In This Article: Author Tasha Van Vlack

Introducing fundraisingManager, a Salesforce Elevate Alternative for Canadian Non-Profits

Learn How Cloudstack Services’ Customizable Software Streamlines Fundraising Workflow, Letting You Spend Less Time On Paperwork And More On What Really Matters.

Running non-profit programs and fundraising campaigns comes with no shortage of challenges. From finding fresh ways to keep donors engaged and in the giving spirit to efficiently managing the efforts of a geographically distributed network of volunteers, there’s always more to do. These important but time-consuming tasks can distract even the most dedicated and organized administrators, creating a mountain of paperwork that can potentially keep you from devoting attention to your organization’s chief mission.

The good news is that help exists in the form of software designed specifically to help manage fundraising efforts. Salesforce Elevate – a solution built on the world’s most popular and powerful CRM software – provides a time-saving management interface that allows you to administer all of your programs effectively, keeping track of constituent vitals while simplifying back-end processes related to payments.

The bad news is that Elevate isn’t yet available or optimized for Canadian non-profits. However, working as an experienced Salesforce implementation partner, cloudStack has created a tool for nonprofits called fundraisingManager. It’s a fundraising management system built on the Salesforce Nonprofit Success Pack (NPSP). This strategically customized alternative to Elevate includes features frequently requested by fundraising organizations to deal with a different set of government rules and regulations.

For example, it streamlines the acknowledgement and donation receipt process. You can create custom donor acknowledgements using Microsoft Word templates (no coding required), and meet the unique receipting requirements of the Canada Revenue Agency – printed or electronic tax receipts can be sent automatically to addresses provided by donors when they make their donation – so that both you and your giving base spend less time dealing with the bureaucracy of fundraising.

It also adds full-featured, customizable, bilingual website donation forms to remove barriers and simplify the giving experience, which saves time, keeps people on your site, and increases conversion rates. You can generate report data on the progress and results of each of your campaigns, control which fundraising programs donors can choose to give towards, and access this data from virtually anywhere. Plus, it integrates with a payment processor to facilitate secure processing of digital transactions, including one-time and recurring donations, to help make people feel safer and more confident while pledging online. All this, and it supports more traditional forms of donation – such as cash, cheques, and even in-kind gifts – as well.

Custom Amounts, Custom Brand Colours and Custom Campaign Allocations

Optionality for Donors to Cover our already low Stripe Processing Fees

Better still, cloudStack Services takes care of implementation, training, and support for you. We’ll handle everything to get you and your team set up and using fundraisingManager quickly and painlessly, and we can adapt, configure, and customize the out-of-the-box product to meet your organization’s specific needs. Plus, as a cloud-based service you need never worry about updating hardware or software. You’ll always have access to and will be using the latest version of the technology.

fundraisingManager gives you your time back. Designed for and under consultation with Canadian non-profits, it automates many of your daily fundraising tasks and provides valuable intelligence you can use to improve ongoing and future campaigns, letting you return focus to your organization’s macro strategy and goals.

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