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.

Between calisthenics in preparation for tomorrow's NPSP Community Sprint and the Nonprofit Technology Conference next week (look for our penguins and say hi!), I may have glanced at the gym's TV tuned to CNN. It looks like there's likely to be some strong headwinds coming towards many of our community's US-based organizations that receive federal funding. Ah, the joy of politics.

It's time to tighten those running shoelaces, amigos.

As gears in the nonprofit machine, we all need to bring our A-game, especially as we venture into uncertain times. So keep up the stretching routine, and substitute that workout drink with a glass of knowledge from the PUB Crawl to keep sharp. Let's dive in!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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.

I'm coming back down to earth after our Soapbox Engage annual retreat in Lake Tahoe. You can't help but leave an event like this without a sense of eternal optimism, and a feeling that all is right in the world, especially after days of brainstorming a better online world with a group of awesome folks. Letting off some steam by building a cave into a 15' wall of snow was pretty fun, too.

But then your flight back to DC gets canceled.

Just when I thought reality was hitting me over the head with a post-retreat wakeup call, I've been able to take the extra time to meet with fantastic Salesforce non-profiteers in San Francisco, spent time seeing a new puppy, and enjoy what those in SF are currently calling a "oh my goodness, it's actually sunny!!!" day. Not bad, not bad at all.

From our team of eternal optimists to yours, go get 'em. Here's your weekly dose of Salesforce knowledge!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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.