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Salesforce · Nonprofit

Transform Your Nonprofit with Salesforce + AI

Helping charities, foundations and social impact organisations connect fundraising, programmes, volunteers and grants on Salesforce Nonprofit Cloud and NPSP, with AI and trusted data built for lean teams.

Engage
Donate
Volunteer
Deliver
360° Supporter 360
360°
supporter view
🤖
AI Fundraising Assistant
grounded in your data
1
platform for your impact
10+
Years delivering Salesforce
40+
Certified Salesforce experts
200+
Enterprise projects delivered
100+
Salesforce certifications
98%
Average client satisfaction
Digital transformation for nonprofits

We don’t just implement Salesforce. We help you raise more, spend less time on admin and prove your impact.

From first contact and first gift to regular giving, volunteering, programme delivery and impact reporting, we connect every step of the supporter and beneficiary journey on one platform.

Fundraising

Make every gift easier to give and easier to process.

✓Online and offline gift entry
✓Recurring giving and upgrades
✓Automated thank-yous and receipts
✓Campaign and appeal tracking
The problem

Nonprofit challenges we solve

Growing nonprofits hit the same walls, usually with small teams and tight budgets. Here’s where we make the difference.

Scattered supporter data

Donors, volunteers and beneficiaries live in spreadsheets, inboxes and separate tools.

How we solve it ↻
✓
iTechCloud solves it

Nonprofit Cloud and Data Cloud bring every relationship into one supporter 360.

Manual gift processing

Online, offline and event donations are keyed in by hand and reconciled late.

How we solve it ↻
✓
iTechCloud solves it

Gift entry, payment integrations and automated receipts in one workflow.

Weak donor retention

First-time donors hear nothing personal and quietly lapse.

How we solve it ↻
✓
iTechCloud solves it

Welcome journeys, stewardship tasks and lapse alerts built around each supporter.

Hard-to-manage volunteers

Shifts, skills and hours are tracked on paper or in spreadsheets.

How we solve it ↻
✓
iTechCloud solves it

Volunteer sign-up, scheduling and hours tracking with a self-service portal.

Impact that is hard to prove

Programme data sits apart from funding, so outcomes are difficult to report.

How we solve it ↻
✓
iTechCloud solves it

Program Management and outcome tracking linked to funders and gifts.

Grant admin overload

Applications, reviews, payments and reports are chased by email.

How we solve it ↻
✓
iTechCloud solves it

Grantmaking workflows for applications, reviews, disbursements and reporting.

Ageing NPSP setup

Years of customisation make NPSP hard to maintain and extend.

How we solve it ↻
✓
iTechCloud solves it

A planned, phased migration from NPSP to the new Nonprofit Cloud.

Small teams, lean budgets

Limited admin capacity and tight budgets slow down every improvement.

How we solve it ↻
✓
iTechCloud solves it

Automation, Power of Us licensing guidance and phased delivery sized to your budget.

Why Salesforce

Spreadsheets and disconnected tools vs one nonprofit platform

Capability
Traditional CRM
Salesforce Nonprofit Cloud
Supporter view
✕Split across spreadsheets and tools
✓One supporter 360 across giving, volunteering and programmes
Fundraising
✕Manual gift entry and late receipts
✓Integrated gift entry, recurring giving and automated receipts
Volunteers
✕Paper rotas and email chains
✓Self-service sign-up, shifts and hours tracking
Programmes
✕Outcomes tracked outside the CRM
✓Services, attendance and outcomes linked to funding
Reporting
✕Hand-built reports for every board meeting
✓Live dashboards for leadership, trustees and funders
AI readiness
✕Data too scattered to use
✓Grounded AI on unified, governed data
The complete flow

The complete supporter journey

Every stage from first contact to lasting impact, connected, automated and measurable. Select any step to see how it works.

01

Discover

Web, social and event contacts captured in one place with source and consent.

Capabilities

Solutions we offer

A complete nonprofit technology stack: platform, AI, channels and integrations.

PL
Platform 4 capabilities
Nonprofit Cloud →
NPSP →
Experience Cloud →
Data Cloud →
FR
Fundraising 3 capabilities
Gift entry & recurring giving →
Major gifts →
Grantmaking →
EN
Engagement 3 capabilities
Marketing Cloud →
Account Engagement →
Volunteer portals →
AI
AI & Automation 3 capabilities
Agentforce →
Einstein →
Flow automation →
AN
Analytics 3 capabilities
Tableau →
CRM Analytics →
Impact dashboards →
IN
Integration 3 capabilities
MuleSoft →
Payment connectors →
Finance system sync →
AI-Powered

AI-powered nonprofit transformation

Governed AI agents that work alongside your fundraising, programme and volunteer teams, drafting appeals, summarising supporters and answering routine questions, with your people always in control.

