Tim Forbes

Posts by Tim Forbes, VP of Products and Marketing

Why Face-to-Face Salesforce Nonprofit Community Events Matter

NPSP Sprint Baltimore 2017 room viewNPSP Sprint Baltimore 2017

I need to apologize to Kevin Bromer.

Kevin is the Vice President of Product Delivery at Salesforce.org. He's also the father of the Nonprofit Success Pack. We chatted between sessions at the NPSP Community Sprint in Baltimore this March. I was participating in a breakout group led by Megan Himan of BrightStep Partners and Dean Graham of Wombat Works tackling issues around User Defined Rollups in the NPSP when I learned about a limitation. I told Kevin in no uncertain terms that this limitation of User Defined Rollups made them virtually useless.

I was wrong.

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Chart Donor Retention by Month vs. Acquisition by Month in the Salesforce Nonprofit Success Pack

Want more Salesforce fundraising insights? Check out our PUB Crawl newsletter to get them delivered straight to your inbox.

Donor retention is a supremely vital metric by which fundraisers determine success. Visualizing progress toward an organization's goal throughout the year with the proper context is critical to understanding your own donor retention. In this recipe, we roll up our sleeves to walk you through - step-by-step - the creation of a custom Report in the Salesforce Nonprofit Success Pack that will chart both that progress and that context.

For a full breakdown of other donor retention Salesforce recipes as well as a presentation of proven donor retention fundraising strategy, watch our webinar, Achieve Dynamite Donor Retention with the Salesforce Nonprofit Success Pack. A more productive 45 minutes focused on fundraising and the Salesforce Nonprofit Success Pack, you will not find.

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Track Donor Retention and Donor Churn Rates Against a Goal in the Salesforce Nonprofit Success Pack

Two essential metrics for measuring nonprofit fundraising success are a nonprofit's donor retention rate and donor churn rate. In this step-by-step recipe, we'll share a quick and easy way to calculate these vital statistics in the Salesforce Nonprofit Success Pack. In addition, we'll show you how to compare your current rates to your annual goal. What's more, we'll offer a method for dynamically calculating the number of retained donors needed to reach your annual goal, thereby providing a countdown to success for your development team to monitor.

For more on donor retention, watch our free webinar, Achieve Dynamite Donor Retention with the Salesforce Nonprofit Success Pack. We'll share key strategies for boosting donor retention as well as additional Salesforce Nonprofit Success Pack recipes for informing and motivating success.

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Top 25 PUB Crawl Posts to Celebrate 100th Edition of Salesforce Power of Us Hub Digest

PUB Crawl 100th edition

With this week’s issue, the PUB Crawl marks 100 straight editions! Whether travel or holiday or rain or sleet or dark of night, for 100 consecutive weeks without fail, the PUB Crawl has delivered its friendly, informative weekly digest of the best of the Power of Us Hub to the inboxes of busy people wanting to stay in the nonprofit Salesforce know.

To honor this century mark, we’ve combed our email archives to deliver the following top 25 posts shared over the course of those 100 weeks. Enjoy the walk down memory lane!

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8 Ways to Keep Givers Giving for Dynamite Donor Retention

The cues are all around you. Kids are back in school. The Labor Day holiday is here. And the calendar begins its string of months ending in “...ber” as if to subliminally prepare your skin for the shock of seasonal cold ahead.

All of these cues signal that you’re in the backstretch of the fundraising year when the marathon pace picks up and you gather yourself for the final push. You can vaguely see the finish line ahead, Father Time and Baby New Year holding each side of the tape. And the strides in between here and there are the remaining opportunities you have to convince those who donated last year to donate this year.

Excellent donor retention is an essential element of successful fundraising. But how do you keep donors donating?

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