Nonprofit Salesforce Audit

A data audit built for NPSP and Nonprofit Cloud, not a generic org scan. It reads the objects nonprofits actually run on: recurring donations, GAU allocations, soft credits, households, and acknowledgment state. It runs on your own hardware, so donor data never leaves the building.

Tyler Colby Salesforce Certified Data Architecture & Management Designer
20+ years in Salesforce Data work for St. Jude, NRDC & Houston Food Bank NPSP & Nonprofit Cloud
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Local
Zero data egress
Read-only
No changes to your org
NPSP
+ Nonprofit Cloud aware
Signed
Tamper-evident findings

A generic audit does not read your donation model

Most Salesforce audits check fields, permissions, and automation. They are blind to the nonprofit data model, which is where the real problems hide. A disabled NPSP trigger handler left over from a data load quietly stops rollups from calculating. An unallocated donation cannot be reported by fund. A recurring donation with no payment in 90 days is a lapsed donor no one flagged. These are not field-level issues. They are donation-model issues, and they distort the giving reports your board and your grantmakers rely on.

This audit is built by someone who has run nonprofit data infrastructure at scale, at NRDC as Data Infrastructure Director and on migrations for St. Jude Children's Research Hospital and the Houston Food Bank. It reads NPSP and Nonprofit Cloud the way a fundraiser and a compliance officer would, then hands you the findings ranked by what actually costs you money and relationships.

Built for Nonprofits

These are the things that break your reporting, your compliance, and your donor relationships.

Donation Integrity

Zero/null/negative amounts, unattributed donations, stale pledges, missing payment methods. Every data quality gap that distorts your revenue reports.

Recurring Donations

Stale open RDs with no payment in 90+ days, missing installment schedules. Identify lapsed donors before you lose them.

Household Management

Empty household accounts, singleton households, missing contact roles. Clean household data for accurate giving totals.

Soft Credits & GAU

Missing contact roles breaking household giving totals. Unallocated donations that cannot be reported by fund or program.

Acknowledgment Compliance

Donations over 30 days old without acknowledgment. IRS requires receipts for gifts over $250. We catch the gaps.

NPSP Trigger State

Disabled trigger handlers left over from data loads. When NPSP triggers are off, rollups do not calculate and allocations are not created.

A findings report you can actually act on

Ranked by impact

Every finding is scored by what it costs you: distorted revenue reports, broken compliance, lapsed donors. You fix the expensive things first.

Tied to the records

Each finding points at the actual records behind it, so it is a work list, not a lecture. Export it and hand it to your admin.

Migration-ready

Planning a move to Nonprofit Cloud or a new system? The report doubles as a readiness view of what has to be cleaned before you migrate. See migration services.

Common questions

Is my donor data safe during the audit?

Yes. The audit runs entirely on your own hardware. There is no cloud upload and no data egress, so donor records, gift history, and PII never leave your building. The findings report is signed and stays with you.

Does the audit change anything in our org?

No. It is read-only. It reads your NPSP or Nonprofit Cloud data and reports what it finds. It never writes, deletes, or reconfigures anything.

How is this different from a generic Salesforce org audit?

A generic audit checks fields, permissions, and automation. It does not understand the nonprofit data model. This audit reads recurring donations, GAU allocations, soft credits, households, opportunity contact roles, and acknowledgment state, and flags the gaps that distort giving reports and break compliance.

What do we get at the end?

A findings report ranked by severity, tied to the actual records, with a migration-readiness view if you are planning a move. It is exportable and yours to keep.

Know Your Nonprofit Org

NPSP and Nonprofit Cloud aware. Donation integrity, compliance, and operational health, checked on your own hardware. Zero donor data leaves your machine.

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Related: full org audit · migration services · exit services