Updated July 2026 EveryAction, now part of Bonterra, is one of the most widely adopted nonprofit CRMs with advocacy built in alongside fundraising, email, and event tools. For a lot of organizations, that bundling is the whole appeal: one login, one database, one vendor relationship covering everything from donation processing to action alerts. But "built in" and "integrates directly with Salesforce" are different things. If your organization already runs Salesforce or Nonprofit Success Pack as its system of record, EveryAction's advocacy tools live inside a separate database first, and how that data reaches Salesforce depends on the specific integration setup, not on the CRM your fundraising and program teams already use every day. Here's what that distinction actually means in practice, and when a narrower advocacy tool with real-time Salesforce sync is worth a serious look instead. 
Updated July 2026 Most fundraising strategy content this year is pushing nonprofits toward something new: a new channel, a new AI tool, a new campaign format. What we're actually seeing from development teams running their donor data through Salesforce is less dramatic. The organizations getting results in 2026 mostly aren't innovating. They're executing consistently on donor data they already have, and increasingly, that data is only useful because it's sitting in one CRM instead of scattered across four disconnected tools. The short version: omnichannel sequencing, mid-level donor triggers, event data as segmentation input, earlier year-end planning, and fewer well-integrated tools, five patterns, none requiring new software, all requiring a CRM that actually reflects what's happening in real time. Here are five patterns showing up repeatedly, and what each one looks like specifically for a team whose donations, events, and appeals all run through Salesforce. 
Issue 311 Happy Tuesday, fundraisers! If there’s a common thread running through this week’s roundup, it’s that meaningful fundraising rarely comes from shortcuts. Whether it’s building stronger relationships with major donors, growing a matching gift program, or taking the time to do thoughtful prospect research, these pieces remind us that lasting results are built one step at a time! We also share a couple different articles on grassroots advocacy, a lesser known path to engaging your supporters and strengthening your donor base, while driving meaningful change for the causes most important to your organization. Worth some consideration! Here's to building momentum this summer! You can receive the Fundraising Weekly newsletter each Tuesday by subscribing today! 
A constituent action campaign sounds like something that requires a digital organizer, a government affairs team, and a multi-month planning process. For large advocacy organizations, that's often true. For a nonprofit with a communications director, a mission worth defending, and a list of supporters who care, it doesn't have to be. This post walks through how to run a constituent action campaign from scratch: choosing the issue, framing the ask, building the form, sending the message, and making sure every participant ends up in your CRM where they can be cultivated long after the campaign closes. 
Happy Monday, Trailblazers! Ready to take a look at what's happening across the ecosystem this week? Notably, there are some great community conversations happening around data quality, automation, and program management, as well as some exciting events to mark on your calendar and... yes, a look ahead at the Winter '27 release. Time just keeps on moving! Hope you have a wonderful week! Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today! 
Most guides to running a nonprofit advocacy campaign start at the form builder: pick a template, write some copy, publish. That's the mechanical part, and it's genuinely not hard. The part that determines whether a campaign changes anything happens earlier: which issue to take on, whether it calls for a petition, an action campaign, or both in sequence, and how participants get treated after the campaign closes rather than during it. Here's a step-by-step framework for planning a nonprofit advocacy campaign from the ground up, with a few short examples of how the sequencing plays out for organizations that don't have a dedicated policy team. 
Published 2026. Updated regularly. Most "best advocacy software" roundups treat every platform's Salesforce claim the same way: a checkmark in a features table. That's not accurate. Some platforms sit on top of Salesforce with real-time, bidirectional sync. Some are built as an all-in-one CRM meant to replace Salesforce entirely. Some mention "integration" without saying how deep it goes or how often data actually moves. This guide reviews 8 grassroots advocacy platforms for nonprofits in 2026: what each one actually does with petitions, action campaigns, Salesforce integration, and pricing, not just what their homepage claims. We include a feature comparison table to help you shortlist quickly.
Issue 310 Happy Tuesday, fundraisers! Summer can be a great time to take a closer look at the fundraising fundamentals that keep campaigns moving. This week’s roundup is all about finding the sweet spot between strategy and simplicity: making it easier for supporters to give, making better use of your data, and making sure your communications are helping rather than getting in the way. Below, you’ll find practical ideas for improving donation pages and online giving conversions, keeping your nonprofit data clean, and making the most of live fundraising events. We’re also sharing some thought-provoking reminders about donor communication, including why sometimes saying less can lead to more action. Have a wonderful week! You can receive the Fundraising Weekly newsletter each Tuesday by subscribing today! 
Search "advocacy software" and most of what you'll find is built for government affairs teams, PAC managers, and corporate public affairs departments tracking bills across state capitols. That's a real category, but it's not built for a nonprofit trying to mobilize its supporter list around a mission-connected issue, and it's almost never built with Salesforce in mind. That gap matters more than it sounds. If your organization already runs on Salesforce, an advocacy tool that treats your CRM as an afterthought creates a second, disconnected system: signatures in one place, donor history in another, and a staff member stitching them together by hand. Here's what actually matters when you're evaluating advocacy software as a Salesforce nonprofit.
