Free Donor Management Platform [data sheet]
Salesforce.com and Click & Pledge Partner to Offer A Free Donor Management and Payment System for Nonprofits.
The gift of a donor management solution from the Salesforce.com Foundation is a remarkable philanthropic gesture…and a huge opportunity for all registered 501c3 nonprofits.
Salesforce.com products lead the world in web-based business services. So make no mistake, you’re getting a world-class donor management platform. It’s an easy-to-use data management and “real-time” payment integration that is custom-built for nonprofits.
You will become more effective in raising online funds, eliminate expensive hardware and software fees, and gather, report and analyze data more effectively.
Price? ... It’s FREE…
... up to 10 annual licenses to 501c3 nonprofit organizations. No longer is it necessary to invest thousands of dollars in hardware, software, support and maintenance fees.
And complementing the donor management platform is a complete integration with the feature-rich Click & Pledge Payment System. Plus you’ll enjoy an exclusive set of unmatched features, including:
- Real time donor payment information
- Virtual terminal with order re-processing capability
- Batch import of all existing transactions, including cash, check, PO, invoices
- 70+ customized reports
In sum, it’s all free...all open…all custom made for nonprofits. Wow.
Read more at:
Get Started Today & Apply
Please select one option below that describes your situation:
- I am NOT a Click & Pledge customer: The Donor Management system is only available to Click & Pledge clients. Please click on
Apply Now
to set up your Click & Pledge account.
- I am a Click & Pledge customer and already have an active Salesforce Account: To add the FREE Donor Management application visit appExchange and click on
Get it Now
- I am a Click & Pledge customer & want a Salesforce Account + Donor Management: Apply for a 30 day trial* account with Salesforce through appExchange. Get it Now
* Salesforce Foundation donates 10 user licenses to all registered 501c3 organizations. All accounts are initially set up as a 30 days trial and may be converted to a permanent license by applying for the donated licenses. Once you decide to change your trial account to a permanent account use the following form to start the process:
Click & Pledge Salesforce Module Features
The following is a list of features added to the Nonprofit Starter Pack through the Click & Pledge module.
| Category | Feature |
| Records | |
| Smart Search for look ups | |
| Data-entry defaults | |
| Separate recognition names | |
| Household or individual donations | |
| Relationships can be tracked between records | |
| Record Administration | |
| Record archival | |
| Global change features | |
| Tracks updates to records | |
| Tasks, Actions, & Communications | |
| Calendar for grants and other deadlines | |
| Ticker feature reminding users of important deadlines | |
| Tracking actions / tasks and their status | |
| Track correspondence & communication with constituents | |
| Gift Tracking | |
| In-kind gifts | |
| Soft crediting gifts | |
| Matching gifts | |
| Different funds | |
| Splitting gifts between funds | |
| Different campaigns & appeals | |
| Tribute / honor gifts & their notifications | |
| Individual gift acknowledgements & thank-you letters | |
| Pledge Tracking | |
| Track pledges | |
| Scheduling of pledge payments | |
| Pledge reminder feature | |
| Mailings | |
| Records have primary & alternate mailing address fields | |
| Mailing restrictions option | |
| Generates automatic thank-you letters | |
| Reporting | |
| Custom queries based on the user selected fields | |
| Built-in report writer & custom report generator | |
| Links to external report writers | |
| Canned reports - 100+ (Salesforce + Click & Pledge reports) | |
| Data Import / Export | |
| Data can be imported from a spreadsheet for all payment types (credit card, checks, cash, pledges) | |
| Data can be exported to a spreadsheet or text file | |
| Codes | |
| User can maintain/edit standard code tables (e.g. gender and address type look-up tables). | |
| User can create/define fields for donor information. | |
| User can create/define fields for gift information. | |
| Volunteer Management Functions | |
| System has capability for identifying volunteers. | |
| System tracks a volunteer's skills. | |
| System tracks a volunteer's availability. | |
| System allows for scheduling volunteers. | |
| System tracks a volunteer's work time. | |
| Events Management Functions | |
| Capability for managing events | |
| Tracks event attendees | |
| Tracks event volunteers | |
More Information
Visit the following resources for additional information:
