Salesforce, configured around how an SGO actually works.
We deploy a scholarship data model into your Salesforce environment, connect it to your donor and applicant portals, and configure the layouts, permissions, automation and dashboards your team needs. The result is one system where every donor, family, application and award is connected.
How the records fit together.
Two sides meet in the middle: money comes in from donors, and goes out as awards to students at their schools. Compliance records draw from both.
The pieces, in plain terms.
Donors
Individuals and businesses who give, with their contact details, giving history and communication preferences.
Donations and contributions
Each gift with its amount, date and designation, allocated to the program it supports.
Households and families
The family that applies, kept as one record so siblings and returning applicants are recognized.
Students
Each child, with grade, school and scholarship history across years.
Scholarship applications
Submitted through your applicant portal and attached to the family and student when they arrive.
Schools
The schools your students attend, so awards and payments are tied to the right institution.
Eligibility information
Household size and income bands, residency and enrollment details used to check each award against program rules.
Scholarship awards
The amount, status and approval of each award, with any open eligibility questions shown on the record.
Disbursements
When and how each award was paid, so unpaid commitments are always visible.
Reporting and compliance records
Spending tests, donor acknowledgments, donor numbers and year-end reports, built from the records above. See Compliance & Reporting.
Enter it once. Use it everywhere.
Less duplicate entry
A gift entered once feeds the donor's history, the fund balance, the spending test and the year-end acknowledgment.
Better visibility
See what has been raised, awarded and paid, by program and by year, without assembling spreadsheets.
Consistent decisions
Eligibility and priority rules are applied the same way to every application.
Reporting from the source
Reports and dashboards read the same records your staff work in every day, so the numbers agree.
Room to grow
Add a program, a state, a field or a report without rebuilding the system.
Repetitive work, handled by Salesforce Flow.
We use Salesforce's built-in automation to standardize the steps your team would otherwise repeat by hand. Examples from our implementation:
- Create an award for each student when a family's application is approved
- Recognize returning recipients and siblings so priority is applied consistently
- Prepare essays for a selection committee, with identifying details redacted
- Confirm the student's school on the award once the school accepts them
- Stamp release and payment dates as awards move forward
Automation is configured to your process during implementation and can be extended later.
A committee that judges the application, not the family.
Committee members work in their own Salesforce app, with a view of each application built for scoring. They see what they need to judge it and none of the personal details behind it.
Identity masked
Names and contact details are hidden. Essays are shown in a copy staff prepare with identifying details removed; the original stays hidden.
Income as a band
Household income appears as a percentage of the eligibility limit, never as dollar figures.
No family records or documents
Tax returns and other uploads sit on the family's record, which committee members cannot open.
Sensitive details limited
Learning-support needs appear only as yes or no. Disability category, gender and race are not shown.
Released applications only
Members see an application only after staff release it for review.
Independent scores, staff decisions
Each member sees only their own scores, while staff see them all. The committee scores; your staff make the award decision.
assets/screens/solution-committee.pngScholar Street reference implementation. Demonstration data shown.
assets/screens/solution-student.pngAnswer the board's questions in a minute.
Standard dashboards cover giving, applications, awards and payments. Your administrators can build more with Salesforce's report builder, and we can add them as part of support.
See the data model with your own programs in mind.
We will walk through how your donors, applications and awards would map into Salesforce.