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Salesforce Launched New AI and Data Tools to Enhance Nonprofit Organizations Operations

Salesforce has unveiled new AI and data capabilities within its Nonprofit Cloud, designed to help nonprofits improve efficiency, engage donors more effectively, and increase fundraising. These new features include advanced AI tools that create personalized gift proposals and provide clear summaries of program outcomes, grants, and donor histories—all integrated directly into the Nonprofit Cloud platform.

Additionally, Salesforce has launched Data Cloud for Nonprofits, a tool that enables organizations to unify and harmonize their data, offering a comprehensive view of donors, volunteers, and program participants. Combined with the new AI capabilities, this integrated data allows nonprofits to gain valuable insights into fundraising performance, program effectiveness, and grant management.

Key Innovations in Nonprofit Cloud

The Nonprofit Cloud, now equipped with the Einstein 1 Platform, leverages nonprofits to nurture their data and delivers AI solutions to streamline tedious tasks. The latest innovations include:

Fundraising Gift Proposals 

This generative AI feature creates personalized gift proposals based on donor data, such as previous donations, personal interests, and past interactions. This significantly reduces the time spent manually gathering donor information and crafting proposals.

Einstein Summaries 

This new feature will soon be integrated into Nonprofit Cloud workflows, allowing nonprofits to:

  • Understand Program Success: Program Summaries generate performance reports based on data like descriptions and attendance, saving organizations from days of manual work.
  • Engage Major Donors: The Major Donor Engagement Summary provides a quick overview of key donor information, helping fundraisers prepare for meetings with high-value donors in minutes rather than hours.
  • Simplify Grantmaking: Grantmaking Summaries offer concise one-page summaries of complex grant applications, making it easier for board members to review.  They also summarize performance metrics to help projects stay on track and plan for future funding.
  • Track Engagement History: Notes Summaries provide a clear, up-to-date view of stakeholder interactions across fundraising, programs, and grantmaking, ensuring that all team members are informed and aligned.

Data Cloud for Nonprofits

This tool aggregates both structured and unstructured data from various sources, such as Excel files, donor databases, and volunteer information. It gives nonprofits a complete view of their stakeholders and enhances their ability to analyze program performance, fundraising trends, and potential risks among program participants.

The Importance of These Innovations 

Today, Nonprofits face increasing demands for their services, coupled with rising costs, and the need to diversify their fundraising strategies. Many organizations struggle to manage workloads, particularly when data is siloed and fragmented. In fact, 42% of nonprofits prioritize investments in data security, integration, and reporting. The new tools from Salesforce address these challenges by streamlining operations and providing valuable insights to drive better decision-making.

Availability and Pricing

  • Fundraising Gift Proposals: Currently in beta, this feature will be generally available this fall.
  • Program Summaries, Major Donor Engagement Summaries, Grantmaking Summaries, and Notes Summaries: These will also be available this fall.
  • Data Cloud for Nonprofits: Available now.

These tools are included with Nonprofit Cloud Einstein 1 Sales or Service Edition, which is available today. The new Nonprofit Cloud Einstein 1 Edition bundles Nonprofit Cloud, Data Cloud, Einstein, Experience Cloud, and Slack. To access the ‘Fundraising Gift Proposals’ one needs to purchase the Sales or Service Einsteins with the Nonprofit Cloud Enterprise and Unlimited Editions.

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