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.

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.

As hard as it is to believe, #GivingTuesday is fewer than five months away. Smart nonprofits are already planning how they'll leverage this massive day of giving. A critical piece of that strategy is segmenting their donor lists so they can craft appropriate individualized appeals to donors and would-be fundraising ambassadors. One element of that segmentation is determining who gave to your organization during last year's end-of-year giving season. In this step-by-step recipe, we'll share one way to do this using User Defined Rollups in the Salesforce Nonprofit Success Pack.

For more on extending the Salesforce Nonprofit Success Pack for Giving Tuesday appeals along with savvy fundraising strategy, watch our free webinar, Seize #GivingTuesday Success with Fundraising Wisdom and Salesforce .

We recently shared a how-to recipe for creating a Next Ask Amount formula field on the Contact record in the Salesforce Nonprofit Success Pack. Next, we tossed in twelve different versions of that formula to give you options. Now we take this same concept and extend the Salesforce Nonprofit Success Pack by creating a Next Recurring Ask Amount field to convert one-time donors into sustaining supporters.

For a deeper dive into strategy, Salesforce Nonprofit Success Pack tactics, and details on operationalizing your personalized ask using Pardot or the Salesforce Marketing Cloud, watch our recorded webinar, Making the Right Fundraising Ask: When, How and How Much.

In our latest blog post, we offered step-by-step instructions for creating a Next Ask Amount formula field in the Salesforce Nonprofit Success Pack to be used in personalizing fundraising appeals. Being big fans of choice, we're happy to offer twelve different versions of that formula from which you can choose when creating your own field.