Salesforce for charities and non-profits

Charities run on donations, grants and goodwill, and the system underneath is usually held together by one person and a spreadsheet. I build Salesforce around how a charity actually works — fundraising, supporters, the people you serve, and the reporting your trustees and funders keep asking for.

Fundraising and donations that reconcile

Recurring giving, one-off donations, Gift Aid tracking, and the reconciliation between what the platform says and what the bank says. Finance stops keeping a parallel spreadsheet, and your income reporting matches your accounts.

Supporter records people actually trust

Not for profit Success Pack, or a standard org shaped around how you steward supporters — households and relationships, consent, and communication preferences. Fundraisers stop working from exports, and nobody gets asked twice.

Case management and service delivery

Referrals, assessments and outcomes, with the access controls beneficiary data needs. Frontline staff record it once, and the people who need visibility get it without seeing what they should not.

Less admin, through automation that earns its place

Flow to take out the repetitive work — acknowledgements, handoffs, data quality checks — so paid and volunteer time goes where it matters. Fewer manual steps, fewer errors, and less of the week spent feeding the system.

Reporting that survives a trustee meeting

Income, restricted and unrestricted funds, campaign performance and impact measures, reported out of the system rather than assembled by hand. You can answer a trustee, a funder or the Charity Commission from live data instead of last month’s spreadsheet.

Recent work

A national animal welfare charity. Flow automation, recurring donation management, reporting and staff training. The automation took manual steps out of the giving process, the reporting gave the team numbers they could rely on, and the training meant the people using it every day understood why it behaved the way it did.

A donation platform connecting donors with charities and community organisations. A working donations solution built on Salesforce, handling the journey from donor to receiving organisation. Multi-party flows are a different problem from configuring one charity’s org — the money, the data and the reporting all have to land correctly in more than one place.

What it costs

Registered charities pay £450–£650 a day. At the top of the range I do the work myself. At the lower end I scope, design and review, and the build is done by an early-career consultant I pay, working under my supervision — named and agreed with you in advance. If neither figure works and the cause is right, tell me your budget and I’ll say honestly whether I can do useful work inside it.