RevenuePoint builds Salesforce Nonprofit Cloud for mission-driven organizations — with a donor household 360, program engagement, grant pipeline, and outcomes tracking on one record. Fully managed by RevenuePoint.
The pain · in numbers
57%
of first-time donors never give a second gift.
Fundraising Effectiveness Project
3 days
average prep time for a quarterly board packet at a mid-size nonprofit.
RevenuePoint client discovery
68%
of nonprofits cannot attribute program outcomes to funder-level reports.
Outcome reporting benchmark
14%
of grant deadlines get missed because deadline tracking lives in one person’s calendar.
Grant ops discovery
A clean Salesforce record page
This is the Lightning record page RevenuePoint builds for households teams. Every component below is live Salesforce — reading from the systems noted on each tile. Numbered callouts map to the components we install on day one.
Household›The Ellis Household · Horizon Community Services
Major donor · region: Pacific · relationship since 2017
Lifetime giving
$184K
FY26 YTD
$32K
Last gift
04/14 · $8K
Recurring
$500/mo
Lapse risk
Low
Capacity
High
Donor Giving Timeline
Last 24 months · gifts + engagement
LYBUNT / SYBUNT Flag
Program Engagement
Services delivered · outcomes logged
| Program | Started | Deliveries | Outcome |
|---|---|---|---|
| Housing stabilization | 02/12 | 14 | Housed |
| Workforce ready | 03/04 | 8 | Enrolled |
| Food assistance | 01/09 | 22 | Active |
Major Gift Pipeline · capacity ask
Donor Giving Timeline
Giving, campaign responses, and engagement events in one timeline. Development officers walk into a meeting with context, not a spreadsheet.
Source: Raiser’s Edge + NPSP
LYBUNT / SYBUNT Flag
Lapsed-donor flags (Last Year But Unfortunately Not This, etc.) rendered on the household with the next-best-action for the gift officer.
Source: Raiser’s Edge
Program Engagement
Program engagements with service delivery counts and outcome measurements — the data funders ask for, rendered on the family record.
Source: Nonprofit Cloud
Major Gift Pipeline · capacity ask
Active pipeline for this household with capacity-rated ask and the development officer’s moves plan.
Source: NPSP
Data model
We build on Nonprofit Cloud (or NPSP where appropriate) with custom objects for grants, volunteer shifts, and program outcomes — the data funders and boards ask about.
Standard Salesforce
Custom — built by RevenuePoint
Integrations
Raiser’s Edge stays where it is. QuickBooks or Sage Intacct stays your system of record for accounting. We wire both into Salesforce so development and program teams work from one view.
Raiser’s Edge
Fundraising DB
Giving history, constituent data, prospect records.
Financial Edge
Nonprofit GL
Fund accounting and grant tracking.
Sage Intacct
Nonprofit GL
Alternative GL with strong fund reporting.
QuickBooks
GL
Smaller-org GL path.
Classy
Digital fundraising
Online giving, events, and peer-to-peer.
iATS
Processing
Recurring gifts and card processing.
Marketing Cloud
Campaigns
Appeal journeys and donor stewardship.
Mailchimp
Campaigns
Smaller-team alternative for appeals.
Lightning components
Each tile below is a Lightning Web Component we install on the record page. Reps and managers see the other systems they depend on — without leaving the account.
Every active grant this household or funder is tied to, with next report deadline and status.
Pulls from: Grant__c + Foundry
| Grant | Funder | Report due | Status |
|---|---|---|---|
| GR-214 · Workforce | Ellis Fdn | 06/30 | On track |
| GR-209 · Housing | Community Fdn | 05/15 | 11 days |
| GR-201 · General ops | State | 07/30 | On track |
Recent appeal campaigns this household received, with engagement signals.
Pulls from: Mailchimp
Recurring donation status and last 6 charges with failure flags.
