Tim Forbes

Posts by Tim Forbes, VP of Products and Marketing

Chart New Donors vs. Previous Donors This Year by Month in the Salesforce Nonprofit Success Pack

Effectively comparing new donors acquired to previous supporters for the current year can yield valuable insight into the effectiveness of your fundraising efforts. With this step-by-step recipe, you can create a chart that shows new donor acquisition vs. previous donors cumulative by month for the current year as well as view data comparing donations between those groups.

For other new donor Salesforce recipes along with a discussion of donor acquisition strategies, watch our free webinar, Win New Donors this End-of-Year Fundraising Season.

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Chart New Donor Acquisition Cumulatively by Month during the Last 5 Years in the Salesforce Nonprofit Success Pack

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Successful new donor acquisition is one of the most challenging aspects of nonprofit fundraising. Key to success is a solid understanding of your current donor file so you can quantify past performance and set reasonable goals. With the Salesforce Nonprofit Success Pack, you have a firm foundation for that understanding as well as the ability to further customize reporting to give a full picture of your donors. In this step-by-step recipe, we'll create a chart that shows new donor acquisition cumulative by month for the last five years as well as toss in some helpful additional metrics.

For a full rundown of other new donor Salesforce recipes along with a presentation of new donor acquisition strategies, watch our free webinar, Win New Donors this End-of-Year Fundraising Season.

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12 Quick Ideas to Vault Donor Retention for your Nonprofit

12 Quick Ideas to Vault Donor Retention for your Nonprofit

Donor retention can be as notoriously challenging as it is vital for nonprofits. The good news, though, is that doesn’t have to be! Here are twelve simple ideas that keep givers giving and vault donor retention:

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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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