Transform your Community Giving with Salesforce Solutions

Salesforce provides the strategy and tools to help your community foundation realize its donation potential and streamline operations. Our solutions are specifically designed to address the unique needs of community foundations, leveraging Salesforce’s cutting-edge technology to drive change and enhance your impact.

People carrying donation and charity related icons

Impact Redpath can bring to your Community Foundation

Our partnerships with community foundations have led to remarkable outcomes:

The Community Foundation for Northeast Florida

  • Implemented custom Experience Cloud Donor Portal
  • Migrated data from legacy systems to Nonprofit Success Pack (NPSP)

  • Installed Outbound Funds packages for fund tracking and grant management

  • Implemented Account Engagement for targeted communications

RESULTS

0%
increase in online gifts
0%
increase in online grant recommendations
0 hours
saved monthly on grant processing

Common Challenges for Community Foundations

How Redpath Solutions Address these Challenges

Donor & Donation Management

  • Efficient donation processing with online forms
  • Comprehensive donor insights and relationship tracking
  • Advanced prospecting with wealth screening
  • Customizable giving levels and credit management

Grants & Fund Management

  • Streamlined fund and grant management
  • Robust application and verification processes
  • Grantee reporting and impact measurement
  • Comprehensive fund oversight and compliance

Donor Portal

  • Personalized account management for donors
  • Seamless document access and accounting integration
  • Real-time engagement with foundation activities
  • Nonprofit search and grant recommendation tools

Grantee Portal

  • Streamlined grant application process
  • Real-time application status notifications
  • Simplified disbursement and reporting
  • Flexible access management for nonprofits

Communications

  • Advanced donor segmentation and targeting
  • Comprehensive appeal and campaign management
  • Automated and personalized communication
  • Engagement tools including live chat and surveys

AI-Driven Insights and Automation

  • Forecast donation trends and donor behavior with Predictive Analytics
  • Automated reporting to generate real-time performance insights with minimal manual input
  • Tailor donor communications and improve relationships
  • Intelligent Grant Management with streamlined application scoring and prioritization based on predefined criteria

When you’re ready to accelerate your mission, we can help you get there with a Salesforce solution.

Read our success stories to see how we’ve made a difference for these Community Foundations.

SUCCESS STORY

The Community Foundation for Northeast Florida

WEBINAR RECORDING

The Community Foundation for Northeast Florida’s Donor Portal Journey

SUCCESS STORY

West Central Initiative

SUCCESS STORY

Southwest Initiative Foundation

Partnering with Redpath to transition to Salesforce was a transformative experience for our organization. Redpath’s expert guidance streamlined the migration process and enhanced our operational efficiency and data management capabilities. This strategic move has empowered us to better serve our communities.

Sarah Casey, Director of Strategic Communications, West Central Initiative

Redpath is a trusted Salesforce Nonprofit Implementation Partner.

By taking a partner-focused approach that prioritizes your mission and goals, we’ll help you determine which Salesforce solution is right for you—and we won’t stop there. We offer implementation, data migration, ongoing support, and strategic advising to ensure you know exactly how to make Salesforce work for you.

We’ve been a certified Salesforce partner since 2009, specializing in implementing Salesforce for nonprofits, foundations, and other community organizations. Our team of Salesforce nonprofit consultants has extensive experience implementing, customizing, and utilizing the following solutions:

Nonprofit Cloud
Salesforce Marketing Cloud Redpath
Salesforce Sales Cloud Redpath

And more!

Nationally Recognized, Trusted Salesforce Partner

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Best Place to Work 2022 logo - Minneapolis/St. Paul Business Journal