Soapbox Engage Blog

It's time to flip up your tray tables and return your seat to its upright and locked positions. I'm kicking off the NPSP Day 2018 tour on Thursday with our first community unconference in Dallas, and excited for the year ahead!

For those of you who can't join us in Dallas, don't worry, there's plenty of opportunities to engage with the community in 2018. First, our team's very own Tim Forbes is hosting an important webinar on Thursday to help fundraisers prepare for the massive change likely coming our way with the new US tax law changes. Second, this Friday you can give a big virtual hug to fellow community members in the second non-profit HUB Office hours for 2018. Then, you can take a look at the growing list of cities announced for the planned 18 NPSP Days scheduled on 4 continents this year.

To get you prepared for the week, and before I go wheels up into the skies, take a moment to enjoy this week’s PUB Crawl. Grab a warm beverage of your choice and enjoy this week’s roundup of knowledge.

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. How to create an easy donor retention report
   Sara Haugen (One Equal Heart Foundation)

   If you're trying to report on potential drop-off points on year-over-year donations, what's the best way to expose this easily?

2. Does anyone have helpful information about archiving records?
   Brian Sawyer (Breathe California Golden Gate Public Health Partnership)

   Without a "Sweep Under the Rug" button available, what's the best way to handle piles of records that need to be cleaned up to save space in your org?

3. How do you use NPSP for managing program or constituent data along with the normal NPSP data?
   Matt Henry (Youth Opportunities Unlimited)

   While the NPSP is fantastic for fundraising management, what's the best way to use the NPSP for program management?

4. Have you started a new trial of NPSP in the last week or so and noticed anything different?
   Judi Sohn (Salesforce.org)

   If you've started a new NPSP trial recently, you're getting a great new view of Lightning Experience Apps for the NPSP and Volunteers for Salesforce.

5. Number of donors instead of number of gifts?
   Erin Miller (Chewonki Foundation (2nd Org))

   The NPSP makes it easy to count individual donations, but how can you count the number of unique donors?

6. Enter a Trust as a Household or an Organization?
   Jason Selvidge (Charlotte Maxwell Clinic)

   If it walks a household, but talks like a trust...how the heck do we record this in the NPSP?

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)

   I can't control the craziness in DC, but I know folks that can help prepare your fundraising team for what's likely to be a big change in charitable donations in 2018.

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

   This week, we're bringing the NPSP Day tour to the Lone Star state! Looking forward to seeing you all down in Texas on Thursday!

3. HUB Office Hours - Fri, Jan 26 @ 12pm EST
   Caroline Renard (Technology Interpreter for Arts Groups)

   Get ready for another fantastic HUB Office Hours this week with our very own Tim Forbes alongside Terry Cole.

4. NPSP Day Minneapolis - March 1, 2018
   Ryan Ozimek (Soapbox Engage)

   Kick off March with our second NPSP Day in Minneapolis! A huge thank you to our friends at Mia for providing an amazing venue.

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

   The NPSP and HEDA communities coming together under one roof...maybe with Mickey Mouse? Join in on the first Salesforce.org Open Source Community Sprint for both projects combined into one event.

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

   Get your Salesforce knowledge on right before the Nonprofit Technology Conference.

7. NPSP Day New York - June 21, 2018
   Ryan Ozimek (Soapbox Engage)

   Mark your calendars for our second NPSP Day in the Big Apple!

8. NPSP Day Bozeman - August 16, 2018
   Ryan Ozimek (Soapbox Engage)

   Under the big blue skies of Montana, the Salesforce non-profit community will be gathering for the second NPSP day in Bozeman!

Great Ideas for Nonprofits Using Salesforce

1. Additional Merge Button at Bottom of Merge Contacts Screen
   Megan Pietruszka (National Network of Abortion Funds)

   Sometimes, just the position of a button on a screen can lead to user joy. This might seem small, but could speed up the merging process in an already not-so-much-fun process.