NPA Essentials deliver a ready-to-go solution that’s configured and deployed quickly, so you can start making an impact right away. We handle the setup, provide your team with the training and tools they need, and give you a clear roadmap for what’s next - all designed to make your Salesforce journey simple and stress-free. The goal is to start lean, avoid the pitfalls of hefty implementations that are over-engineered, expensive, and impede adoption.
Work email address
From the moment you go live with NPA, your fundraising team can move beyond basic data entry and start managing relationships, revenue, and strategy in one connected system.
Manage Contacts and Accounts with advanced householding, including automatic household creation, naming conventions, communication preferences, and custom merging
Maintain multiple addresses per constituent (home, work, seasonal, and more) using Salesforce’s native address functionality—kept in sync through thoughtful design
Connect your network with a streamlined Connections feature, linking Contact-to-Contact, Contact-to-Account, and Account-to-Account relationships for full relationship visibility.
Manage philanthropic revenue from prospecting to pipeline to commitment, not just posted gifts.
Gain accurate, intelligent forecasting and revenue reporting to support planning and leadership decision-making
Track prospective grantors, key deadlines, and reporting deliverables with built-in grants management functionality
Comprehensive training materials and a live training session to empower your team.
Because this is the start of your Salesforce journey, not the finish line, we’ll provide a tailored roadmap that shows how your system can grow and evolve over time to further support your mission.
Capture and report on Donations, Grants, Special Events, and In-Kind gifts in a single, consistent data model.
Schedule and manage pledges and multi-year gifts with built-in Opportunity Payments.
Group gifts into Recurring Donations to easily manage and recognize sustaining donors.
Leverage pre-built hard and soft credit summaries for Contacts and Accounts, powered by declarative rollup summaries. Use Idlewild’s rollups or easily create your own.
Create unlimited Tags, manually or automatically assigned to Contacts, Accounts, and Campaigns, for powerful, flexible audience segmentation. Ideal for organizations with complex constituent relationships, programs, and fundraising strategies
Data Migration Support to ensure your historical contacts, accounts, and gifts are uploaded and accessible for go-live.
The option to add on additional Idlewild accelerators to customize your solution further.
Decades of Experience, Delivered in Weeks
In just four weeks, your fundraising team goes from no system to a live, production-ready Salesforce foundation—built on best practices refined through nearly two decades of Salesforce work and more than 300 nonprofit fundraising implementations.
Know your investment from start to finish
Rather than open-ended scoping and shifting estimates, the Nonprofit Accelerator offers a clearly defined path to launch—providing cost certainty, faster delivery, and a strong foundation for future enhancements.
Use it First, Customize it Second
Launching quickly gives your team a real system to work in—so Phase 2 customization is informed by hands-on experience, clear priorities, and a practical roadmap grounded in how your organization actually works.
Contact us today to learn more about how NPA Essentials can accelerate your nonprofit’s Salesforce journey.