Guides, templates & tools for nonprofit leaders

A practitioner's guide to Salesforce NPSP covering the Household data model, Donation and Opportunity management, Pledge and Recurring Gift configuration, the Program Management Module, and Grant Management. Includes a section on the NPSP-to-Nonprofit Cloud migration decision framework, and how to access 10 free Enterprise licences through the Power of Us programme. Written for NGO directors and operations leads, not Salesforce developers.

57-point compliance checklist covering: Article 6 lawful basis documentation, consent capture configuration in Salesforce (including UK PECR and EU GDPR consent distinction), Subject Access Request (Article 15) response workflows, Right to Erasure (Article 17) process, data retention policy setup, Data Processing Agreement requirements with third-party vendors, 72-hour breach notification obligations, and Data Protection Impact Assessment triggers. Designed for NGO data leads and DPOs, with specific Salesforce field mapping notes.

A 12-email stewardship sequence built around the data point that only 28% of first-time donors make a second gift (Fundraising Effectiveness Project, 2025), while repeat donors retain at 43.6% annually. The sequence covers: same-day donation confirmation, Day-3 impact acknowledgement, Week-2 programme story, Month-1 volunteer or beneficiary profile, Month-3 mid-year impact update, Month-6 lapsed-gift prompt, Month-10 renewal ask, and Month-12 anniversary message. Each email includes alternative subject lines and A/B testing guidance. Written in plain English, ready for personalisation.

Step-by-step guide to building SDG-aligned impact reports in Salesforce for EU institutional funders. Covers: mapping programme output fields to SDG targets and indicators (Goals 1–17), configuring custom report types in NPSP, building Tableau CRM datasets from Salesforce objects, and structuring the SDG contribution matrix required by European Commission co-funding programmes, the European Climate Foundation, and major EU institutional grant bodies. Includes two real Tableau dashboard templates ready to adapt.

37 items to verify before going live — covering: data migration validation (duplicate check, field mapping audit, household relationship verification), user permission set assignment, sharing rules, Flows and Process Builder activation sequence, integration connection verification, email template configuration, report and dashboard publishing, and a 30-day post-launch monitoring plan. Based on AlmaMate's internal go-live protocol refined across 120+ NGO implementations.

A structured RFP template for NGOs evaluating Salesforce implementation partners, based on the evaluation framework used by programme officers at major Indian and EU institutional funders. Covers: technical scope definition (NPSP vs Nonprofit Cloud decision), data migration requirements, compliance configuration (GDPR / FCRA), integration requirements, training methodology, support SLA requirements, pricing structure, reference client criteria, and a scoring matrix for comparing proposals. Helps you avoid the most common procurement mistake: buying based on price rather than sector-specific capability.