NEO Philanthropy is a funder intermediary and leader in innovative philanthropic solutions with 30 years of experience building strong social justice movements. They provide services to donors, fiscal sponsorship to individuals and projects, and manage collaborative funds for donors with shared interests.

Challenges:

1. Inefficient Salesforce design
2. Low-quality analytics
3. Data silos

Solution: Relaunch, Admin Development

North Peak worked with NEO Philanthropy to redesign the organization’s Salesforce instance. The new solution provides insights for strategic decision-making, enabling the organization to scale its operations to meet increasing demand and reduce time spent on administrative tasks. Built on NPSP and Outbound Funds with integrations to FormAssembly and SignNow, the CRM serves the needs of their Collaborative Funds, Donor Services, Fiscal Sponsorship, and internal operations. The solution also includes two Salesforce Communities for grantees and fiscal sponsors.