Nonprofit Cloud for Grantmaking

The Great Migration: NPSP to Nonprofit Cloud - WEBINAR ON FEB 3!

Details:

• Tuesday, Feb 3
• 11:00 am - 12:00 pm EST

Curious about Nonprofit Cloud (NPC)? Wondering if your organization is ready to migrate from NPSP—and what that journey actually involves? You’re not alone!

Join “The Great Migration: NPSP to Nonprofit Cloud”, an educational webinar designed to give you clarity and confidence. We’ll break down the facts, explore the landscape, and dive under the hood of NPC so you leave with a clear understanding of where your organization stands and what success looks like—no matter your migration plans.

In this session, we’ll:

• Dispel common myths about migration and NPC.
• Showcase NPC’s value and its powerful new capabilities.
• Provide practical guidance for your next steps.

What you’ll learn:

• Key Differences & Value: Discover the core distinctions between NPSP and NPC, and the benefits NPC can unlock.
• Your Migration Snapshot: Assess your organization’s current state and visualize what a migration could look like.
• Live Demo & Q&A: See NPC features in action and get your questions answered by our Migration Expert and Program Manager, @Dar Veverka

Walk away with clarity, confidence, and a roadmap for success. 

Speakers:

REGISTER: https://invite.salesforce.com/ngomigrationfeb2027

Upcoming Webinar: The Great Migration: NPSP to Nonprofit Cloud on Dec 16 

• Tuesday, December 16, 2025
• 11:00AM – 12:00PM EST

THE QUESTIONS EVERYONE'S BEEN ASKING! ...

Curious about Nonprofit Cloud (NPC)? Wondering if your organization is ready to migrate from NPSP—and what that journey actually involves? You’re not alone!

Join “The Great Migration: NPSP to Nonprofit Cloud”, an educational webinar designed to give you clarity and confidence. We’ll break down the facts, explore the landscape, and dive under the hood of NPC so you leave with a clear understanding of where your organization stands and what success looks like—no matter your migration plans.

In this session, we’ll: 

• Dispel common myths about migration and NPC.
• Showcase NPC’s value and its powerful new capabilities.
• Provide practical guidance for your next steps.

What you’ll learn:

• Key Differences & Value: Discover the core distinctions between NPSP and NPC, and the benefits NPC can unlock.
• Your Migration Snapshot: Assess your organization’s current state and visualize what a migration could look like.
• Live Demo & Q&A: See NPC features in action and get your questions answered by our Migration Expert and Program Manager.

Walk away with clarity, confidence, and a roadmap for success.

Hosted by:

Register:

Dreamforce 2025 Grantmaking Summit: Building The Next Era of Philanthropy - Oct 13 at 1pm

Details:

• Monday, October 13, 2025
• 1:00PM – 4:00PM PDT

Join @Ursula Stewart for an engaging summit designed for grantmakers to reflect, learn, and innovate together. 

[NOTE: Your Dreamforce registration badge is required to attend.]

Agenda

This 3-hour event will include:

• Insights of our journey in the grantmaking space
• A deep dive into how funders today are advancing smarter giving and stronger stakeholder engagements
• Attendees’ participation in a live Grantmakers Trends Survey
• Review of the latest Nonprofit Cloud Grantmaking Roadmap
• Exploration of how AI and agents are shaping the future of philanthropy (with live demos)
• Learning how Salesforce’s own philanthropic arm, Customer 0, is funding smarter with AI-powered tools.
• Open discussion, giving attendees the chance to share experiences, and ask questions

The day concludes with snacks & casual networking from 3:30 PM - 4 PM to connect with peers who are shaping the future of grantmaking.

Register: https://invite.salesforce.com/dreamforce2025gmsummit

@Melissa Richard @Carlos Hernandez @Angel Navedo @Serkan Bilgi @Marissa Herencia-White @Tonya Newstetter @Jason Schumacher

FYI @Agentforce Nonprofit (Nonprofit Cloud) @Nonprofit Cloud for Grantmaking @Nonprofit and Education MindShare @AI for Nonprofits  #Nonprofit #Nonprofit Cloud #Dreamforce #DF25

📣📣 Volunteer Management in NPC is here! 

For over a decade, the sector has asked Salesforce for a modern, integrated volunteer solution. As a team, we can't wait to get this in your hands. I can't remember a roadmap session in the last ten years that we didn't get a question from someone about when will we offer new Volunteer Management tools. Thank you to every member of this community, and our partner ecosystem who helped get this solution to general available.

This isn't just a feature; it's a significant step for the sector – we are moving fast on this one, and you will see us quickly follow on with agentic tools for volunteer management in upcoming releases.  Check out what’s new with Volunteer Management in Nonprofit Cloud as well as what else is coming in terms of innovation in our Winter ‘25 Release. 

