Bringing all donor touchpoints together—meetings, milestones, giving patterns, and tasks—this gives major gift officers a complete, real-time view of engagement. Opportunities link directly to gifts, wealth screening data integrates seamlessly, and progress against give/get goals is easy to track. Teams get actionable insights to monitor solicitation, analyze trends, strengthen relationships, and maximize fundraising impact.

his visual enhancement brings your Salesforce records to life throughcustomizable icons, progress meters, and dynamic metrics. Whether you'retracking donor status or monitoring program goals, Record Spotlight surfaceskey information instantly—no clicking required. By transforming complex datainto clear visual indicators, your team can make faster, better-informeddecisions and stay focused on what matters most.

Managing multiple funding streams becomes simple and transparent, letting you allocate donations across programs, fiscal years, or locations in just a few clicks. With a clear, customizable dashboard, you gain real-time visibility into where your fundraising dollars are going and how each fund is tracking against your organization’s goals. Leveraging NPSP General Accounting Units (GAUs), it automates complex allocation workflows, saving time, reducing errors, and providing detailed reporting to help your organization operate efficiently and clearly demonstrate impact to stakeholders.

Split donations across programs, fiscal years, or locations with just a fewclicks, while tracking progress against customized targets in real time. Thispowerful duo automates allocation workflows and delivers instant visibilityinto fundraising performance—helping you manage funds more efficiently anddemonstrate impact to stakeholders. Perfect for organizations jugglingmultiple funding streams and complex revenue goals.

Track all aspects of Boards and Committees—including boards of directors, standing committees, sub-committees, and temporary groups like event-planning committees. Easily manage board meetings and update attendance with a custom component, while setting and monitoring give/get goals and terms of service to gain a clear view of engagement and impact.

Centralize all your program data—programs, enrollees, workshops, events, and attendance—into one intuitive view. Built for nonprofits running after-school programs, group therapy, community support, and more, it streamlines registration, session tracking, and attendance management. Features like bulk session creation, open/closed group management, and customizable reports and dashboards make managing programs simple, efficient, and easy to track.

The Case Management Accelerator streamlines every step of client support—from intake and referrals to enrollment and case planning. Built for busy case managers and social workers, it simplifies data entry and tracks individual and group services using customizable program goal and service templates. Stay on top of case notes, key metrics, and important flags or alerts with intuitive reporting tools designed to keep your team efficient and focused.

Capture a complete view of your volunteers—their availability, preferences, history, and engagement—all in one place. Easily create one-time or recurring volunteer events, manage registrations and attendance, and track group or corporate volunteer contributions. When combined with Program Management and Fundraising Accelerators, it provides a seamless Constituent 360, helping your team deepen relationships, boost participation, and amplify impact.