Happy Monday, Trailblazers! We’re kicking off July with a great mix of community conversations, practical Salesforce guidance, and opportunities to connect. This week’s highlights include reflections on what makes Salesforce implementations stand the test of time, conversations around AI and nonprofit technology, important certification reminders, and several thoughtful discussions from the community around data models, Gift Entry, and real-world nonprofit use cases. As always, if there’s a topic, resource, or community conversation you’d like to see featured in a future PUB Crawl, send it our way! Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today! 
Most nonprofits already have a donation page. Far fewer have thought about what happens in the moment right before a supporter decides to click toward it. That moment, the gap between "I want to help" and "I'm now filling out a form," is where a lot of giving intent quietly disappears. Donation modals close that gap. Instead of sending a supporter away from the page they're reading to a separate donation form, a modal brings a lightweight giving experience directly to them, right where they already are. 
Most guides to petition software compare surface features: template design, signature counters, social share buttons. Those matter, but they're not what determines whether a petition campaign is worth running. The question that actually decides the long-term value of a petition is whether signers land in your CRM automatically, or whether your team ends up exporting a spreadsheet that never quite gets imported. Here's a complete buyer's guide: what to look for in petition software, which features are worth prioritizing, the pricing structures to watch for, and why the CRM sync question changes what a petition can do for your organization after the campaign closes. 
"Advocacy software" covers a much wider range of tools than the category name suggests. Quorum is built for enterprise government affairs teams tracking legislation across dozens of jurisdictions. Muster is a dedicated advocacy CRM with a real Salesforce app, serving nonprofits, associations, and chambers of commerce. Soapbox Engage is a focused petitions-and-action-campaigns toolset built to sync into a Salesforce org your organization already runs. A feature checklist won't tell you which one fits, because the honest answer depends entirely on what your team does day to day, not which platform has the most checkboxes. Here's how to tell which of the three actually fits, by scenario. 
Months of planning go into a nonprofit gala or fundraising event. You've secured the venue, curated the auction items, recruited volunteers, and sent invitations. But for most organizations, the difference between a good event and a great one comes down to what happens in the room on event night. The strategies below aren't theoretical. They're the levers that experienced event fundraisers pull to turn a comfortable evening into a record-breaking one. Whether you're hosting your first gala or your fifteenth, these are worth reviewing before your next fall event.
Nonprofits are constantly on the lookout for new and improved ways to fund their causes. And the less time and effort required, the better! That's where recurring donations can be a lifesaver. After all, securing consistent, reliable revenue is a must for nonprofit fundraisers aiming to make a significant impact on their overall missions. And donors love how easy it is to support their favorite causes! In fact, fundraising research states that online giving revenue grew by over 40% as recurring donation options became increasingly popular.
Issue 309 Happy Tuesday, fundraisers! As we close out June, this week’s roundup leans into a simple but important question: are we making it as easy and compelling as possible for people to give? A lot of these pieces circle around that idea from different angles, whether it’s tightening up your donation appeals, rethinking the flow of text-to-donate at events, or smoothing out the early steps of donor acquisition so momentum isn’t lost. Hope you enjoy! You can receive the Fundraising Weekly newsletter each Tuesday by subscribing today!
Happy Monday, Trailblazers! We’re closing out June with a mix of community insights, security guidance, and a couple thoughtful pieces on how nonprofits are navigating both technical and organizational change across the Salesforce ecosystem. Here's to a strong end to Q2 and fresh start for Q3! Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!
TL;DR: Winning donation appeals are vital for attracting supporters and securing funds. To raise more for your cause, it's essential that you optimize your outreach at every touchpoint. Strong subject lines, workplace giving programs, engaging stories, and more can go a long way toward increasing fundraising revenue. Compelling donation appeals are the lifeblood of impactful nonprofit fundraising. Crafting effective asks can not only enhance your organization's ability to attract and retain donors but ultimately increase your funding and impact overall. So, how can you supercharge your outreach efforts to raise more for your cause? Among the various strategies to boost your appeals, several stand out as particularly fruitful. In this guide, we'll walk through the following tips to help you maximize your fundraising with strong appeals:
Issue 308 Happy Tuesday, fundraisers! This week’s roundup zooms in on a theme that shows up again and again in strong fundraising: clarity and connection. Whether it’s the difference between a good and a great charity auction, or the small choices that help donors truly understand your message, these pieces are all about making your fundraising easier to engage with and harder to ignore. Have a wonderful week! You can receive the Fundraising Weekly newsletter each Tuesday by subscribing today! 
We're back with a recap of NPSP Day Chicago! On June 4, the Salesforce nonprofit community gathered at the Bernard Horwich JCC for a full day of learning, collaboration, and community building. The energy in the room was everything NPSP Day is known for. Attendees arrived ready to share, ready to listen, and ready to dig into the real challenges of nonprofit Salesforce administration. From morning introductions through the final session, conversations were honest, practical, and grounded in the day-to-day realities of the work. As one attendee put it: "Of all Salesforce related convenings and conferences, NPSP Day is consistently the most valuable to me. By letting participants set the agenda, we get to talk through the real-life problems that matter most to us." A huge thank you to our sponsors, Idlewild Partners and Data Geeks Lab, whose support helped make the day possible! |
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