Salesforce Optimization Leverage Salesforce utilization to optimize donor and program management with a CRM health assessment, data model alignment, and Salesforce customization for donor journeys, grant tracking, and reporting. Integrate MySQL data for richer donor analytics and automate fundraising workflows to improve efficiency and ROI.

Fundraising Automation With annual revenue in the 10-25M range, the foundation can benefit from automated donor journeys, recurring giving, and multi channel campaigns. Offer donor CRM automation, online giving forms, email and SMS engagement, and event registration integrations that streamline stewardship and improve donor retention.

Volunteer Management Size and scope suggest ongoing volunteer coordination and program delivery. Propose a volunteer management module integrated with Salesforce for signups, scheduling, training, and reporting on program outcomes to enhance engagement and scalability of grief support services.

Digital Experience The tech stack indicates emphasis on web content and media. Propose enhanced web experience and accessibility improvements, optimized video and audio resources, and SEO enhancements to increase reach of grief resources and fundraising content.

Data Security Handling sensitive grief support data calls for strong data governance and privacy practices. Offer security assessments, access controls, encryption, and compliance documentation to align with donor privacy expectations and nonprofit data protection standards while reducing risk.