CRM and donation management
Heartwood Give
A CRM and donation management system built on Salesforce, so that every donor, gift, campaign and report lives in one place instead of four spreadsheets.
Where your fundraising data should live
Most small nonprofits track donors across a spreadsheet, an email inbox, a payment processor and somebody's memory. It works until it doesn't — usually at the moment a funder asks a question that requires joining all four together.
Give consolidates that into a single system built on Salesforce, configured around how your organisation actually raises money rather than a generic template.
What it includes
- A CRM built on Salesforce, configured to your programmes
- Complete donor records — history, contact, relationships, preferences
- Gift and pledge processing, including recurring giving
- Online donation pages connected directly to the CRM
- Payment gateway integration
- Campaign and appeal tracking
- Reporting and dashboards for your board and your funders
- Migration of your existing data, cleaned
- Staff training so the system is actually used
Configuration is the whole job
Salesforce is powerful and genuinely difficult. The common failure is an organisation that signs up, looks at an empty system, cannot see how it maps to their work, and returns to the spreadsheet three months later.
The value is not the software. It is the decisions about how your programmes, donors and campaigns should be modelled, the migration of data that is rarely as clean as anyone hoped, and training that leaves your team confident rather than compliant.
What you end up with
- One source of truth for every donor and gift
- Board and funder reports produced in minutes
- Online giving that lands straight in your records
- A team that knows how to use it
Delivered by an independent implementation partner we refer you to, chosen for what your organisation needs. Every engagement begins with a free Groundwork assessment.
Help us build lasting change
Whether you give your time, your expertise or your support, you make it possible for another village, another school and another family to take the next step.