Whether you're standing up the Nonprofit Success Pack for the first time, rescuing a messy org, or migrating off spreadsheets - we design the donor, household, and gift architecture right the first time.
30 minutes. Real recommendations. No obligation.
A full team of certified professional Salesforce partners behind every engagement - specializing in architectural design, NPSP experts, Agentforce implementation, data migration specialists, project managers, QA, and ongoing support.
A complete build, not just a checkbox install - configured around how your organization actually raises money.
Account model, contact roles, and household relationships configured to match your fundraising structure.
Clean import from spreadsheets or legacy CRMs, with duplicate donors and households merged before go-live.
Recurring donations, pledges, soft credits, and gift rollups configured so reporting is accurate from day one.
Board-ready dashboards for fundraising performance, donor retention, and campaign ROI.
Acknowledgment emails, gift entry rules, and rollup automation so your team isn't doing it by hand.
Hands-on training and documentation so your team can run the org confidently after we leave.
Four phases, clear milestones, no surprises.
We review your current org, data, and fundraising workflows
Donor architecture and migration plan, reviewed with your team
Configuration, automation, and clean data migration into NPSP
Staff training, documentation, and go-live support
Every engagement starts with a free health check to scope the right package for your org.
For new NPSP orgs
A clean, right-sized NPSP setup for organizations getting off spreadsheets or a legacy CRM.
Most common
For orgs with an existing NPSP org that's grown messy, duplicated, or hard to trust.
Custom scope
Multi-chapter, multi-entity, or heavily customized orgs with complex integration needs.
Most Starter and Rescue & Rebuild engagements run 4-8 weeks, depending on data volume and how much cleanup is needed before migration.
Yes. Most of our work is rescuing existing orgs: cleaning up duplicate donors, fixing broken rollups, and rebuilding automation without a full re-implementation.
Yes - from spreadsheets, other CRMs, or legacy Salesforce orgs, with deduping and validation before anything goes live.
You get documentation and a trained staff, plus optional ongoing support if you'd rather not manage the org solo.
Book a free NPSP health check - 30 minutes, real recommendations.
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