pool our expertise to help you focus on what you do best – serve your communities. 

We are a supported payment processor for Salesforce Elevate! Learn more about how you can grow your nonprofit with Elevate and iATS Payments.