Monthly donations are critical to nonprofits at any time but, as uncertainty regarding future charitable giving looms, they are more vital now than ever. Is your nonprofit creating donor journeys that maximize recurring donations through effective moves management?
Watch this 45-minute webinar as we dive into specific strategies you can use to increase sustaining donations for your organization and outline tools in the Salesforce.org Nonprofit Success Pack to maximize your efforts. At the end of this webinar, you’ll be able to:
- Plan and execute strategies for increasing monthly giving
- Target one-time donors and effectively convert them into sustaining supporters
- Capture key recurring donation data on the Salesforce.org Contact record using custom fields and User-Defined Roll Ups in the Nonprofit Success Pack for greater visibility into giving data
- Create Levels in the Salesforce.org Nonprofit Success Pack to track status and trigger success
- Develop Engagement Plans in the Salesforce.org Nonprofit Success Pack to operationalize your approach
- Automate donor cultivation steps through Workflow Rules to optimize staff time and ensure success
Broadcast date: 3/16/2017