Soapbox Engage Blog

In our latest blog post, we offered step-by-step instructions for creating a Next Ask Amount formula field in the Salesforce Nonprofit Success Pack to be used in personalizing fundraising appeals. Being big fans of choice, we're happy to offer twelve different versions of that formula from which you can choose when creating your own field.

This list begins with our initially recommended formula and is broken down between six versions that aim for a 10% increase in giving from donors and six aiming for 20%. From there, you can choose to base that increase on the Last Gift Amount, Largest Gift Amount, or an average of the two. Finally, we leave it up to you to choose between rounding up to the nearest $5 increment for each version or giving a more personalized feel with an unexpected amount by simply rounding to the nearest whole dollar amount.

If you'd like a dose of the strategy behind personalizing your ask, discussion the Salesforce Nonprofit Success Pack tactics, and details on operationalizing your personalized ask using Pardot or the Salesforce Marketing Cloud, watch our recorded webinar, Making the Right Fundraising Ask: When, How and How Much.

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Target 10% Increase from Donors

1. Calculate 110% of the Last Gift Amount field and round up to the nearest $5 increment

IF ( 5 * ROUND ( (npo02__LastOppAmount__c * 1.1 )/5, 0) >= (npo02__LastOppAmount__c * 1.1), 5 * ROUND ( (npo02__LastOppAmount__c * 1.1)/5, 0), 5 * ROUND ( (npo02__LastOppAmount__c * 1.1)/5, 0) + 5 )

2. Calculate 110% of the Largest Gift field and round up to the nearest whole number

CEILING(npo02__LastOppAmount__c * 1.1)

3. Calculate 110% of the Largest Gift field and round up to the nearest $5 increment

IF ( 5 * ROUND ( (npo02__LargestAmount__c*1.1 )/5, 0) >= (npo02__LargestAmount__c * 1.1), 5 * ROUND ( (npo02__LargestAmount__c * 1.1)/5, 0), 5 * ROUND ( (npo02__LargestAmount__c * 1.1)/5, 0) + 5 )

4. Calculate 110% of the Largest Gift field and round up to the nearest whole number

CEILING(npo02__LargestAmount__c * 1.1)

5. Calculate 110% of the average of the Most Recent Gift and Largest Gift fields and round up to the nearest $5 increment

IF ( 5 * ROUND ( ( ( (npo02__LastOppAmount__c + npo02__LargestAmount__c) / 2 ) * 1.1 )/5, 0) >= ( ( (npo02__LastOppAmount__c + npo02__LargestAmount__c) / 2 ) * 1.1 ), 5 * ROUND ( ( ( (npo02__LastOppAmount__c + npo02__LargestAmount__c) / 2 ) * 1.1 )/5, 0), 5 * ROUND ( ( ( (npo02__LastOppAmount__c + npo02__LargestAmount__c) / 2 ) * 1.1 )/5, 0) + 5 )

6. Calculate 110% of the average of the Most Recent Gift and Largest Gift fields and round up to the nearest whole number

CEILING( ( (npo02__LastOppAmount__c + npo02__LargestAmount__c) / 2 ) * 1.1)

Target 20% Increase From Donors

7. Calculate 120% of the Last Gift Amount field and round up to the nearest $5 increment

IF ( 5 * ROUND ( (npo02__LastOppAmount__c * 1.2 )/5, 0) >= (npo02__LastOppAmount__c * 1.2), 5 * ROUND ( (npo02__LastOppAmount__c * 1.2)/5, 0), 5 * ROUND ( (npo02__LastOppAmount__c * 1.2)/5, 0) + 5 )

8. Calculate 120% of the Largest Gift field and round up to the nearest whole number

CEILING(npo02__LastOppAmount__c * 1.2)

9. Calculate 120% of the Largest Gift field and round up to the nearest $5 increment

IF ( 5 * ROUND ( (npo02__LargestAmount__c*1.2 )/5, 0) >= (npo02__LargestAmount__c * 1.2), 5 * ROUND ( (npo02__LargestAmount__c * 1.2)/5, 0), 5 * ROUND ( (npo02__LargestAmount__c * 1.2)/5, 0) + 5 )

10. Calculate 120% of the Largest Gift field and round up to the nearest whole number

CEILING(npo02__LargestAmount__c * 1.2)

11. Calculate 120% of the average of the Most Recent Gift and Largest Gift fields and round up to the nearest $5 increment

IF ( 5 * ROUND ( ( ( (npo02__LastOppAmount__c + npo02__LargestAmount__c) / 2 ) * 1.2 )/5, 0) >= ( ( (npo02__LastOppAmount__c + npo02__LargestAmount__c) / 2 ) * 1.2 ), 5 * ROUND ( ( ( (npo02__LastOppAmount__c + npo02__LargestAmount__c) / 2 ) * 1.2 )/5, 0), 5 * ROUND ( ( ( (npo02__LastOppAmount__c + npo02__LargestAmount__c) / 2 ) * 1.2 )/5, 0) + 5 )

12. Calculate 120% of the average of the Most Recent Gift and Largest Gift fields and round up to the nearest whole number

CEILING( ( (npo02__LastOppAmount__c + npo02__LargestAmount__c) / 2 ) * 1.2)

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Related Resources

• WEBINAR RECORDING: Making the Right Fundraising Ask: When, How, and How Much
• SALESFORCE HOW TO BLOG: Personalize fundraising appeals by creating Next Ask Amount in Salesforce Nonprofit Success Pack
• SALESFORCE HOW TO BLOG: Improve sustaining donor appeals by creating Next Recurring Ask Amount in Salesforce Nonprofit Success Pack
• BLOG: Using Four Pillars for Powerful Fundraising Appeals
• BLOG: Making the Right Fundraising Ask: Smart Strategy for Successful Appeals
• BUYER'S GUIDE: 2017 Marketing Automation Comparison Report, Idealist Consulting