Nonprofit Cloud Innovations:

• Volunteer Management in Nonprofit Cloud: Enable easy recruitment and engagement with volunteers, offering a 360 view of each individual and their activity with the organization while also increasing the accuracy in impact reporting. For existing Nonprofit Cloud customers, this new functionality is automatically added to their instance. No extra cost; it’s part of the value.
• Gift Entry Grid in Nonprofit Cloud: Enter gifts quickly and accurately with a user-friendly interface and smart defaults that save time and effort, reduce implementation costs, can be customized to fit your needs, and keep data clean so that you can boost fundraising efforts. 
• Disbursement Scheduler in Nonprofit Cloud for Grantmaking: Automate the creation and scheduling of funding disbursements by reducing manual effort and minimizing errors to ensure timely and accurate fund distribution. 

Resource Links:

• salesforce.com/releases: Your one-stop-shop to learn about the release!
• Release Trailhead Module: Earn that badge and march towards Ranger Status.
• Release Notes: Get the release details

Product Survey: Help Shape the Future of Grant Seeking in Nonprofit Cloud! - Due September 12

Hello, Trailblazers! The Salesforce Nonprofit Cloud Product team is exploring the next wave of innovations to help grant seekers like you. To do this, we need your expertise! 

We are running a short survey to better understand the steps and challenges in the grant-seeking process, from initial research to post-award management. Your input will directly influence our product roadmap and help us build tools that save you time and let you focus on what matters most: your mission. 

Who should take this survey?

We invite all nonprofit customers to participate, especially those deeply involved in the day-to-day grant-seeking work at nonprofit organizations. This includes roles such as:

• Grants Manager
• Grant Writer
• Program Manager
• Executive Director
• Finance Director
• Development Director
• External Grant Writer / Consultant

Admins, we need your help! 

As the champions of Salesforce at your organizations, we encourage you to share this survey with colleagues in the roles listed above. 

The survey takes about 10-15 minutes to complete. Please share your valuable insights with us by 5pm Pacific on Friday, September 12. I know it's a quick turnaround, thanks in advance!

LINK: Nonprofit Grant Seeking Survey

Thank you for your partnership and for helping us build the future of Nonprofit Cloud together.

Summer Release Docs for Nonprofit Cloud ARE LIVE!

Here are the highlights from the release notes:

• Fundraising: Create and manage philanthropic research data, including prospect profiles, wealth assessments, and milestone summaries, all in one place. Increase speed and efficiency when entering single or batch gifts using the new Gift Entry Grid. Simplify the management of complex gift planning processes using new Gift Planning objects.
• Program and Case Management: Track the referrals originating from within your organization from one program to another to better understand the resources you're providing to your clients. Log benefit disbursements directly from the participant record to save time and make it easier to track the benefits that were delivered. Easily track all services and goods by creating off-schedule and ad hoc benefits disbursements in bulk.
• Grantmaking: Automate the creation and scheduling of funding award requirements and disbursements to reduce manual effort and errors. Generate progress reports from predefined templates to save time and improve consistency.
• Volunteer Management: Reduce the time and effort required to manage volunteer programs and improve the volunteer experience by using the Volunteer Management data model. Use the data model to manage volunteer initiatives, track volunteer hours, and report on volunteer metrics. Volunteer Management in Experience Cloud users can create a volunteer management portal to share volunteer opportunities with constituents and give ‌volunteers the opportunity to browse, search, and register for volunteer opportunities.

FYI

UPDATED NONPROFIT CLOUD DOCUMENTATION!

Sharing an update from @Aaron Svoboda

 -- 

Thanks to a ton of collaboration between CX, product, support, and adoption teams, we’ve made some major improvements to the Nonprofit Cloud (NPC) documentation. 

• Check out the new What’s Included in Nonprofit Cloud topic! This is far more informative and helpful in understanding what makes up NPC.
• Behold the new setup docs! We’ve redesigned these docs to be simpler, more digestible, easier to navigate, and to embrace our reuse model. This duplication reduction should also help with Agentforce and making sure that our users trust that the steps are accurate and up to date!
• Editions and permissions tables everywhere! Our topics have been missing these tables and now they are where they need to be!
• ICYMI a few days ago, check out the updated Nonprofit Cloud Migration and Implementation Guides. The new Implementation Guide is now linked from H&T.

Thank you to all who reviewed docs and provided very valuable feedback. We’re not done! CX will keep working with PMs, support, and adoption teams to iterate and keep making things better! “Good enough” is never good enough ;) 

Have a happy day! 

-- Thanks to Aaron and the documentation team who created/updated ALL these great resources for you, check it out!  

@Agentforce Nonprofit (Nonprofit Cloud) @Nonprofit Cloud for Grantmaking @Nonprofit Cloud Case Management @Nonprofit Hub

 (i dont normally share resources in Nonprofit Hub but this is an important update to documentation!) 

#Nonprofit #Nonprofit Cloud