Salesforce Nonprofit Cloud Implementation & Consulting | Twopir Consulting
Salesforce · Nonprofit Cloud

Nonprofit Cloud Runs Your Programs, Donors, and Grants on One Platform.
Your Mission Shouldn't Run on Spreadsheets and Workarounds.

Nonprofit Cloud unifies fundraising, program delivery, case management, and grantmaking on Salesforce's core data model. Twopir configures it around how your organization actually runs programs and reports impact — not around a demo org.

500+
Client Deployments
12+
Years Experience
40+
Person Team
Partner
Salesforce & HubSpot
AI Delivery
Trusted by
Development Teams Program Managers Grant Administrators Volunteer Coordinators Finance & Compliance Executive Directors Case Workers MarComms Teams Development Teams Program Managers Grant Administrators Volunteer Coordinators Finance & Compliance Executive Directors Case Workers MarComms Teams
Where Nonprofits Stall

The Real Cost Is Operational Friction.

🗂️
Donor Data Scattered Across Systems

Your donor list lives in one tool, program attendance in another, and grant deadlines in someone's inbox. Nobody can answer "what's our real relationship with this funder" without three logins.

📊
Program Outcomes Nobody Can Report On

Case workers log services in spreadsheets or a separate case tool that never talks to the donor database. When the board asks for outcomes, someone spends a week reconstructing numbers by hand.

⏱️
Grant Deadlines Tracked in Someone's Inbox

Reporting deadlines, disbursement schedules, and compliance requirements sit in one grants manager's head and calendar. When they're out, deadlines slip and funders notice.

🧩
NPSP Configured for a Different Org

Your org runs NPSP with defaults nobody revisited since it was installed. Household models, campaign hierarchies, and rollups don't match how your development team actually raises money today.

🔗
Case Management Bolted onto a Donor Database

Client intake, service delivery, and referrals run in a tool never designed for case work, layered onto a CRM built for gift entry. Every workaround adds a new place data can go stale.

Platform Context

Nonprofit Cloud Is Built for Mission-Driven Work. We Build It Around Yours.

🧬
One Data Model for Every Constituent

Donors, volunteers, program participants, and grantees live as the same underlying constituent record, viewed differently by role — not four disconnected databases pretending to sync.

🎯
Program Management Built for Outcomes, Not Activities

Outcome Management ties services delivered to the results you committed to. You can show a funder the causal chain from intake to impact, not just a count of sessions held.

💰
Grantmaking for Both Sides of the Table

Whether you apply for grants or award them, Nonprofit Cloud for Grantmaking runs application intake, review, disbursement, and reporting on the same object model as everything else.

🤖
Native AI and Analytics on the Same Org

Einstein and Agentforce sit on top of the data you're already capturing, so donor scoring, next-best-ask, and reporting dashboards don't require a separate analytics stack.

Platform Capabilities

What Nonprofit Cloud Puts Inside Your Salesforce Org.

💵
Fundraising

Gift entry, pledges, recurring donations, and campaign tracking with rollups that hold up under audit.

Core Module
📋
Program Management

Define programs, cohorts, and services once, then track delivery and enrollment against them consistently.

Core Module
🗃️
Case Management

Intake, care plans, referrals, and case notes in the same record system as the donor who funds the program.

Compliance
📈
Outcome Management

Define the indicators that matter, attach them to services, and report impact in the language funders ask for.

Impact
🏦
Grantmaking

Application intake, review workflows, disbursement schedules, and compliance reporting for funders and applicants alike.

Funding
🙋
Volunteer Management

Recruitment, shift scheduling, hour tracking, and volunteer-to-donor conversion tracking in one pipeline.

Engagement
📣
Marketing & Engagement

Segment constituents by giving history, program participation, or engagement score and route them into targeted outreach.

Automation
📊
Analytics & Reporting

Board-ready dashboards on retention, program reach, and grant performance, built on live org data, not exports.

Insight
🔄
Migration from NPSP or Legacy CRM

Clean, mapped migration of constituents, gift history, and program records from NPSP or another CRM into Nonprofit Cloud's data model.

Migration
Delivery Model

We Don't Deploy Software. We Build Operating Infrastructure.

Phase 01
Assessment & Data Mapping

Auditing the Org and Mapping Every Field Before Migration Begins

We audit your current Salesforce org, NPSP configuration, or spreadsheet-and-legacy-CRM setup, then map every constituent, gift, program, and case field to Nonprofit Cloud's object model before any migration begins.

Phase 02
Core Build

Configuring Constituents, Programs, and Cases

We configure the unified constituent model, program and cohort structures, and case management workflows around how your organization actually delivers services, not a generic nonprofit template.

Phase 03
Fundraising & Grantmaking

Connecting Campaigns and Grants to the Same Reporting Layer

Campaign hierarchies, recurring gift automation, and — where relevant — Grantmaking application and disbursement workflows are built and connected to the same reporting layer as your programs.

Phase 04
Migration & Training

Migrating History and Handing Off Documentation That Sticks

We migrate historical data, train development, program, and finance staff on their specific workflows, and hand off documentation your next admin can actually use.

Outcomes

The Outcomes Nonprofits Actually Come Back For.

