Issue 313 Happy Tuesday, fundraisers! As we wrap up July, this week’s roundup focuses on making the tools and strategies behind your fundraising work smarter. From getting more out of your Salesforce data to understanding which supporters are most likely to engage, these pieces explore how the right information and systems can help you build stronger fundraising programs. Scroll down for some guidance on prioritizing major gift prospects, creating better alignment between your website and social channels, and thinking strategically about technology as your campaigns grow! Have a wonderful week! You can receive the Fundraising Weekly newsletter each Tuesday by subscribing today! 
Ask most development teams where their next major gift prospects will come from, and the answer usually involves buying something: a wealth screening tool, a research subscription, a consultant. Those resources have their place. But before spending on any of them, it's worth asking a simpler question: what does the data already sitting in your CRM tell you? For most nonprofits on Salesforce or Microsoft Dynamics, the answer is: more than they're using. Giving history, event attendance, campaign engagement, and relationship notes are all signals of major gift readiness, and they're already in the system your team logs into every day. This post walks through how to turn that existing data into a prioritized prospect list your gift officers can actually work from. 
AI-powered fundraising tools, predictive gift scoring, AI-drafted donor communications, automated segmentation, are getting a lot of attention right now, and for good reason: done well, they save development teams real time. But every one of these tools runs on the same input: the donor data already sitting in your CRM. If that data is inconsistent, duplicated, or stale, the tool doesn't correct for it. It learns from it, and repeats it back with more confidence than it deserves. Before adding an AI tool to your fundraising stack, it's worth taking an honest look at what you're feeding it. This post walks through what to check, and why the shape of your data pipeline matters as much as the data itself. 
Happy Monday, Trailblazers! Can you believe we’re wrapping up July? There’s a lot to dig into this week! Scroll down for fresh technical content from Salesforce Break, another excellent AMA recap, a thoughtful look at how associations are evolving their fundraising strategies, and more. And we hope to catch you at an upcoming NPSP Day! Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today! 
"Salesforce fundraising apps" isn't really one category, and most guides to it read like it is. In practice, a nonprofit searching that phrase is usually trying to solve one specific problem, donations, event registration, auction bidding, forms, or petitions, and trying to figure out whether the app that solves it will actually talk to the Salesforce org the rest of the organization already runs on, or just claim to. This guide covers the one question that determines that (real-time sync vs. batch import), a five-question checklist for vetting any vendor's answer, and what to actually look for in each major app category: donations, events, auctions, forms, petitions, and actions.
Issue 312 Happy Tuesday, fundraisers! Summer has a reputation for being the "quiet season," but this week's roundup makes a strong case for using it wisely. Whether you're strengthening donor relationships, refining your messaging, or laying the groundwork for your next major campaign, now is a great time to invest in the work that pays off later! Scroll down for some practical strategies for major gifts, donor stewardship, and writing donation appeals that inspire action. We're also sharing a step-by-step guide to launching a nonprofit advocacy campaign, insights into the psychology of newly wealthy donors, and ideas from fundraisers on what's actually working in 2026. Here's to making the most of the season and setting yourself up for a strong finish to the year! You can receive the Fundraising Weekly newsletter each Tuesday by subscribing today! 
Updated July 2026 EveryAction, now part of Bonterra, is one of the most widely adopted nonprofit CRMs with advocacy built in alongside fundraising, email, and event tools. For a lot of organizations, that bundling is the whole appeal: one login, one database, one vendor relationship covering everything from donation processing to action alerts. But "built in" and "integrates directly with Salesforce" are different things. If your organization already runs Salesforce or Nonprofit Success Pack as its system of record, EveryAction's advocacy tools live inside a separate database first, and how that data reaches Salesforce depends on the specific integration setup, not on the CRM your fundraising and program teams already use every day. Here's what that distinction actually means in practice, and when a narrower advocacy tool with real-time Salesforce sync is worth a serious look instead.
Happy Monday, Trailblazers! I hope your week is off to a solid start! This week is another fantastic opportunity to learn from one another. Whether you're refining fundraising strategies, exploring newer Nonprofit Cloud capabilities, or catching up on the latest AMA discussions, there are plenty of opportunities to pick up practical ideas from the community. Enjoy! Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today! 
Updated July 2026 Most fundraising strategy content this year is pushing nonprofits toward something new: a new channel, a new AI tool, a new campaign format. What we're actually seeing from development teams running their donor data through Salesforce is less dramatic. The organizations getting results in 2026 mostly aren't innovating. They're executing consistently on donor data they already have, and increasingly, that data is only useful because it's sitting in one CRM instead of scattered across four disconnected tools. The short version: omnichannel sequencing, mid-level donor triggers, event data as segmentation input, earlier year-end planning, and fewer well-integrated tools, five patterns, none requiring new software, all requiring a CRM that actually reflects what's happening in real time. Here are five patterns showing up repeatedly, and what each one looks like specifically for a team whose donations, events, and appeals all run through Salesforce.
Issue 311 Happy Tuesday, fundraisers! If there’s a common thread running through this week’s roundup, it’s that meaningful fundraising rarely comes from shortcuts. Whether it’s building stronger relationships with major donors, growing a matching gift program, or taking the time to do thoughtful prospect research, these pieces remind us that lasting results are built one step at a time! We also share a couple different articles on grassroots advocacy, a lesser known path to engaging your supporters and strengthening your donor base, while driving meaningful change for the causes most important to your organization. Worth some consideration! Here's to building momentum this summer! You can receive the Fundraising Weekly newsletter each Tuesday by subscribing today!
