Pledgivo
Fundraising that never leaves Salesforce.#
A native AppExchange managed package for donations, recurring giving, campaigns and ticketed events. The donation form, the payment processing and the donor records all run inside your org — no external platform, no sync job, no second permission model.
The overview film1:29 · captions included
What it does
Four capabilities, one pipeline, one set of records.
Donations & payments
A public, guest-accessible donation form backed by Stripe's Payment Element — card and card-backed wallets, one-time or recurring — landing directly on the standard Opportunity object.
Donations & paymentsRecurring giving
Salesforce owns the billing schedule and charges the saved card off-session on its own cadence, with built-in dunning for failed payments — no external subscription system to reconcile.
Recurring givingCampaigns
Every fundraising ask is a standard Salesforce Campaign, themed with a reusable page design and composed from movable content and field blocks — no page-builder platform bolted on the side.
CampaignsEvents & ticketing
Ticketed events with tiered pricing and seat capacity, built on the same donation pipeline — and the same reporting — as every other gift.
Events & ticketingHow a gift travels
Three hops, and none of them leave your org.
Your Stripe secret key lives in a Named Credential you build in Setup. This package never ships, stores, or creates a payment credential of its own.
Why native matters
The same five questions, answered two ways.
| Typical external platform | Pledgivo | |
|---|---|---|
| Donor data | Synced back to Salesforce on a schedule | Written directly to Salesforce, no sync job |
| Payment confirmation | Inbound webhook to a public endpoint | Salesforce re-fetches status from Stripe — no webhook to secure |
| Reporting | Requires a connector or an export | Standard Salesforce reports and dashboards |
| Sharing & security | A second permission model to maintain | Your org's existing sharing rules and permission sets |
| Person Accounts | Usually unsupported or bolted on | Detected at runtime, supported throughout |
Where to start
Pick the one that matches what you came here for.
Install & connect
Install the package, build the Stripe credentials, and take the setup assistant through record types.
Installation →Your first campaign
A guided walkthrough from creating a Campaign to publishing its donation page.
First campaign →The data model
Every custom object and field, with an interactive relationship diagram.
Data model →Stripe & NPSP
The payment gateway architecture, and the optional NPSP allocation sync.
Integrations →Everything you raise money with lives in one tab.
Campaigns, events, page designs and donation monitoring, all in the Fundraisers console — and the whole install checklist is graded against your org, live.
Working title
"Pledgivo" is a working product name. It does not appear in any Salesforce API name, field, or record type — see the data model reference for the actual packaged names.