How to Choose a Salesforce Consulting Partner
Be an informed buyer. You are stepping into a framework with amazing capabilities out of the box and limitless possibilities when you consider additional applications. Watch the free demo videos the Salesforce.org website…
How to Build Powerful Charity Donor Profiles
“Good fortune often happens when opportunity meets with preparation.” – Thomas Edison The best preparation you can have for major donor fundraising is a detailed profile of a potential donor to your charity, complete with…
How to Document Inside Your Salesforce Instance
I’m sure that I am not the only person who puts things by my door so I don’t forget to take them with me. It is just too easy to forget things, unless…
An Overview of Donor Management Software
For nonprofits choosing a giving platform, how do you know which one to pick when you’re working with a limited budget? Whether you’ve been using Salesforce with an integrated fundraising app for several…
Ask an Architect: 3 Recommended Steps to Building a Data Retention Policy
In this era of “big data,” nonprofit and higher ed institutions are able to use technology to collect more and more data every day. Whether migrating from legacy on-premise systems with decades of…
The Key to Attracting Multi-Year and Unrestricted Funding for Nonprofits
When it comes to nonprofit fundraising, all donations are not created equal In recent years, many nonprofits have experienced a surge in donor engagement — through campaigns like DonorsChoose.org and other crowdfunding initiatives,…
Why do I Need a Center of Excellence, Anyway?
“We’re going to spend a significant amount of time, effort, and investment to make our Salesforce implementation the best it can be. How do I ensure it’s agile, running efficiently, meeting the needs…
Enabling Your Moves Management Process in the NPSP
Moves Management refers to the process by which a prospective donor is moved from cultivation to solicitation. “Moves” are the actions an organization takes to bring in donors, establish relationships, and increase engagement…
10 Ways to Give Back to Your Community
Most of us are keen to give back to our community, but often end up asking ourselves “What, where, and how on earth can I fit it in?” As someone who organises volunteering…
An Introduction to Categorizing Contacts in Salesforce for Nonprofits
This article was authored by Power of Us HUB community members Pierre Kaluzny, CEO/Founder at Sputnik Moment and Tal Frankfurt, CEO/Founder at Cloud for Good. Why categorize contacts? Most organizations have a need to…