Happy Monday, Trailblazers! Ready to take a look at what's happening across the ecosystem this week? Notably, there are some great community conversations happening around data quality, automation, and program management, as well as some exciting events to mark on your calendar and... yes, a look ahead at the Winter '27 release. Time just keeps on moving! Hope you have a wonderful week! Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today! 
A constituent action campaign sounds like something that requires a digital organizer, a government affairs team, and a multi-month planning process. For large advocacy organizations, that's often true. For a nonprofit with a communications director, a mission worth defending, and a list of supporters who care, it doesn't have to be. This post walks through how to run a constituent action campaign from scratch: choosing the issue, framing the ask, building the form, sending the message, and making sure every participant ends up in your CRM where they can be cultivated long after the campaign closes. 
Most guides to running a nonprofit advocacy campaign start at the form builder: pick a template, write some copy, publish. That's the mechanical part, and it's genuinely not hard. The part that determines whether a campaign changes anything happens earlier: which issue to take on, whether it calls for a petition, an action campaign, or both in sequence, and how participants get treated after the campaign closes rather than during it. Here's a step-by-step framework for planning a nonprofit advocacy campaign from the ground up, with a few short examples of how the sequencing plays out for organizations that don't have a dedicated policy team. 
Published 2026. Updated regularly. Most "best advocacy software" roundups treat every platform's Salesforce claim the same way: a checkmark in a features table. That's not accurate. Some platforms sit on top of Salesforce with real-time, bidirectional sync. Some are built as an all-in-one CRM meant to replace Salesforce entirely. Some mention "integration" without saying how deep it goes or how often data actually moves. This guide reviews 8 grassroots advocacy platforms for nonprofits in 2026: what each one actually does with petitions, action campaigns, Salesforce integration, and pricing, not just what their homepage claims. We include a feature comparison table to help you shortlist quickly.
Issue 310 Happy Tuesday, fundraisers! Summer can be a great time to take a closer look at the fundraising fundamentals that keep campaigns moving. This week’s roundup is all about finding the sweet spot between strategy and simplicity: making it easier for supporters to give, making better use of your data, and making sure your communications are helping rather than getting in the way. Below, you’ll find practical ideas for improving donation pages and online giving conversions, keeping your nonprofit data clean, and making the most of live fundraising events. We’re also sharing some thought-provoking reminders about donor communication, including why sometimes saying less can lead to more action. Have a wonderful week! You can receive the Fundraising Weekly newsletter each Tuesday by subscribing today! 
Search "advocacy software" and most of what you'll find is built for government affairs teams, PAC managers, and corporate public affairs departments tracking bills across state capitols. That's a real category, but it's not built for a nonprofit trying to mobilize its supporter list around a mission-connected issue, and it's almost never built with Salesforce in mind. That gap matters more than it sounds. If your organization already runs on Salesforce, an advocacy tool that treats your CRM as an afterthought creates a second, disconnected system: signatures in one place, donor history in another, and a staff member stitching them together by hand. Here's what actually matters when you're evaluating advocacy software as a Salesforce nonprofit.
Happy Monday, Trailblazers! We’re kicking off July with a great mix of community conversations, practical Salesforce guidance, and opportunities to connect. This week’s highlights include reflections on what makes Salesforce implementations stand the test of time, conversations around AI and nonprofit technology, important certification reminders, and several thoughtful discussions from the community around data models, Gift Entry, and real-world nonprofit use cases. As always, if there’s a topic, resource, or community conversation you’d like to see featured in a future PUB Crawl, send it our way! Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today! 
Most nonprofits already have a donation page. Far fewer have thought about what happens in the moment right before a supporter decides to click toward it. That moment, the gap between "I want to help" and "I'm now filling out a form," is where a lot of giving intent quietly disappears. Donation modals close that gap. Instead of sending a supporter away from the page they're reading to a separate donation form, a modal brings a lightweight giving experience directly to them, right where they already are. 
Most guides to petition software compare surface features: template design, signature counters, social share buttons. Those matter, but they're not what determines whether a petition campaign is worth running. The question that actually decides the long-term value of a petition is whether signers land in your CRM automatically, or whether your team ends up exporting a spreadsheet that never quite gets imported. Here's a complete buyer's guide: what to look for in petition software, which features are worth prioritizing, the pricing structures to watch for, and why the CRM sync question changes what a petition can do for your organization after the campaign closes. 
"Advocacy software" covers a much wider range of tools than the category name suggests. Quorum is built for enterprise government affairs teams tracking legislation across dozens of jurisdictions. Muster is a dedicated advocacy CRM with a real Salesforce app, serving nonprofits, associations, and chambers of commerce. Soapbox Engage is a focused petitions-and-action-campaigns toolset built to sync into a Salesforce org your organization already runs. A feature checklist won't tell you which one fits, because the honest answer depends entirely on what your team does day to day, not which platform has the most checkboxes. Here's how to tell which of the three actually fits, by scenario. |
Donations
Events
Petitions
Forms
Shop
Directories