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Turn Donor Data Into Fundraising Clarity

Customized Salesforce for nonprofits.
Designed for non-technical teams.
No CRM administrator required.

Trusted by Growing Nonprofits

Why Salesforce is hard to get right for lean advancement teams

Most teams find themselves in one of these places:

"We know we need a CRM, but don't know where to start."

You're ready for something more than spreadsheets, but every CRM option feels overwhelming or too limited to be worth the effort.

“Salesforce is already here, but no one really trusts it.”

You inherited a system that technically works, but reports don’t line up, data stays siloed, and simple changes feel risky.

"We're skimming the surface of what Salesforce can do.”

Your team gets by, but appeals, segmentation, or reporting still require workarounds, exports, or one-time fixes.

Salesforce is not the problem. What nonprofits need is a CRM structured enough to produce reliable data, yet simple enough for small teams to manage day to day.

How DonorFlock Can Help

Salesforce designed for small nonprofits

1
The Launch


A complete 60-day Salesforce implementation for nonprofits without CRM administrators. Includes clean data, fundraising-focused reports, and practical automation.

2
The Refresh


Targeted projects for teams already using Salesforce but facing specific breakdowns. Fixes one clear fundraising problem—without a full rebuild or long-term commitment.

Donor Data with a Purpose

Before


CRM is a patchwork that no one fully understands.

Reports feel inconsistent or incomplete.

Segmentation is lacking or takes too long.

After


CRM is cohesive, sensible, and ready to manage on your own.

The data is trusted and accurately reveals donor behavior.

Outreach is targeted and timely.

What changes in everyday donor management

Donor Intelligence

See complete giving histories, engagement patterns, and cultivation status exactly when you need them.

Strategic Segmentation

Identify and reach major donor prospects with intentional cultivation instead of broad appeals.

Time Back

Automate gift acknowledgments and reporting—reclaim hours monthly for donor relationships.

Confident Decisions

Track retention, campaign performance, and pipeline health in real time—without manual reporting.

Your 3-Step Path to a CRM Built for Fundraising

Discovery

Understand what’s holding your fundraising back. Assess workflows, data gaps, and goals so every step addresses a real problem.

Configuration

Get a system tailored to your team. Migrate cleaned data, build intuitive layouts, set up reports and automation—focused on workflows that drive fundraising.

Training

Ensure your team uses it confidently from day one. Receive role-based, jargon-free training and 30 days of support.

[email protected]

© 2026 DonorFlock. All rights reserved.

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About

I'm Matthew Longo, a Salesforce-certified Administrator who specializes in building CRMs for non-technical teams.My extensive nonprofit background—teaching, IT administration, the Google Books Project—has taught me that powerful technology works best when it is intuitive and accessible for everyday users.
I start with how your team fundraises - your workflows, your pain points, your goals - then configure Salesforce to support what's working and fix what's not. Everything prioritizes clarity, adoption, and fundraising impact, so your team can make informed decisions without a full-time CRM admin.
With DonorFlock, you'll work directly with me from start to finish. You get consistent, hands-on expertise and a system your team can trust for the long term.If you're ready to give your donor data the same clarity and purpose as your mission, I'd welcome a conversation about whether this approach fits your needs.

[email protected]

© 2026 DonorFlock. All rights reserved.

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Interested in working together?

Send a quick note below and you'll hear back soon about scheduling your free consultation. Thank you!

[email protected]

© 2026 DonorFlock. All rights reserved.

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Here’s How DonorFlock Can Help

Every engagement is designed to solve a specific fundraising problem—without overbuilding or creating administrative burdens

1
The Launch

A complete Salesforce foundation your team can trust.

Who This Is For

Nonprofits whose current CRM (or lack of one) is limiting fundraising insight and effectiveness.


Outcome

Clean, clearly structured Salesforce system your team can use confidently, with reliable reports, segmentation, and automation—all without a full-time admin.

Includes

  • Cleaned and migrated donor data

  • Clear data structure aligned to fundraising goals

  • 4–6 custom reports and dashboards

  • 2–4 automated workflows

  • Documentation and role-based training

  • 30 days of post-launch support


Timeline: 60 Days

Starting at $10,000

2
The Refresh

Fix why you stopped trusting your data—without rebuilding everything.

Who This Is For

Teams already using Salesforce who are frustrated with reporting gaps, slow segmentation, or incomplete workflows.


Outcome

Targeted improvement that restores clarity around one key fundraising function.

Common Focus Areas

  • Annual fund and appeal segmentation

  • Donor follow-up and moves management

  • Lapsed and at-risk donor identification

  • Acknowledgment and stewardship workflows

  • Monthly or quarterly reporting


Timeline: 2-4 weeks

Starting at $2000

These may not be a good fit if:

  • You have a Salesforce administrator on staff

  • You need heavy customization

  • Your organization requires multi-department automations

  • You prefer maximum flexibility over simplicity and consistency

[email protected]

© 2026 DonorFlock. All rights reserved.

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Thank you for reaching out! I'll email you within 1-2 business days to schedule your complimentary 30-minute discovery call.-Matthew

[email protected]

© 2026 DonorFlock. All rights reserved.