Software for Planned Giving

Planned Gifts Software Screen Shot

Free Database Software for Nonprofits

The Salesforce.com Foundation donates the world’s leading customer relationship management solution for up to ten users to eligible nonprofits.  Additional users are offered by Salesforce.com at a deep discount.

Custom Salesforce Template

At Lexnet, we provide a starter template that allows you to use Salesforce.com to organize household, individual and donation information.  This customized database can replace the spreadsheets or legacy database that you may currently be using.  Salesforce Record Types are used to display the proper data fields for each type of donation, including: Wills; Trusts; Unitrusts and Annuities.

As a service provider, Lexnet delivers additional customizations to match your particular donation model and we can also migrate data from legacy systems into the Salesforce.com database for planned gifts.

For more information, please call us at 800-799-4539, email info [at] lexnetcg [dot] com or fill out the following form:


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