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SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when available so that if the donor asks for tax documentation you can provide that and maintain accurate donation records in Salesforce.

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The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter Pack (NPSP) for a while and you’ve found that you need more robust support for managing your fundraising and your donors’ preferences. Maybe you’re new to Salesforce and you know that you need it tailored to complex nonprofit business processes. Either way, when your nonprofit reaches a certain point in your approach to CRM, it may be time to consider an application like roundCause. roundCause is a comprehensive application for nonprofits built on the Salesforce platform. It has a robust set of features for fundraising, marketing and communications, events, and overall relationship management. It offers 360 degree view of your donors and volunteers, as well as empowering you to track and increase constituent engagement.

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