Description
Project Summary:
Urgent Action Fund for Feminist Activism’s Partnerships Team is preparing to migrate our existing fundraising database from CiviCRM to the Salesforce Nonprofit Success Pack (NPSP). CiviCRM has been unable to meet the current needs of the team, and as such, much of our fundraising and grant tracking has become cumbersome and inefficient. We envision Salesforce NPSP to be a system for UAF-FA to strengthen our infrastructure in order to support feminist movements and sustain the organization. Through our move to Salesforce NPSP, we aim to track our fundraising efforts, operationalize workflows, strengthen donor engagement, centralize and secure our data, and align across teams. UAF-FA’s Programs Team uses Salesforce NPSP for grant management, but it is not currently built out to operate as a fundraising database.
We are seeking a firm to partner with us on design, implementation, data migration, and onboarding services for a fundraising database built on Salesforce NPSP.
Scope of Work:
This database migration and implementation project will include:
Solution Design, with focus on
Ease of producing reports
Financial structure (campaigns, GAUs, reconciliations)
Improving communications and streamlining processes across departments
Automation of processes and pathways to increase efficiency
Recommendations for cleanup of existing donor data
Configuration of Salesforce NPSP, including:
Donor dashboards, grant trackers, and donor pipelines
Major donor management with moves management
Custom fields and donor profile
Rollup fields for segmentation
Batch gift entry
Mail merge (Acknowledgement letters and MOUs)
Custom report creation
Financial setup - including reconciliation reporting and a potential direct accounting integration
Integration with 3rd party apps, such as Gmail, QuickBooks Online, Box, Apsona, and a new donation platform (TBD).
Migration of data from our current database, CiviCRM
End-user training to staff and go-live support & stabilization
Potential for extension of services into ongoing post-migration support
Requirements
Qualifications:
Required:
At least 5+ years of Salesforce platform experience, including solution design and custom development
Advanced experience with Salesforce Nonprofit Success Pack
Background in CRM process design and implementation
Strong project management skills
Familiarity with automating regular processes
Strong interpersonal and communication skills, with the ability to work collaboratively across departments and build effective working relationships with colleagues of varying technical expertise
Preferred:
Salesforce Admin or other Salesforce certifications are preferred but not required
Experience working with nonprofits, especially funders, social justice organizations, social activists, and humanitarian aid organizations
Budget and Timeline:
The desired timeline for this project is as follows:
Proposals Due: November 13, 2025
Proposals review, initial screenings, and interviews: November 17 to December 18, 2025
Selection: By January 2026
Start of work: Q1 2026 (potentially flexible)
This is our ideal timeline, but we are flexible to adjust as needed. We have budgeted approximately $35-50K for this project.
Format and Proposal Details:
To help us select the best partner for this major project, please make sure to include the following information in your proposal:
A summary of your approach to the work
A proposed timeline with major tasks and milestones
A project budget by line item
Level of experience working with nonprofits
Three examples of similar projects
At least three professional references
Email consultants@urgentactionfund.org with “NPSP Consultant_YOUR NAME” in the subject heading. Please submit PDF or Microsoft Word files only, preferably with all materials in one file. Please submit by November 13, 2025.
