In our previous post, we lauded the importance of personalizing the ask amount when sending fundraising appeals. In this how to recipe, we give step-by-step instructions for doing so in the Salesforce Nonprofit Success Pack by creating a Next Ask Amount field on the Contact object.

For a deeper dive into strategy, different methods for calculating the Next Ask Amount, 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 earlier post, we showed love to Lifetime Value as a tool for guiding fundraising success for your organization. We then shared a step-by-step recipe for extending the Salesforce Nonprofit Success Pack to calculate historical giving data for Contacts up to five years back as well as calculating a Contact's consecutive years of giving. In this how to recipe, we'll walk you through the final steps in calculating Gross Lifetime Value for your organization.

For a full overview of all steps in this series as well as a presentation of the strategy behind them, watch our 45-minute recorded webinar, Boost Donations with Data-Driven Fundraising: Lifetime Value and the Salesforce Nonprofit Success Pack.

In our previous post, we sang the praises of Lifetime Value as a powerful metric that can guide fundraising success for your organization. As we noted, to calculate Lifetime Value, you'll need to know your average donor lifespan, ideally for up to five years back. If you happen to be using the Salesforce Nonprofit Success Pack, you're well on your way to getting that number. In this how to recipe, we'll walk you through a few steps that surface this on the Contact record for easy calculation.

For a full overview of all steps in this series as well as a presentation of the strategy behind them, watch our power-packed 45-minute recorded webinar, Boost Donations with Data-Driven Fundraising: Lifetime Value and the Salesforce Nonprofit Success Pack.

In our series of Salesforce how tos for increasing monthly gifts, we've detailed tactics you can implement within the Nonprofit Success Pack (NPSP) to convert one-time donors to sustaining supporters. We presented recurring donation information directly on the Contact record using User Defined Rollups. We then used those new fields to create Levels that track recurring donor status and drive effective engagement strategy. And, most recently, we created User Defined Rollups and Levels that explicitly target one-time donors giving in the last 90 days as potential recurring donors. Today, we'll finalize the process by creating an Engagement Plan Template to be used for cultivating donors.

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.

In recent posts, we've detailed step-by-step recipes anyone can use to turn their Salesforce Nonprofit Success Pack (NPSP) instance into a monthly donor assembly plant. We've discussed using User Defined Rollups to display recurring donor data on the Contact. We provided details on how to create Levels that track recurring donor status and drive effective engagement strategy. Today, we'll bring both User Defined Rollups and Levels together to allow you to specifically cultivate recent one-time donors into recurring donors.

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.