Unlocking Efficiency and Impact: How to Use Salesforce's Einstein GPT for Your Nonprofit

Unlocking Efficiency and Impact: How to Use Salesforce's Einstein GPT for Your Nonprofit Organization

In today's digital age, technology has become an indispensable tool for nonprofit organizations striving to make a lasting impact. Salesforce, a leading customer relationship management (CRM) platform, has revolutionized the nonprofit sector with its cutting-edge features and functionalities.

Earlier this year, Salesforce announced the launch of Einstein GPT, the first generative AI CRM technology. With this technology, your nonprofit will be able to easily deliver personalized experiences to your organization’s supporters, get your work done faster so you can spend your time on more meaningful things, and easily create new experiences through your CRM without the need for knowledge around coding.

Interested in what this could look like for your organization? In this blog post, we will explore how your nonprofit organization can leverage Salesforce's Einstein GPT to drive success and create a greater social impact.

How Nonprofits Can Leverage Salesforce's Einstein GPT

  1. Boost Nonprofit Marketing
  2. Improve Donor Engagement
  3. Generate Reports
  4. Integrate With Communication Tools
  5. Build Fundraising Pages
  6. Draft Grant Proposals
  7. Automate Event Management

Understanding Einstein GPT

Einstein GPT is an advanced natural language processing (NLP) model developed by Salesforce, built on the foundation of OpenAI's GPT technology. It can understand and generate human-like text, enabling organizations to automate tasks, improve engagement, and gain valuable insights. With Einstein GPT, your nonprofit can automate email responses, create personalized communication, generate reports, and much more.

Guide to Fundraising During COVID-19

7 Ways for Nonprofits to Leverage Einstein GPT


Boost Nonprofit Marketing

With Einstein GPT, you can dynamically generate personalized content to engage customers and prospects across email, mobile, web, and advertising. Of course you can’t count on Einstein GPT to generate new ideas, but if you have strong brand guidelines and clear plans for your marketing, it can save you time by generating content that you can build upon. This will make it easier for you to market your new fundraising campaign.

Marketing teams can also use Einstein GPT to automate email communication, including email responses to common inquiries, donation acknowledgments, volunteer communications, and event invitations. The model can learn from historical email data and generate personalized and contextually relevant responses.

Improve Donor Engagement

Einstein GPT can write custom emails to prospective donors based on CRM data, such as previous gifts, giving capacity, inclination, and location. It can also help you prepare for your next donor meetings by generating a donor brief which includes history and previous interactions that you can share with your team.

Of course, make sure you do not blindly trust the content, because it can get things wrong too. AI technology will never be able to replace the detailed eye of a dedicated team member! Don’t forget to view whatever content is created before sending it out. With Einstein GPT generating content and you only needing to review, you will be able to spend more time on other important stewardship activities.

Generate Reports

Nonprofits can leverage Einstein GPT to generate reports by analyzing data stored in Salesforce. The model can extract insights, trends, and key metrics from large datasets, simplifying the process of creating comprehensive reports for stakeholders, board members, and grant applications.

Integrate With Slack

Does your organization use Slack as a way to share documents, communicate, and collaborate across teams? Einstein GPT can integrate with Slack to deliver sales summaries, and update information. That way, everything you need exists in one integrated location.

Build Fundraising Pages

With Einstein GPT for Marketing Cloud, your development team can create a landing page template and campaign messaging for an upcoming event or to address a time-sensitive fundraising campaign. Elements can easily be added to the landing page in just one click, and Einstein GPT can also surface images that fit the description the marketer gives, as well as titles and forms.

Draft Grant Proposals

Writing compelling grant proposals is a crucial task for nonprofits. Einstein GPT can assist in generating high-quality drafts by providing suggestions, relevant content, and formatting assistance based on existing proposal templates and successful grant applications.

Automate Event Management

Not only can Einstein GPT create a landing page for your event, but it can also create content for your invitations, reminders, and follow up messages. With the reminders off your plate, you can spend less time trying to ensure attendees show up, and more time actually building a strong event that will make them want to donate!


This is just a handful of ways that Einstein GPT can help your nonprofit fundraising team. It is currently in closed pilot mode. Salesforce is consistently innovating on its technology, so there will likely be even more to come in how this tool can be a benefit to you.

There is a bright future ahead with AI technology improving productivity and ease, so you can spend more time on the work that takes deep thought and moves your mission forward. There is so much impact that can be had on the world with these tools, so let’s get started!

If you are interested in learning more about Salesforce and how it can be a benefit to your organization, reach out to Soapbox Engage. We can answer your questions, get your org started with Salesforce, or help with improvement and maintenance of your current Salesforce instance. Learn more about Soapbox Engage Salesforce Managed Services and Salesforce Consulting Services.


Here are some more resources to help you on your fundraising journey: