Salesforce Nonprofit Success Pack

The Salesforce Nonprofit Success Pack (NPSP) is used by tens of thousands of nonprofits worldwide to drive mission and fundraising success. Read the latest news, strategy, and how to articles on our blog to learn more and get the most out of your NPSP instance.


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Create and Schedule a Fundraising Report for End-of-Year Giving in the Salesforce Nonprofit Success Pack

From #GivingTuesday to the end of the giving season, it will be critical for fundraisers to keep close track of progress toward their fundraising goals. For those with Salesforce, you can facilitate that by scheduling a report on that progress so it is emailed to key staff daily. This step-by-step recipe will walk through the creation of a fundraising report and how to schedule its delivery.

For other last minute #GivingTuesday tips, watch our webinar, #GivingTuesday Fundraising for Procrastinators.

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PUB Crawl for November 6, 2017

If you're at Dreamforce today and reading this email, STOP, look up, and don't walk into that street sign. Now that you're safely walking through Dreamforce, if you see me, say hi!

I spent the weekend alongside fellow founding farmers at the Goat Farm Foundation retreat in Marin, preparing for tomorrow's #goatlaunch at Yerba Buena Park Esplanade at 2:30pm. Don't worry, no goats will actually be launched, and trust me, it will be easy to find us.

Goat Farm Foundation retreat 2017

We'll be announcing an entirely new way to bring together the best knowledge in our community and point it towards successful outcomes for the non-profit sector. In the meantime, grab yourself a tasty beverage, and enjoy this week's PUB Crawl.

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

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PUB Crawl for October 30, 2017

An amazing amount of community engagement took place this past week, as the NPSP Day West Coast swing was in full effect, sweeping through Portland and San Francisco. Both events saw a growing number of attendees, with NPSP Day San Francisco nearly doubling since last year!

This week, I'm putting the captain's hat in storage, and donning the Goat Farm Foundation cap as we head into Dreamforce. There's a huge world of non-profit technology that could use your brainpower to find and fill gaps in our ecosystem. We're looking to wrangle some of that goodness together at Dreamforce on Tuesday, Nov 7 at 2:30pm at Yerba Buena Gardens Esplanade. Come join us!

If you're heading to Dreamforce, I'd be excited to meet you! Just reply to this email, and let's connect. For now, sit back, relax, and enjoy this week's pour 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!

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Calculate Giving from New Donors vs. Previous Donors Last Giving Season in the Salesforce Nonprofit Success Pack

As you gear up for #GivingTuesday and the entire end-of-year giving season, context can be critical in goal setting and fundraising strategy. With this step-by-step recipe, you can easily Report on year-end giving from those who gave for the first time last end-of-year seasons vs. previous donors who gave during that same period. This can help you craft goals for overall end-of-year giving as well as specific targets for new donor acquisition.

For other last minute #GivingTuesday tips, watch our webinar, #GivingTuesday Fundraising for Procrastinators.

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Track Total Giving and Return on Investment with Salesforce Campaign Hierarchies

Want more Salesforce fundraising insights? Check out our PUB Crawl newsletter to get them delivered straight to your inbox.

Salesforce offers simple yet powerful ways to organize your fundraising campaigns. Through the use of Campaign Hierarchies, you can corral various marketing efforts and responses to those efforts into a cohesive whole that lets you report on total giving for a broad range of efforts. What's more, you can track costs associated with each of these Campaigns and compare the total investment across that range of efforts to dollars raised.

While Campaign Hierarchies are standard in Salesforce, a Salesforce administrator needs to take a few steps to make the summary information across an entire hierarchy visible on the parent Campaign. This step-by-step recipe walks you through how to do so.

Using this functionality is a quick and easy way to bring all of your #GivingTuesday fundraising activities under one proverbial data umbrella in Salesforce for straightforward analysis. For other last minute #GivingTuesday strategies and Salesforce tips, register to attend our free webinar, #GivingTuesday Fundraising for Procrastinators, on Thursday, November 16th at 3 pm ET.

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