Blog

Getting More from NPSP

Powerful (and Free) Features Every Nonprofit Should Use

Salesforce’s Nonprofit Success Pack (NPSP) offers far more than just a donation tracker. Built specifically for nonprofits, it includes a robust set of free tools designed to help you manage donor relationships, streamline fundraising, and stay on top of your mission.

Many organizations don’t realize just how much they can do with NPSP without needing extra licenses, apps, or complex customizations.

Here are some of our favorite out-of-the-box features you can start using today:

Households & Relationships: A 360° View of Supporters

NPSP automatically groups Contacts into Households, giving you a clearer picture of family giving and shared involvement.

You can also:

  • Track relationships between individuals and organizations
  • See donation history at both individual and household levels
  • Segment communications by household type or engagement

This makes it easier to understand your community and personalize outreach.

Recurring Donations: Track Sustained Support with Ease

Recurring donors are gold, and NPSP makes it easy to manage them. The Recurring Donations object helps you:

  • Track pledges, monthly gifts, or other ongoing commitments
  • Monitor the status of expected vs. received payments
  • Run reports to identify growth or lapses in recurring giving

No more spreadsheets or guesswork — it’s all in your system.

Soft Credits: Recognize the Right People

Not every gift is made by the person who should be thanked. With Soft Credits, you can credit board members, fundraisers, or family members for gifts made on their behalf or because of their influence.

This helps ensure your stewardship and reporting reflect the full story of your donors’ impact.

Engagement Plans: Make Follow-Up Foolproof

Tired of donor follow-up falling through the cracks? Engagement Plans let you build automated task sequences based on a supporter’s action, like making a first gift, hitting a major milestone, or attending an event.

Use them to:

  • Create welcome journeys for new donors or volunteers
  • Assign stewardship tasks after a major gift
  • Remind staff to call lapsed donors

Bonus: You can tailor Engagement Plans to different donor tiers or campaign types — and they work beautifully with NPSP’s Recurring Donations and Opportunities.

Built-In Reports & Dashboards: See What Matters Fast

NPSP comes with dozens of pre-built reports and dashboards designed for nonprofit teams. With just a few clicks, you can:

  • Track year-over-year giving
  • Monitor campaign performance
  • Identify major donors or lapsing supporters
  • See volunteer engagement trends

You can customize these to fit your metrics or use them as-is for fast insight.

You Don’t Need to Build From Scratch

One of the best parts of NPSP is that you don’t need to reinvent the wheel. These features are already included, tested, and ready to support your fundraising, programs, and outreach — no extra cost, no extra licenses, no complex setup.

Want to Get More from What You Already Have?

We help nonprofits unlock the full potential of Salesforce NPSP. Whether you’re new to the platform or using just the basics, we’ll help you activate powerful tools like Engagement Plans, Recurring Donations, and Relationship tracking — so your CRM works harder for your mission.

Let’s chat about how to get more from NPSP — Contact Us Today!