The power of Salesforce. Built for scholarship granting organizations.
Scholarship Insights combines purpose-built scholarship management technology with hands-on Salesforce implementation. We configure a Salesforce environment your organization owns, and connect it to donor and application portals we host and maintain for you.
Implementation, training and ongoing support, from a team that built and runs these systems for a working SGO.
assets/screens/home-dashboard.pngAt a glance
What we do
We set up, configure and support Salesforce for scholarship granting organizations, and connect it to branded donor and applicant portals.
Who it is for
Scholarship granting organizations (SGOs), whether you are launching a program for the federal scholarship tax credit or moving an established one off spreadsheets.
Why Salesforce
An established enterprise CRM that your organization owns and controls, which eligible nonprofits may be able to license at no cost through Salesforce's nonprofit program.
What you receive
A scholarship data model, portals, compliance reporting, dashboards, a test environment, training, and a team to call when something needs to change.
How to start
A consultation about your programs, donors and reporting. Schedule one
Enterprise-grade technology, within reach of nonprofit organizations.
Did you know your nonprofit may qualify for donated Salesforce licenses? Through its Power of Us program, Salesforce donates 10 Enterprise Edition licenses to eligible nonprofits, with discounts on additional licenses. Salesforce decides eligibility. Our implementation and support services, and some third-party products, are separate costs.
Your scholarship operations, organized in one system.
Each piece is configured to how your organization actually runs its programs.
See the full solutionA purpose-built data model
Donors, gifts, families, students, applications, schools, awards and disbursements, already related to each other the way an SGO needs them.
Donor management
Every gift recorded against the donor, with its designation and the donor's year-end acknowledgment kept together.
Applications and applicants
Applications arrive from your portal and attach to the family and student, ready for review without retyping anything.
Branded portals
Donor and applicant pages in your name and colors, reachable from a printed QR code, with every submission synced into your Salesforce.
Awards and disbursements
Track each scholarship from approval to payment, and see what has and has not yet been paid out.
Compliance reporting
Spending tests, donor acknowledgments and year-end figures assembled from the records you already keep.
Dashboards, training and support
Operational dashboards, a sandbox for training, and ongoing help as your programs grow.
This is Salesforce, configured for scholarship work.
The screens below come from our reference implementation for Scholar Street, a separate Virginia SGO, shown with demonstration data.
assets/screens/home-award.pngassets/screens/home-donor.pngScholar Street reference implementation. Demonstration data shown.
Your Salesforce stays yours. Our portals connect to it.
Your records, users and settings live in a Salesforce environment your organization owns. We host the donor and application portals that feed it, so you are not running web servers yourself.
| Question | A proprietary scholarship platform | Your Salesforce, plus our hosted portals |
|---|---|---|
| Where your data lives | In the vendor's system | In your organization's own Salesforce environment |
| Who controls access | The vendor's settings and roles | Your administrators, using Salesforce's permissions |
| Adding something new | Wait for the vendor's roadmap | Configure it: a new field, report, flow or object |
| Beyond scholarships | Usually scholarships only | The same system can run fundraising, events and volunteers |
| If you change providers | Export what the vendor allows | Your Salesforce environment and records stay with you |
From first conversation to launch.
Discovery
Your programs, donors and reporting.
Salesforce setup
Your environment, with licensing guidance.
Data model
Records, layouts, permissions, dashboards.
Portals
Donor and applicant pages, connected.
Testing & training
A sandbox to learn and test safely.
Launch & support
Go live, then ongoing help.
Compliance-focused reporting, built into your workflow.
Federal and state scholarship tax-credit programs come with real obligations: donor acknowledgments, spending tests, annual reporting. We structure Salesforce so the information those obligations need is already organized when you need it.
Spending tests
Track contributions against the 90% spending requirement, year by year and gift by gift.
Donor acknowledgments
Draft, review and send each donor's annual acknowledgment from Salesforce.
Year-end figures
Annual totals assembled from your records, with a checklist for the filing.
Salesforce is the foundation. Scholarship Insights makes it work for SGOs.
Tell us about your organization and we will walk through what an implementation would look like.