Nonprofit & Foundation Data Solutions
Helping Nonprofits & Foundations
Unlock Value
From Their Data
We unify your entire data ecosystem, from Salesforce & Tableau, to your other essential tools, turning complex information into the clear insights needed to accelerate your mission.
A Different Kind of Technology Partner
We were built with purpose to serve the unique needs of mission-driven organizations.
Exclusively for Nonprofits & Foundations
We understand the data complexity around managing grants and donors, measuring program outcomes, tracking multi-year funding relationships, and reporting to diverse stakeholders.
Guided by
Shared Values
Our work is driven by integrity and inclusivity to ensure our solutions ethically and equitably advance your mission.
Comprehensive End-to-End Solutions
From initial strategy to ongoing support, we can manage your entire data journey for a seamless technology solution.
Clarity for
Your Leadership
We transform complex data into clear intelligence, empowering leadership to make informed, data-driven decisions.
How We Help
Your data holds the key to greater impact. We help you organize, analyze, and maintain it to unlock valuable insights, empowering you to make data-driven decisions that strengthen fundraising efforts and expand your programmatic reach.
Salesforce Solutions
Whether implementing, optimizing, or integrating, we tailor Salesforce for nonprofit workflows. We configure your platform to deliver the clear, reliable data you need to grow your impact.
Tableau Solutions
We transform complex data into intuitive Tableau dashboards—interactive visualizations that help you understand trends, monitor key metrics, and share insights with confidence.
Data Assessments & Roadmaps
Our comprehensive assessment evaluates your entire data ecosystem, delivering a clear, strategic roadmap to unify your systems and turn your data into mission-driving insights.
Built by Insiders, for Impact
Our founder didn’t come from consulting—she came from 25 years leading data and technology initiatives inside mission-driven organizations. She evaluated vendors, implemented systems, and made technology work for the mission. That insider perspective shapes everything we do: we understand your constraints, your teams, and what success really looks like.
Real Stories of How We Help Empower Nonprofits & Foundations
Our clients’ success stories reflect our commitment to providing tailored solutions that advance their most important work.
“Sertus took the time to get to know our organization to customize Salesforce to maximize its efficiency as the primary database for our organizational needs on both the programmatic and operations level. They filled a tremendous gap with their Salesforce expertise and helped us build our capacity in understanding and utilizing Salesforce. Their commitment to getting to know our organization, our staff, and building Salesforce in a manner that was in line with our organizational culture.”
Lisette Nieves
Chief Program Officer, CCFY
“Finding mission and purpose is life changing, but the process of translating that mission and purpose into a sustainable organization that can continue to build the case around its impact is daunting. Working with Sertus Partners provided a concrete foundation and strategy for Girl Security to scale and measure its impact in ways I could not appreciate or anticipate upon founding the organization. We are set up for success because of Sertus’ process and team.”
Lauren Bean Buitta
Founder and CEO, Girl Security
“Sertus was able to solve a problem for us that no one else has yet been able to. We now have visibility into things we did not before, and the door Sertus opened for us in this regard can be applied to multiple other projects. Sertus has enabled us to collaborate across multiple programs, with multiple program administration partners, and securely share relevant information with each other that will allow us all to better serve our clients. Nandini and her team were fantastic to work with from day one.”
James Cunningham
Director of Community Care, GRID Alternatives
Ready to Transform Your Data Into Impact?
Let’s map out what’s possible for your organization.
In a free 30-minute consultation, we’ll discuss your goals and identify how strategic technology can help you measure impact more effectively, operate more efficiently, and make data-driven decisions with confidence.
Clarify your specific data challenges
Map potential solutions to your goals
Define a clear, actionable path forward