Fundraising & donor relationships
Track gifts, pledges and donor interactions with context for the next conversation.
Explore implementation ↗Salesforce for Nonprofits
Salesforce for
nonprofits.
Connected to your mission.
More context for the people moving your mission forward.
Bring fundraising, programs and supporter relationships together, with practical workflows for the teams delivering your work.
✓ Dedicated specialists✓ Scope built around your needs
Engage supportersCoordinate programsUnderstand outcomes
What a connected experience makes possible
From the first connection
to lasting involvement.
Give every team a clearer view
of the relationships it serves.
- 01
Engage
Keep donor and supporter interactions in context.
- 02
Coordinate
Connect gifts, grants and the work they support.
- 03
Deliver
Help program teams organize services and follow-up.
- 04
Learn
Bring consistent activity and outcome measures together.
Built forCommunity nonprofitsFoundations & NGOsAdvocacy organizationsSocial service teams
Your next step
What would a better
connection make possible?
Bring your mission, systems and team priorities. We’ll help define what Salesforce should make easier.
Discuss your nonprofit’s needs A focused conversation about your requirements.Your conversation brief
Three things we’ll work through.
- 01
Your mission priorities
Fundraising, programs or supporter engagement.
PeopleProgramsGoals - 02
Your current tools
Donation, accounting, events and reporting systems.
GivingFinanceCRM - 03
Your working plan
Team capacity, data readiness and delivery priorities.
OwnersDataScope
Where we help
Salesforce for the work
behind your mission.
Useful workflows for fundraising,
programs and operations.
Grants & institutional giving
Coordinate funding opportunities, applications, awards and reporting deadlines.
Programs & service delivery
Organize participation, services and follow-up around your program model.
Explore custom development ↗Volunteer & community engagement
Connect people, availability and assignments with your team’s coordination workflows.
Events & supporter communications
Bring event participation and communication preferences into a shared relationship view.
Explore engagement services ↗Outcomes & operational reporting
Use consistent measures to understand activities, program progress and reporting needs.
Explore Salesforce consulting ↗Salesforce integration for your industry
Connect the tools
your mission relies on.
Bring the right information together.
Keep ownership clear.
Your nonprofit ecosystem
Giving & paymentsDonation platforms · Payment processors
Finance & accountingAccounting systems · Gift reconciliation
Events & engagementRegistration · Email · Volunteer tools
SalesforceDonor relationships, program context and coordinated follow-up.
The teams it supports
FundraisingSupporter history and giving context
ProgramsParticipation, services and next steps
Operations & leadershipConsistent data and useful reporting
Illustrative architecture. Nonprofit Cloud and NPSP have different data models; we design connections around your chosen setup and available interfaces.
Explore integration services ↗
People, process & governance
People first.
Clear responsibilities.
Give fundraising and program teams the information they need, with thoughtful access to donor and participant data. Build training and ownership into the plan.
- Relevant relationship context
- Role-based access
- Practical team training
- Clear data ownership
How we work
A plan that fits
your organization.
Mission, people and technology.
Priorities agreed together.
- 01
Listen
Understand your mission, workflows and teams.
- 02
Design
Agree the platform, data and connections.
- 03
Prepare
Validate records and train the people using them.
- 04
Support
Launch with clear ownership and ongoing help.
Expertise you can see
Our Certifications & Awards
Clutch & UpCity recognition
Independent perspectives.
Long-standing partnerships.
Why Zivoke
Your mission.
A practical partnership.
- Fundraising and program priorities considered together
- Data migration and integration in the delivery plan
- Training and support for your internal team
“We enjoyed working with Zivoke, as they took both our need and available budget into consideration.”
Do you work with Nonprofit Cloud and NPSP?
Yes. We can support existing Nonprofit Success Pack (NPSP) environments and assess or implement Nonprofit Cloud. They are distinct product approaches with different data models, so we review your requirements, licenses and migration needs before recommending a path.
Can we bring fundraising and program information together?
Yes. We work with fundraising, program and operations teams to define shared relationships and appropriate access. The configuration and any additional products depend on your chosen platform and the work you need to coordinate.
Can you migrate donor records from spreadsheets or another CRM?
We can plan field mappings, duplicate handling, gift history and data validation with your team. The migration scope includes agreement on what moves, how records are checked and who signs off the result.
Can Salesforce connect to our donation and accounting tools?
We assess your donation platforms, payment processors, accounting and engagement tools for supported interfaces. The design defines data ownership, reconciliation steps and how updates move between systems.
Can you support grants, volunteers and events?
Yes. We can configure workflows and connect appropriate tools for grant tracking, volunteer coordination and events. Features may require additional products, packages or development, which we confirm during scoping.
How do you handle donor and participant data?
We agree access roles, data handling, consent-related requirements and reporting needs with your organization. These decisions guide configuration, migration and testing, with ownership documented for your team.
Do you offer training and support after launch?
Yes. Training can be tailored to fundraising, programs and administration. Ongoing managed support can cover configuration, reporting, integrations, performance and enhancements, with scope and coverage agreed together.
Let’s talk about what’s next
Connect your teams.
Support your mission.
Bring your priorities and current systems.
Let’s define the next step together.