WHO WE SERVE · NONPROFITS
Salesforce for Nonprofits, Built Around Your Mission
We know you do hard, important work with limited time and money. We help Nonprofits set up Salesforce to do more of that work, with less busywork. And we start by helping you get the free and discounted licenses many nonprofits qualify for.
See what we help with. Read on →
Salesforce Consulting Partner
4.88 Star AppExchange Rating
Omnistudio Specialists
Nonprofits
We set up salesforce to fit how your nonprofit works. We work with mission-driven groups every day, so we speak your language. We know what it is like to juggle donors, programs, grants, and a small team, all at once. We set up Salesforce Nonprofit Cloud to fit how your Nonprofit really works; we move you off old systems, and we build the tools your team and the people you serve actually use. We are a certified veteran-owned and woman-owned Salesforce Consulting Partner, and we price by plain, common sense outcomes.
Yes, Nonprofits Can
Get Salesforce for Free
(Mostly)
The Power Of BrightHelm Partners
10 FREE LICENSES
for qualifying Nonprofits, through the Salesforce Power of Us program.
Here is something many Nonprofits do not know. Salesforce has a program called Power of Us. It gives qualifying Nonprofits 10 free licenses to start. That is a real head start, and it changes the cost math for a lot of groups.
But free licenses are only part of the story. "Can we get the licenses" and "can we set this up well" are two different questions. The licenses are the easy part. Setting Salesforce up so your team actually uses it, and moving your data over cleanly, is where a good partner earns their keep.
We help you with both. We will help you see if you qualify for Power of Us, and then help you build something worth using on top of it. If you are just starting to look, this is a great first step, and the call is free.
An Honest Read
Is Salesforce the Right CRM for a Nonprofit?
A CRM (Customer Relationship Management) is the system that holds all the people your nonprofit works with: donors, volunteers, the people you serve, and more. Salesforce is one of the most common CRMs for Nonprofits, and for many groups it is a great fit. But not for every group, and we will be honest about that.
Often a good fit if…
✓ You have outgrown spreadsheets or a basic tool
✓ You need your fundraising and programs in one place
✓ You want strong reporting
✓ You want room to grow and add tools over time
May be more than you need if…
· Your team is too hard pressed for time to manage it
· Your needs are simple
· A lighter tool would do the job for less
The honest answer is that it depends on your work. In a free call, we will help you figure out whether Salesforce is right for you, before you spend a dollar. Part of being a good partner is telling you when the answer is "not yet."
What We Help Nonprofits With
Where To Start
Set up Salesforce Nonprofit Cloud
Get Salesforce set up the right way for fundraising, programs, and reporting.
Move off an old system
Leave Raiser's Edge, DonorPerfect, or Apricot behind with clean data and no surprises.
Build portals your people use
Give donors, volunteers, and the people you serve a place to log in and self-serve.
Start with a plan (Discovery)
Get a clear roadmap, timeline, and budget before you build.
Get ongoing help (Expert on Demand)
Reliable, certified Salesforce support without a full-time hire.
Still Not Sure?
We work with nonprofits daily who don’t always know what they’re missing, and we’re here to help introduce you to the tools and workflows that’ll improve your operation.
Our Standards
Why Nonprofits Choose Us
The biggest worry with any migration we take is that if something breaks, donations and gifts go missing, history gets scrambled, or your team is left lost on a new system. Our process is are built to stop that from happening. Every move goes through five clear steps, and you always know where things stand.
We work only with mission-driven groups
Nonprofits, public sector, and schools are who we serve. We are not a general firm that also takes nonprofit work. This is the work.
We price by what you get
We price by plain, common sense outcomes and deliverables.
We leave you stronger
Training and notes come standard, so your team can run and grow the system on its own.
A certified, trusted team
We are a Salesforce Consulting Partner and a certified veteran-owned (SDVOSB, VOSB) and woman-owned (WOSB) business, registered on SAM.gov.
We will not sell you what you do not need
It is one of our core rules. If a smaller step is right, we will say so.
The Nonprofits We Serve
Our People
"Nonprofit" covers a lot of different work, and we serve many kinds of groups. That includes human services and social service nonprofits, workforce development groups, faith-based organizations, and veterans services groups. If your work is driven by a mission more than a margin, you are in the right place.
We also serve public sector agencies and colleges and universities. If your work sits close to the nonprofit world, reach out and we will tell you honestly if we are a good fit.
Our Promise: Trust & Security
Built Securely, Without The Friction
Security matters most exactly where outside people log in. We build portals with proper sharing and access controls from the start, so each person reaches only their own information. And a practical note from the 2026 Salesforce security changes: Experience Cloud portals were exempted from the new multi-factor step-up enforcement, meaning your donors and volunteers get a secure experience without the extra login friction that hit other parts of Salesforce.
Read our breakdown of the 2026 security changes →
PROOF OF EXPERTISE
We Track This Platform, So You Don’t Have To
Salesforce updates its platform three times a year, and public sector features move fast. We publish a plain-English breakdown of what each release actually means for agencies, including what shipped for Public Sector Services in Summer '26.
It's a small thing, but it's the difference between a partner who learns your platform on your budget and one who already knows it.
Salesforce for Nonprofits:
Common Questions
Common Questions
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There is no single best CRM for every nonprofit, but Salesforce is one of the most common and most flexible choices, and it is free to start for many nonprofits through the Power of Us program. It fits groups that want fundraising, programs, and reporting in one place. The best CRM for you depends on your size, your work, and your budget. We help you make that call honestly.
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Many can. Salesforce’s Power of Us program gives qualifying nonprofits 10 free licenses. That does not cover the cost of setting it up well, but it is a real head start. We help you see if you qualify and then build something worth using on top of it.
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It depends on what you need. The licenses can be free or low cost through Power of Us. The setup work is priced by what you get, not by the hour, so you see the cost up front. A Discovery engagement, which gives you a full plan and price, starts at $15K.
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Maybe, and we will tell you the truth. Salesforce can be a great fit for small groups, especially with free licenses. But if your needs are simple, a lighter tool might be a better use of your money. We have pointed groups to simpler tools before. A free call will make it clear.
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We set up Salesforce Nonprofit Cloud, move you off old systems like Raiser’s Edge or DonorPerfect, build portals for donors and volunteers, and offer ongoing support. We work only with mission-driven groups, so we know nonprofit work. And we are a certified veteran-owned and woman-owned Salesforce partner.
Let’s Talk About Your Mission
A thirty-minute call costs nothing. Tell us about your nonprofit and what you are trying to do. We will give you a straight read on whether Salesforce is right for you, whether you qualify for free licenses, and what a good first step looks like.
A Salesforce Partner
Built for Nonprofits
The Differentiator
BrightHelm Partners is a certified Service-Disabled Veteran-Owned Small Business (SDVOSB), Veteran-Owned Small Business (VOSB), and Woman-Owned Small Business (WOSB) through the U.S. Small Business Administration, and we're registered on SAM.gov. For agencies with set-aside goals or procurement preferences, those certifications can be the difference between a partner you can easily work with and one you can't.
✓ SDVOSB · VOSB · WOSB through the SBA
✓ Registered on SAM.gov
✓ 4.88 ★ AppExchange Rating