Supporter Service Agent

Answers questions about donations, receipts, events and volunteering, handing off to staff when needed.

Donor Summaries

Summarises giving history, interests and recent contact before a call or meeting.

Appeal Drafting

Drafts appeals, thank-you letters and impact updates in your organisation’s voice.

Lapse Signals

Flags regular donors and volunteers who may be drifting away, so teams can reach out.

Upgrade Prompts

Suggests supporters who may be ready for regular giving, an upgrade or a major gift conversation.

Volunteer Matching

Matches volunteers to shifts and roles by skills, location and availability.

Grant Assistant

Summarises applications and drafts funder reports from programme and finance data.

Impact Insights

Explains trends in income, retention and programme outcomes in plain language.

Why iTechCloud

A partner that understands nonprofits, not just Salesforce.

10+ years of Salesforce delivery, a certified team and hands-on NPSP and Nonprofit Cloud experience, with solutions sized for lean budgets and small admin teams.

Global Delivery Dedicated Nonprofit Team Agile Delivery Salesforce Partner since 2017 Budget-conscious Design
10+
Years delivering Salesforce
40+
Certified Salesforce experts
200+
Enterprise projects delivered
100+
Salesforce certifications
98%
Average client satisfaction
Our IP

Accelerators built for nonprofits

Reusable assets that cut time off delivery and de-risk your Nonprofit Cloud rollout or NPSP migration.

Nonprofit Cloud Starter

A starting data model, fundraising processes and dashboards to configure, not build from scratch.

NPSP Migration Toolkit

Assessment, data mapping and cut-over plans for moving from NPSP to Nonprofit Cloud.

Gift Entry & Receipting Kit

Batch gift entry, payment reconciliation and automated tax receipt flows.

Volunteer Portal Template

An Experience Cloud portal for sign-up, shift booking and hours logging.

Impact Reporting Pack

Programme outcome tracking and dashboards ready for trustees and funders.

Supporter Agent Templates

Agentforce topics and guardrails for common donor and volunteer requests.

Connected architecture

One integration ecosystem

Salesforce at the core, connected to the payment, finance and engagement tools your organisation already uses.

SF
Salesforce Platform
CRM · AI · Data · Experience, the single source of truth
ST
Stripe
Payments
PP
PayPal
Payments
DP
Online donation platforms
Fundraising
DD
Direct debit providers
Payments
GA
Gift Aid & tax receipts
Compliance
QB
QuickBooks
Finance
XE
Xero
Finance
MC
Mailchimp
Engagement
EV
Event ticketing
Events
VS
Volunteer scheduling
Volunteers
WA
WhatsApp
Engagement
TB
Tableau
Analytics
How we work

Our engagement model

01

Consulting

Understand your mission, fundraising model, programmes and budget.

02

Design

Design the supporter 360, giving processes and programme data model.

03

Build

Configure Nonprofit Cloud or NPSP and integrations in agile sprints.

04

Validate

Test gift processing, data and security with fundraising and programme users.

05

Launch

Phased go-live with training for staff and volunteer coordinators.

06

Optimise

Managed support, new capabilities and an AI roadmap over time.

FAQ

Questions, answered

Salesforce gives nonprofits one platform for fundraising, volunteers, programmes, grants and engagement, so teams share one view of every supporter and can report on impact without stitching spreadsheets together.
NPSP is the long-standing managed package built on Salesforce. Nonprofit Cloud is Salesforce’s newer, natively built product with fundraising, programme, volunteer and grantmaking capabilities, and it is where new innovation is focused.
Not always straight away. NPSP remains supported, so we assess your customisations, data and roadmap first, then recommend whether and when to move and plan a phased migration if it makes sense.
Eligible nonprofits can apply for the Salesforce Power of Us programme, which provides donated and discounted licences. We can help you understand eligibility and choose the right editions.
Yes. We connect payment processors such as Stripe and PayPal, online donation platforms, direct debit providers and accounting systems such as QuickBooks and Xero, so gifts flow in and reconcile cleanly.
Yes, with the right guardrails. We ground AI in governed data, respect consent and preferences, keep staff in control and use the Einstein Trust Layer for data protection.
A focused first phase, such as fundraising and gift processing, typically takes a few months. We plan in phases to fit your budget so value arrives early.
Yes. Our managed services cover admin support, enhancements, release management and an ongoing AI and automation roadmap, sized for small internal teams.
Salesforce Partner · Nonprofit

Ready to grow your impact with Salesforce + AI?

Book a strategy session and see how a connected, AI-powered platform transforms fundraising, volunteer engagement and programme impact.