Nonprofit CRM – Donor Management & Fundraising

Module 1: Introduction to Non-Profit CRM

• Non-profit CRM landscape: managing donors, volunteers, and beneficiaries
• Key platforms: Salesforce NPSP, Blackbaud Raiser's Edge, and Bloomerang
• Non-profit CRM objects: Contacts, Organisations, Opportunities, and Campaigns
• Constituent lifecycle: prospect, donor, sustainer, major donor, and lapsed

Module 2: Salesforce NPSP – Non-Profit Success Pack

• NPSP overview: Salesforce configured for non-profit use cases
• Household account model: grouping family members under one household
• Soft credits and relationships: tracking non-financial giving relationships
• NPSP data model: Affiliations, Relationships, and Recurring Donations

Module 3: Donor Management

• Donor record: giving history, capacity rating, and communication preferences
• Donation entry: single gifts, pledges, and recurring donation setup
• Tribute and memorial gifts: honouring donors and acknowledging third parties
• Major donor management: moves management pipeline for principal gifts

Module 4: Fundraising Campaigns

• Campaign hierarchy: appeals, events, and annual fund structure
• Campaign member management: tracking donor response and participation
• Online giving: integrating donation forms with CRM records
• Peer-to-peer fundraising: supporter-led campaign management

Module 5: Grant Management

• Grant prospect research: identifying foundation and trust funding opportunities
• Grant application tracking: submission, review, and award stages
• Grant reporting: milestone tracking and funder report management
• Restricted fund tracking: managing designated donation allocations

Module 6: Volunteer Management

• Volunteer record: skills, availability, and activity history
• Volunteer opportunity management: roles, shifts, and sign-up workflows
• Volunteer communications: recruitment, confirmation, and thank-you campaigns
• Volunteer impact reporting: hours contributed and programme value

Module 7: Reporting and Impact Measurement

• Fundraising reports: total giving, donor retention rate, and LYBUNT/SYBUNT analysis
• Campaign ROI: cost per acquisition and revenue per campaign
• Impact dashboards: programme outcomes and beneficiary reach metrics
• Gift acknowledgement: automated tax receipt generation workflow

Module 8: Capstone Project and Assessment

• NPSP setup: household model, recurring donations, and campaign hierarchy
• Major donor moves management pipeline configuration
• Fundraising dashboard build: retention, LYBUNT analysis, and campaign ROI
• Final assessment and course certification

Experience in the Industry Learn from non-profit CRM consultants and Salesforce.org partners who have implemented donor management and fundraising systems for charities, foundations, and social impact organisations transforming their constituent engagement.

Backgrounds at the Top Our non-profit CRM trainers have worked at Salesforce.org partner organisations and non-profit technology teams delivering NPSP and Blackbaud implementations that empower mission-driven organisations to maximise fundraising impact.

Clear & Effective Teaching NPSP household model, donor management, recurring donations, fundraising campaigns, grant management, volunteer management, impact reporting, and gift acknowledgement are explained with real non-profit examples.

Hands-On Learning Focus Students configure NPSP, manage donor records and recurring gifts, build campaign hierarchies, set up grant tracking, manage volunteers, and create fundraising dashboards through structured hands-on labs.

Up-to-Date Knowledge Trainers keep content current with the latest Salesforce NPSP and Nonprofit Cloud releases, Blackbaud platform updates, AI-powered donor insights, and evolving non-profit CRM and digital fundraising best practices.