Soapbox Engage Blog

If you're on the east coast of the US right now, just let me know, and I'll send one of our penguins' friends (a rescue dog) out to find you in an ice-covered snow drift somewhere. With a laptop. So you can read this.

Inside the friendly confines of the Soapbox Engage headquarters, we're thinking of warmer places right now as the NPSP Day calendar fills up. This year, we're adding two new continents to the tour, spreading the spirit of the open source NPSP community down to our friends in the southern hemisphere. Keep your eyes on the NPSP Day website as the calendar is populated, and see if a community event rolls through a city near you!

In the meantime, stay current on what’s happing in the HUB in the comfort of your own chair with this week’s PUB Crawl!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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Great Posts from the Salesforce Power of Us Hub

1. Looking to report on giving during the 2017 end-of-year season?
   Tim Forbes (Soapbox Engage)

   Ready to make end-of-year fundraising reporting easy? Here's a step-by-step recipe to report on year-end giving from those who gave for the first time last end-of-year season vs. previous donors who gave during that same period.

2. Hub Heroes: January 2018
   Lizzy Roberts (Salesforce.org)

   Congratulations to Cori O'Brien and Soapbox Engage's own Tim Forbes! Can you spot the fib in their three histories?

3. What stages do you use for opportunities/grants?
   Sonia Lilani (The Greenlining Institute)

   Trying to find the "perfect" set of Opportunity stages to best reflect one's fundraising and grant cycles might be tough, but it would be great to share best practices from those who've walked down this path.

4. Easy revenue reporting for multi-year grants?
   Sonia Lilani (Greenlining Institute)

   Does tracking grants that don't neatly fit into an annual or monthly time frame make your head spin? How can we achieve reporting zen?

5. Varying Matching Gifts
   Christine Yockel (KidsVoice)

   Matching gifts can feel like money falling from the sky, but how can we record this when the match isn't always a 100% match?

6. How to record completely anonymous donors?
   Katie Aune (Reporters Committee for Freedom of the Press)

   When fundraising gifts are received through channels like social media, we don't always have the donor's full contact information. We might not even have their name. What are some strategies for creating Contacts in this email-first world?

Great Events for the Salesforce Nonprofit Community

1. WEBINAR: The New Tax Law and Smart Nonprofit Fundraising in 2018 - January 25 @ 3pm ET
   Tim Forbes (Soapbox Engage)

   How will the new tax law affect your organization, and how can you protect your fundraising with smart planning and strategy?

2. EMEA Office Hours - Tue, Jan 9 @ 3pm GMT
   Julia Whitehead (Giveclarity.org)

   Don't miss out on the first EMEA Office Hours of the year.

3. NPSP Day Dallas - January 25, 2018
   Ryan Ozimek (Soapbox Engage)

   We're only a few weeks out from the first NPSP Day of 2018. Grab your cowboy boots for a day of community greatness in the Lone Star state!

4. NPSP Day New Orleans - April 10, 2018
   Ryan Ozimek (Soapbox Engage)

   You. The Nonprofit Technology Conference. Tons of Salesforce community goodness!

5. Salesforce.org Open Source Community Sprint - March 5-6, 2018
   Judi Sohn (Salesforce.org)

   Get ready for the first of a trifecta of Salesforce.org open source community sprints! This year brings together a new format, with the non-profit and higher education worlds combined into one event.

Great Ideas for Nonprofits Using Salesforce

1. Set HH Account Primary Contact based on most Donations
   John Fine (Hood River County School District Foundation)

   The primary Contact on a household Account record is a bit arbitrary. To bring some more value and consistency to it, what about having the primary Contact be the Contact with the highest total of donations?