To effectively nurture sustaining donors, you want more than smart strategy. You need to get the most from a quality constituent relationship management system (CRM) to aid in the effort. In the first of a series of posts, we offer specific step-by-step recipes for extending the Salesforce Nonprofit Success Pack (NPSP) to be a sustaining donor cultivation powerhouse. Today, we dive into how you can use the NPSP and its User Defined Rollups to present recurring donation information directly on the Contact record.

For a full overview of all steps in this series as well as a presentation of the strategy behind them, check out our recorded webinar Convert One-Time Donors to Sustaining Supporters: Strategy, Tactics, and the Salesforce Nonprofit Success Pack.

We have a mantra that guides the development of our online engagement apps when integrating with Salesforce: stay true to the core. We do everything we can to leverage the functionality and data model inherent in Salesforce and the Nonprofit Success Pack (NPSP), only creating something new when necessary. This mantra means that Soapbox's integrations are designed to work with Recurring Donations, Opportunities/Donations, Payments, Campaigns, each NPSP Account model and a host of other elements that comprise Salesforce and the Nonprofit Success Pack. It also means that data winds up where the NPSP expects it to wind up.

There are a lot of reasons why we do this. And, with the release of NPSP Version 3.90, there are 71 more!

An amazing team of nonprofit experts in the Salesforce.org community just dropped 67 new Reports and 4 new Dashboards into the NPSP. They cover a dizzying array of common nonprofit scenarios across an insane number of aspects of the NPSP. And, since Soapbox places data where it's expected, they immediately empower our users to get even more out of Salesforce with their reporting and data analytics might.

2017 is quickly flying by! Are you finding your nonprofit in need of a solid year-round fundraising strategy to ensure that your organization meets its mission? Never fear! It's not too late to plan for making this year your best fundraising year yet!

In this webinar given on January 12, 2017, veteran fundraiser and Professional Services Manager, Marisa Taylor, shares tips, tricks, and ideas for building your nonprofit fundraising calendar to transform planning into reality so you can engage and mobilize donors.

With the political sea change brought about by the new Trump administration, we're working with nonprofits to best understand what these new realities mean for their missions, their constituents, and their fundraising efforts. The following is a collection of what we're reading, what we're writing and speaking, and what tools are at nonprofits' disposal to ensure they're best prepared for the challenge.

We'll be updating this list periodically as we find relevant content. Have something you'd like to suggest? Email me at tim[at]picnet[dot]net.

The U.S. is experiencing a political sea change with the coming of the Trump administration. Folks are animated. They’re marching. They’re signing. They’re protesting. And they’re donating. They are looking for ways in which to channel strong feelings about the way the world is changing, seemingly by the minute. And, in part, they are turning to trusted nonprofits as a part of that answer. What does it all mean for your nonprofit and its mission?

In this webinar given on February 9, 2017, we dive into statistics, strategy and tactics you can use to calibrate your compass and make your nonprofit more seaworthy in these turbulent times.