✦ Donor Transparency Platform · Built on Salesforce Nonprofit Cloud

The Living
Ledger.

Philanthropy, in plain sight.

A white-labelled donor portal that gives every supporter a real-time window into their own giving — from lifetime impact to year-on-year growth. Zero custom development. Built native on Salesforce.

Your Transparency Portal
🔐

Login Method

Magic Link

SJ

Welcome back

Sarah Johnson

Lifetime Giving

$4,220

Donations

124

This Year

$511

Impact Trajectory

20222023202420252026
68% of one-time donors never give again#1 cause of churn — expired cards5–15% recurring revenue recovered via card alertsZero custom development required
68% of one-time donors never give again#1 cause of churn — expired cards5–15% recurring revenue recovered via card alertsZero custom development required

01 · The Problem

Donors give.
Then they hear nothing back.

Most nonprofits treat donations as transactions, not relationships. Gifts disappear into back-office systems. Receipts take weeks. Impact is a guess. The result? Donors disengage, lapse, and walk away.

68%

of one-time donors never give again. They feel unrecognised and see no evidence of impact.

#1

cause of recurring churn is expired cards. A completely preventable, silent revenue leak.

0

visibility donors get into their own giving. No dashboard. No trail. No story.

02 · The Solution

A living record of every gift.

The Living Ledger is a white-labelled, configurable donor portal that nonprofits deploy on top of Salesforce Nonprofit Cloud — giving each supporter a real-time window into their own generosity.

See

Every gift, project, and impact — transparent and traceable. Donors see exactly where their money went and what it achieved.

Steer

Pause, edit, upgrade. Donors stay in full control of their giving without ever calling your organisation.

Grow

Year-on-year trajectory turns one-time gifts into lifetime giving. Donors who see their growth give more.

SJ

Welcome back

Sarah Johnson

Lifetime Giving

$4,220

Donations

124

This Year

$511

Impact Trajectory

2022
2023
2024
2025
2026

03 · The Donor Experience

Your donor's
home screen.

The dashboard greets every donor with their lifetime total, year-on-year impact chart, and recent gifts. Designed to reward giving — not just acknowledge it.

Lifetime total — cumulative giving across every transaction
Impact trajectory — year-on-year growth, personalised
Recent gifts — cause, type, and status at a glance
Passwordless login — magic link, no forgotten passwords

04 · Headline Capabilities

Everything a donor needs. Nothing they don't.

Donor Self-Service

Full Donation History & Tax Receipts

Filter by fiscal year, download individual receipts, or generate a complete annual tax receipt in one click — no email to staff required.

Revenue Recovery

Card-Expiry Alert Engine

Automated emails at 15, 10, 5, and 0 days before card expiry. Proven to recover 5–15% of recurring revenue that would otherwise silently lapse.

Recurring Gifts

Full Donor Control of Recurring Gifts

Donors can adjust amount, change frequency, swap payment method, pause, or cancel — entirely self-served. No phone calls to your team.

Frictionless Access

Passwordless Login

Magic link sent to registered email. Higher adoption, zero password-reset support burden. New donors auto-onboarded after their first gift.

Guest Giving

Anonymous Donation → Portal Member

Any visitor can donate without an account. Contact and account auto-created in Salesforce, activation email sent. One-time guests become lifelong supporters.

White-Label

No-Code NGO Branding

Colours, copy, imagery, and email templates — all configured by your admin via Salesforce Experience Builder. Zero developer involvement needed.

Donations Page Integration

Seamless Salesforce AFNP Data Sync

Anonymous or identified Users donations captured directly your existing AFNP setup — no data migration, no disconnected systems, no rebuilding donor records.

Payment Flexibility

Bring Your Own Stripe. Zero Platform Fees.

Use your own Stripe account with transparent processing costs. We don't charges extra platform fee layered on top of Stripe.

Donor Preference Management

Respect Donor Preferences, Automatically

Let supporters manage communication consent, receipt preferences, and giving choices — all from their own portal.

05 · How It Works

From deployment to delighted donors.

1

Deploy onto Salesforce

Install as a managed package onto your existing Salesforce org with Nonprofit Cloud licence. No data migration.

2

Configure Your Brand

Set colours, copy, and imagery via Experience Builder. Connect Stripe for payments.

3

Invite Your Donors

Send portal activation emails. Any new donation — including guest giving — auto-creates the donor record and triggers an invite.

4

Watch Retention Grow

Donors see their impact, manage their gifts, and receive timely card alerts. Your team focuses on relationships, not admin.

06 · Architecture

Built native. No silos.

The Living Ledger uses standard Salesforce Nonprofit Cloud objects only. No proprietary data model. Your existing reports, flows, and NPSP migration paths all keep working.

Donor Portal

Salesforce Experience Cloud (LWR site) — fast, responsive, white-labelled.

Data Platform

Salesforce Nonprofit Cloud — standard NPC objects (Contact, Account, Gift Transaction, Gift Commitment).

Payments

Stripe — tokenised, PCI DSS compliant. No card data stored in Salesforce.

Email

Salesforce Messaging — fully branded templates. SPF/DKIM configurable for deliverability.

07 · Who We Serve

Built for every stakeholder.

The Living Ledger is designed from the ground up for three distinct users — each with very different needs, all served without friction.

The Donor

Wants to see impact. Hates forgotten passwords. Gives more when shown their own growth. Gets a personalised portal that respects their time and honours their generosity.

Fundraising Staff

Processes gifts, sends communications, manages donor records — all inside Salesforce. No separate tool. No context switching. One source of truth.

NGO Admin

Configures branding, email templates, and page content. Never writes a single line of code. Full control via Experience Builder and Salesforce Setup.

08 · The Differentiator

We plug the silent leak.

5–15%

of recurring revenue typically recovered by our card-expiry alert system — one automated feature, material financial impact.

15days out — First gentle nudge
10days out — Second reminder
5days out — Urgent prompt
0— Expiry day final alert

✦ Zenyus AI · Salesforce Nonprofit Cloud

Nothing hidden.
Nothing lost.Everything ledgered.

Book a 30-minute walkthrough and see what your donors have been missing.

Premier Salesforce Consulting for Enterprise Success

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Direct Access

hello@zenyus.ai

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