Common Challenges Nonprofits Face
Spreadsheet Chaos
Many nonprofits manage donors and grants using spreadsheets that become difficult to maintain.
Grant Reporting
Funders require accurate reporting on how grants are used and the impact created.
Donor Relationships
Tracking donor communication and history becomes difficult without a centralized CRM.
Program Impact
Organizations struggle to measure and demonstrate real-world impact.
Nonprofits Can Get Salesforce Free — We Help You Set It Up
Many nonprofits qualify for free Salesforce access through the Nonprofit Success Pack. Even small teams can use it to track donors, manage grants, and automate key workflows—without adding extra overhead.
Whether you’re just starting or looking to improve reporting and efficiency, a simple setup can save time and help your team focus on mission impact instead of manual processes.
Get Your Free 2-Minute Audit ChecklistNo cost, no obligation—just a quick guide to spot opportunities to simplify your nonprofit technology.
How Salesforce Helps Nonprofits
Donor Management
Track donors, donations, and communication history in one place.
Grant Tracking
Manage grant applications, funding milestones, and reporting requirements.
Volunteer Management
Track volunteer hours, participation, and event coordination.
Impact Dashboards
Generate reports that demonstrate impact to donors and grant providers.
How It Works
A simple, structured process to move your nonprofit from manual work to automated growth.
1. Assess & Plan
We start by understanding your current setup, challenges, and goals. This includes reviewing how you track donors, payments, and reporting.
2. Build Your Foundation
We configure your CRM and core systems, including donation tracking and payment integrations, so everything flows into one place.
3. Automate & Optimize
We reduce manual work with automation, streamline workflows, and improve visibility through dashboards and reporting.
4. Manage with myVTO
All work, requests, and updates are managed through your myVTO portal — giving you a clear view of progress, priorities, and ongoing support.
Start with a stabilization sprint, then scale into ongoing growth and automation.
Free & Low-Cost Tech Resources
Salesforce for Nonprofits
Qualify for free Salesforce access through the Nonprofit Success Pack. Track donors, manage grants, and automate reporting—even for small teams.
Free Starter GuideGoogle Ad Grants
Access up to $10,000/month in free Google Ads for your nonprofit. Reach more donors, volunteers, and program participants with targeted campaigns.
Learn HowTechSoup Resources
Access discounted or donated technology, software, and hardware for nonprofits. Save money while equipping your team with modern tools.
Get StartedStarting a Nonprofit?
Learn the step-by-step process to start your 501(c)(3), including legal setup, documentation, and how to position your organization for funding and growth.
Start Your NonprofitTech Setup & Activation
START HERE
$500 one-time
Get approved and fully set up with the essential nonprofit technology stack.
- TechSoup validation
- Google Ad Grants application
- Salesforce Power of Us enrollment
- Initial CRM setup
Salesforce Implementation
FULL SYSTEM SETUP
$4,500
$2,750 one-time
Complete Salesforce setup tailored to your nonprofit — built for long-term growth, automation, and reporting.
- Salesforce Power of Us setup
- Donor & data model configuration
- Custom objects & fields
- Automation setup (Flows)
- Reports & dashboards
- System customization
Best for nonprofits ready to fully build and scale their Salesforce system.
Nonprofit Support Plans
Start with the level of support you need — upgrade anytime as your organization grows.
Start simple, then upgrade as your nonprofit grows.
myVTO
“Your Virtual CTO”
Request Your Free Assessment
Tell us a little about your nonprofit and we will reach out to schedule your consultation.
