Insurance >

Simplify premium collection and cut admin work.

Energy & Utilities >

Automate billing, manage complex rates, and improve payment reliability.

Fundraising >

Automate recurring gifts, reduce churn, and strengthen donor loyalty.

Memberships >

Streamline membership payment process and provide a seamless experience for members.

Education >

Streamline tuition payments, lower late fees, and focus on students.

Housing >

Automate rent collection, handle disputes and arrears, manage deposits.

Use Cases

Managing failed rent payments

Automatic council tax arrears

Life insurance policy management

Managing membership payments
for political parties

More →

Payment Processing >

Online Payments >

Process online payments via PayLinks, Giving Pages and Payment API.

Recurring Payments >

Automate recurring payments with Salesforce at the core.

Agent Payments >

Collect secure payments over the phone or mail using a Virtual Terminal.

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Pay vendors faster with tracked outbound payments.

Payment Recovery >

Recover failed payments automatically in Salesforce.

Payment Reconciliation >

Bank Payments >

Import and reconcile bank payments in Salesforce.

Payment Service Provider Payments >

See all your PSP payment data in Salesforce.

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Reconcile all payments in one Salesforce view.

Nonprofit Solutions

Giving Pages

Gift Aid

 

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Agentforce

FinDock Factsheet

 

 

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WEBINAR

Rethink recurring giving: build a sustainer program that scales

September 30th, 2PM (ET), 1PM (CT), 12 PM (MT), 11 AM (PT)

What European nonprofits taught us about recurring donations and how Salesforce and FinDock are bringing those lessons to the US.

In this 30-minute webinar on September 30th, 2PM (ET), FinDock and Salesforce experts explore how to build and grow a high-performing sustainer program by uniting recurring gift management, donor engagement, and payment operations all inside Salesforce.

You’ll discover how leading nonprofits are applying lessons from the European market to build their recurring giving strategies in the US, creating seamless, donor-first payment experiences that drive loyalty and long-term support.

What you’ll learn

Why a recurring giving strategy is a must-have

Discover why recurring giving shouldn’t just be an option, it should be optimized to improve donor retention, revenue predictability, and operational efficiency

How to operationalize a modern sustainer program

Learn best practices from Europe, where recurring giving makes up 60-80% of all donations (compared to 28-30% in the U.S.). See how nonprofits are building recurring gift strategies that align fundraising, finance, and engagement teams, powered by proven European approaches.

How Agentforce can support you in your fundraising efforts

Our experts will show you in a demo how Agentforce seamlessly connects with native payment data and helps you turn your fundraising to the next level. 

How Salesforce Nonprofit Cloud is built to support recurring gifts
See how Salesforce Nonprofit Cloud is built to manage recurring donations with dynamic donor journeys, real-time data models, and scalable automation.

How FinDock powers recurring payment operations natively in Salesforce

Explore how FinDock extends Nonprofit Cloud with:

– Seamless collection of recurring donations across channels
– Built-in mandate, schedule, and retry management
– Fully automated reconciliation and real-time payment visibility
– A unified donor and payment experience inside Salesforce

Who should attend?

  • Nonprofit fundraising and donor engagement leads
  • Salesforce Nonprofit Cloud users and architects
  • Partners supporting digital fundraising transformation
  • Payment and finance professionals working in nonprofit

Speakers

Dan Kingsley

VP Industry Solutions & Marketing at FinDock

Ashley Renee Hampson

Nonprofit Solution Specialist at FinDock

Ashley Sweeney

Lead Solutions Engineer at Salesforce

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