John Muir Community Health Fund: Optimizing Grantmaking with Salesforce
The John Muir Community Health Fund (CHF) invests in nonprofit organizations that improve health and wellness in East and Central Contra Costa County. By funding community-based initiatives, CHF advances equity in access to healthcare, education, and resources that address social determinants of health. Their partnerships are designed to strengthen the capacity of local nonprofits and support long-term solutions that improve community health outcomes.
The Challenge
CHF’s grantmaking was historically managed through manual spreadsheets and fragmented processes. This made it difficult to:
Maintain a single source of truth for grantee and funding data
Streamline the grantmaking lifecycle from application to award to fund distribution
Provide visibility into the status of grants, applicants, and reporting requirements
Strengthen constituent management across grantees, partners, and community stakeholders
To scale its mission and better serve community-based organizations, CHF needed a modern CRM solution that aligned with best practices for nonprofit grantmakers.
The Solution
CHF partnered with OneTenth Consulting to implement Salesforce Nonprofit Success Pack (NPSP) along with two critical Salesforce innovations:
Outbound Funds Module (OFM): Configured to streamline CHF’s end-to-end grantmaking process, from application intake through award, disbursement, and reporting.
Experience Cloud Grantmaking Portal: Built to provide grantees with a secure, user-friendly portal where they can apply for funding, upload documents, submit reports, and engage directly with the CHF team.
Together, these solutions moved CHF’s grantmaking from spreadsheets into a centralized, cloud-based CRM, enabling data integrity, automation, and improved collaboration.
Key features implemented included:
Salesforce Nonprofit Success Pack (NPSP) as the CRM foundation
Outbound Funds Module to manage grantmaking workflows
Grantmaking portal on Experience Cloud for grantee engagement
Configurable workflows for application review, approvals, and fund distribution
The Results
With Salesforce in place, CHF now has a powerful platform to:
Streamline the grantmaking process: From intake to award to distribution, everything is tracked in Salesforce
Empower grantees: Community partners can apply for grants, import documents, and submit progress reports directly in the portal
Centralize data management: A single system of truth for grantee, funding, and programmatic data
Enhance visibility: Leadership can leverage Salesforce reports and dashboards (future enhancement) to track funding, measure impact, and inform strategy
Strengthen partnerships: By reducing administrative burdens, CHF can focus more on building relationships with grantees and advancing its mission of equitable health access
Looking Ahead
CHF is considering enhancements to budget tracking and the rollout of custom reports and dashboards for deeper insight into funding distribution and program impact.
"At OneTenth Consulting, we view technology not just as a tool, but as an enabler of equity. The John Muir Community Health Fund’s commitment to investing in local nonprofits that drive health equity deeply resonates with us. It has been a privilege to help them lay a stronger foundation for their grantmaking, and we’re proud to play even a small role in supporting the healthier, more equitable communities they are building." — Rubin Singh, CEO, OneTenth Consulting
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To learn more about John Muir Community Health Fund’s impactful work, please visit https://www.johnmuirhealth.com/about-john-muir-health/community-commitment/community-health-fund.html