Donor Retention You Can Actually See
Lapsed-donor and recurring-gift dashboards flag drop-off before it shows up in next year's budget shortfall.
One Report That Answers the Board's Question
Program outcomes, donor giving, and grant status pull from the same org, so a board question doesn't trigger a week of manual reconciliation.
Grant Compliance Without the Spreadsheet Chase
Disbursement schedules and reporting deadlines live as records with owners and reminders, not a single person's calendar.
Program Staff Who Update Records Because It's Faster
When intake, service logging, and referrals take fewer clicks than the old workaround, adoption stops being a training problem.
Case Histories That Survive Staff Turnover
Client history stays with the record, not with whichever case worker happened to keep the best notes before they left.
A Salesforce Org Your Next Admin Can Actually Maintain
Documented configuration and standard Nonprofit Cloud objects mean the org outlives whoever built it.
Common Scenarios

Where We See Nonprofit Cloud Deliver Most.

NPSP Migration
Migrating off NPSP — or NPSP plus a pile of spreadsheets. Most nonprofits we meet are running NPSP with years of accumulated workarounds, or NPSP for gifts and spreadsheets for everything else. We map existing fields to Nonprofit Cloud's data model, migrate history cleanly, and rebuild the workarounds as proper configuration instead of carrying them forward.
Unified Fundraising
Merging program delivery and fundraising into one org. Development and program teams often run on separate systems that never reconcile. We bring both onto Nonprofit Cloud so a case worker's service log and a donor's gift history sit in the same constituent record, and reporting stops requiring a translator between departments.
Grantmaking Setup
Standing up grantmaking for a foundation or intermediary. Foundations and re-granting intermediaries need application intake, review scoring, disbursement tracking, and compliance reporting that a donor-management tool was never built for. We configure Nonprofit Cloud for Grantmaking end to end, from application form to final report.
Case Management
Replacing a legacy case management tool. Standalone case management systems that don't talk to the donor database force staff to re-enter the same client information twice. We migrate case histories into Nonprofit Cloud Case Management so intake, care plans, and referrals live next to the funding that supports them.
Why Twopir

We're Not a Vendor. We're an Architectural Partner.

01

We map your program model before we touch configuration

Program and case structures get built around how your organization actually delivers services, not a generic nonprofit template pulled from a demo org.

02

We've migrated off NPSP more times than we can count

Twelve years of Salesforce implementations means we've seen most of the ways an NPSP org drifts from its original design — and how to migrate it cleanly.

03

Development, program, and finance teams get separate training

A gift officer and a case worker use the same org differently. We train each role on their actual workflow, not a single generic walkthrough.

04

Grantmaking gets built by people who've built it before

Application intake and disbursement workflows are configured against real reporting requirements, not assembled from the object list on launch day.

05

Documentation is a deliverable, not an afterthought

Every build ships with configuration documentation, so the org survives staff turnover instead of depending on one person's memory.

"A Nonprofit Cloud implementation succeeds when program staff and development staff can both work from the same record without translating between systems. That's the architecture we build for, not a feature list."

Twopir Consulting — Salesforce Partner. Nonprofit Cloud & NPSP migration specialists.
  • 12+ Years Salesforce & HubSpot Delivery
  • 500+ Clients Served
  • Serving: US | Canada | UK | UAE | Australia | New Zealand
  • Salesforce Partner
  • HubSpot Partner
  • AI Delivery
Common Questions

Questions Nonprofits Ask Before We Start.

How is Nonprofit Cloud different from NPSP? +
NPSP is a managed package layered on top of standard Salesforce objects. Nonprofit Cloud is a native platform built on Salesforce's newer data model, with Program Management, Case Management, Outcome Management, and Grantmaking as first-class modules rather than custom objects bolted onto a donor database.
Can Twopir migrate our data from NPSP or another CRM? +
Yes. We map your existing constituent, gift, and program fields to Nonprofit Cloud's data model, then migrate historical records with validation before go-live, so donor and program history carries forward accurately.
Do we need Program Management and Case Management, or just fundraising? +
It depends on whether you deliver direct services. Organizations focused purely on fundraising and grants can run Nonprofit Cloud without Case Management. Organizations running client-facing programs typically need both, so service delivery and funding stay connected in one report.
How long does a Nonprofit Cloud implementation take? +
A fundraising-only build typically runs 6–8 weeks. Implementations that include Program Management, Case Management, or Grantmaking usually run 10–16 weeks, depending on data complexity and how many legacy systems we're migrating from.
Can Nonprofit Cloud handle grantmaking if we're a foundation, not a grant recipient? +
Yes. Nonprofit Cloud for Grantmaking supports both sides of the grant relationship — application intake and reporting for grant recipients, and review, approval, and disbursement workflows for funders and re-granting intermediaries.
What does ongoing support look like after go-live? +
We offer managed support for configuration changes, new fiscal-year reporting needs, and admin questions, so your org keeps evolving with your programs instead of freezing at the point of handoff.
Get Started

Ready to Run Fundraising, Programs, and Grants on a Single Platform?

Talk to a Nonprofit Cloud architect about your current org, your data, and what a realistic migration timeline looks like.