Pulls from: Stripe + iATS
| Month | Amount | Method | Status |
|---|---|---|---|
| May | $500 | ACH | Scheduled |
| Apr | $500 | ACH | Paid |
| Mar | $500 | Card | Retried · paid |
Volunteer shifts logged across the household, rolled up for reporting.
Pulls from: Volunteer_Shift__c
Signature use cases
i
First-time donors lapse because stewardship is batch-and-blast, not tied to the specific gift or moment.
How it works
Outcome
Second-gift rate improves because the right donors get the right moves.
ii
Quarterly board packets take days because data is pulled from Raiser’s Edge, the GL, and program spreadsheets separately.
How it works
Outcome
Board packet prep drops from three days to a few hours of review.
iii
Funders ask for outcome data that lives in program-staff spreadsheets or case notes, not a reportable system.
How it works
Outcome
Outcome reporting is a query, not a fire drill.
RevenuePoint Open Source · NPSP Middleware
NPSP Middleware is our open-source donor-facing checkout, member portal, and events platform — syncing directly into Salesforce NPSP. Self-host it for free, or let us run it end-to-end.
What's baked in (both tiers)
Amount → Info → Payment, with one-time / monthly / annual frequency, Apple Pay, Google Pay, ACH, tribute gifts, cover-fees math, and URL-param pre-fill (UTM + campaign + amount).
Magic-link auth (no passwords), gift history, recurring management, tribute history, and receipt downloads. Portal donors manage themselves.
Event pages, paid / free ticketing, RSVP capture, and attendance sync back into the NPSP campaign — no separate event platform.
Donations, recurring gifts, contacts, and households flow into NPSP with proper relationship and soft-credit handling. Dedupe rules respected.
A stable `@npsp-middleware/plugin-api` surface lets you swap payment rails, add a CRM, or ship a custom integration without forking the core.
Integrations, wired in
Clone the repo, deploy to your own Heroku / Render / bare-metal. You get the full donor-facing checkout, member portal, events, and Salesforce sync. No license fees. No vendor lock-in.
We host it, monitor it, upgrade it, and bolt on a premium integration stack the open-source version does not ship. Built for newsrooms who need their donor-facing checkout to stay up and keep getting better.
Foundry · Orchestrated intelligence
Once your record page is clean, Foundry connects the rest of your stack — ERP, accounting, telephony, marketing — and delivers live dashboards, AI reports, and agents that take action. Fully managed by RevenuePoint.
I · Connect
We wire Raiser's Edge, Salesforce NPSP, QuickBooks into a managed pipeline so Nonprofit data matches on every side.
II · Illuminate
Donor retention + lapsed-donor AI analysis
III · Act
Campaign pace-to-goal tracking with hourly updates during giving events
Lapsed Donor Watcher
Identifies major donors who have lapsed by >90 days vs. their giving cadence. Builds a re-engagement list with last-gift context and cultivation notes.
57%
Fundraising Effectiveness Project · donor retention
The problem
More than half of first-time donors never give a second gift. The second-gift conversation is the one that turns a one-time supporter into a lifetime one, and most nonprofits do not have the staffing to do it personally.
What we do
We build a retention score on every household record, then drive a Marketing Cloud journey that personalizes the second ask. Gift officers get a task only when the personal touch is warranted.
Outcome
Second-gift rate improves because the right donors get the right moves at the right time.
How we package the work
Flat monthly pricing. Your single point of contact at RevenuePoint. We keep the instance clean as your business changes.
Foundation
4 weeks
A clean Nonprofit record page with the signature components live.
Rebuild
8–12 weeks
A full Nonprofit rebuild — objects, components, automations, integrations.
Run
Ongoing monthly
Fully managed — we keep the instance clean as your business changes.
Need to see the full managed-services pricing, or meet the team who runs it?
Common questions
A 45-minute working session with a RevenuePoint architect. We walk the record page, name the integrations you need, and scope what's possible in the first 90 days.