The United Philanthropy Forum is a national nonprofit serving regional membership organizations of the philanthropic sector.


1) Distributed membership organizations
2) Engagement tracking
3) Training and support

Solution: Salesforce Implementation; Salesforce Integrations; Training & Support.

North Peak supports and enhances a series of Salesforce managed packages that provide over 20 regional affiliates with a powerful platform for managing members, event and marketing & communications. The Salesforce solution is based on the NPSP with custom enhancements for engagement tracking, membership renewal, event management and committee/group participation. North Peak’s role is to shepherd the growth of this package while engaging periodically with specific affiliates as needed for additional configuration, data migration, training and support.

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