Nonprofit Solutions
Scale impact without scaling complexity.
Whether you’re just starting your first technology project, or you’d like to leverage your existing system more effectively, we can help every step of the way. Our team collectively holds more than 90 Salesforce certifications with 500+ projects deployed, and a customer satisfaction (CSAT) score of 4.9.
As a Salesforce.org Impact Partner, we understand nonprofits - your mission, goals, and struggles. Our skilled team of experts will take time to fully understand your needs (no matter how complex or unique). We’ll create innovative solutions fully customized for your organization, and provide comprehensive training for your team, so your team can be self-sufficient and sustainable in the long run. No matter where you are right now in your digital transformation journey, we’re excited to be a part of it, and to achieve your goals alongside you.
Technologies to Implement
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Data Migration
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Nonprofit Cloud & Nonprofit Success Pack (NPSP)
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Accounting Subledger
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Experience Cloud (formerly Community Cloud)
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Marketing Cloud for Nonprofits
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Marketing Cloud Account Engagement (Pardot)
For all your needs:
First-time Technology Projects
We know that digital transformation journeys can be daunting. Our team will help demystify the Salesforce platform and its powerful tools, and walk you through how they can be leveraged for your technology implementation.
Road mapping your Salesforce Infrastructure
Not only can we help implement your digital transformation, we can also work together to build a road map that makes sense for you. Having a clear direction for your organization can support planning future technology budgets, change management, project rollouts, and more.
Strategic and Complex Projects
Belmar can tackle anything, from providing support to ‘live’ organizations on Salesforce to developing strategic technology roadmaps for complex business processes.
Existing Salesforce Users
Maybe you already have Salesforce, but the configuration is no longer serving your needs, or it reflects outdated processes. We can review your system, make recommendations, and give you the right support for enablement.
Raiser’s Edge NXT and/or Luminate CRM to NPSP Migration
Is your organization coming up on your renewal, or are you looking to move off your existing fundraising technology to Salesforce? We’re experts in helping nonprofits migrate to the Salesforce platform in the most painless way possible.
CRA Compliant Tax Receipting Solutions
New to using Salesforce for fundraising management, or finding limitations with your existing tool?
Our Belmates have had extensive experience in supporting Canadian nonprofits with selecting the appropriate solution to enable their donor gift processing including tools to support tax receipting processes. We also have extensive partnerships with providers to help you navigate your selection process.
Services include:
Reviewing your nonprofit’s overall requirements for a tax-receipting solution,
Providing recommendations to support your selection based on needs and budget
Implementing the ideal tax receipting tool for your nonprofit organization.
Supporting evaluations of alternative solutions to the now unsupported Kell Receipting.
As a Canadian-first organization that serves impact organizations, we understand the importance of being able to process gift receipts in a timely manner. If you want to learn more about Belmar and how we might support your nonprofit with generating tax receipts, let’s talk!
Areas of Expertise
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Donation management is vital for nonprofits. Regardless of how your organization solicits donations (direct appeals, events, peer2peer fundraising, major donors, corporate gifts/sponsors), we can create processes that will help you efficiently manage and report on your contributions.
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The Belmar team can leverage the Salesforce ecosystem to register specific individuals to their relevant programs. To do this, we have the tools to help you track program eligibility, assessment of services needed, and assigning a case or social worker to a client. Afterwards, we can also provide tracking services, so you stay up to date, while having the insight to implement any further changes as needed.
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Whatever your organization’s programs may be, Salesforce can help you manage those programs, and we can make that process effortless for your team.
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If your organization requires volunteers, we can build a system where they can find all the required information. Examples include: allowing them to sign up as individuals or as a group, see shift times or volunteer opportunities, see if there are specific skills or training required to be a volunteer, and so forth.
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Staying on top of your grants is incredibly important for a nonprofit, but without effective processes in place, it can be confusing and difficult to stay ahead of your applications and reporting requirements. We can help you create an efficient process, where you can track metrics, grant outcomes, and generate reports back to the grantor, to show how the funds made a difference.
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How can an organization tell its story, deliver fundraising campaigns, and capture marketing engagement data to tailor communications, all in one system? By integrating your Salesforce with Pardot (MCAE) or Marketing Cloud for Nonprofits, you can do it all.
Additional Resources
Videos
Blog Posts
Testimonials
Let’s talk!
Ready to take your organization to the next level? Click below to talk to one of our experts.