In our previous post, we provided a step-by-step recipe for extending the Salesforce Nonprofit Success Pack (NPSP) to present recurring donation information directly on the Contact record using User Defined Rollups. Today, we use those new fields to create Levels that track recurring donor status and drive effective engagement strategy.

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.

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.

Charitable donations are at record highs in the United States these days. The trend started in 2015, strengthened in 2016, and hit fever pitch with the election and inauguration. Sustainability of this historically high giving is in doubt, however, and savvy nonprofits are strategizing how they can both capture the moment and do so in a way that sustains them through uncertain times ahead.

Chief among these strategies should be a laser focus on amping up monthly donations that can keep on keeping on even if times get tough. But how?

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.