Thought Leadership

Ideas and strategies to help purpose-driven organizations create greater, lasting impact.

Latest Posts

How to Keep Donors Engaged Using Emerging Technologies

How to Keep Donors Engaged Using Emerging Technologies

Keeping donors engaged during uncertain times can feel like a challenge, but new technologies are available to keep us centered....
Salesforce-Winter-23-Release-What-You-Need-To-Know

Salesforce Winter ’23 Release: What You Need to Know

The Salesforce Winter '23 Release is loaded with features sure to make your user experience easier and enhance your Salesforce instance....
Why All Companies Must Explore the Role of Ethics in Technology

Why All Companies Must Explore the Role of Ethics in Technology

The widespread adoption of technology has made the continued role of ethics in technology all the more important....
For the 9th Time, Cloud for Good Appears on the Inc. 5000

For the 9th Time, Cloud for Good Appears on the Inc. 5000

For the 9th straight year, Cloud for Good appears on the Inc. 5000 list, the most prestigious ranking of growing private companies in America....
7 Ways to Get Ready for End-Of-Year Giving Today

7 Ways to Get Ready for End-Of-Year Giving Today

Getting your Salesforce org ready for end-of-year giving is an essential part of being prepared for success....
Marketing Cloud Multi-Factor Authentication Security Options

Marketing Cloud Multi-Factor Authentication Security Options

Multi-factor Authentication (MFA) is required for Salesforce Marketing Cloud as of August 9, 2022. Here's what you need to know about the latest security updates....
How Lessons Learned During the Pandemic Help Prepare Nonprofits and Higher Education for a Recession

How Lessons Learned During the Pandemic Help Prepare Nonprofits and Higher Education for a Recession

Learn how the lessons we've learned during the pandemic can help prepare your nonprofit or higher education institution for the impending recession....
Salesforce-Summer-22-Release-What-You-Need-To-Know-1

Salesforce Summer ’22 Release: What You Need to Know

The Salesforce Summer ’22 Release is packed with intuitive new features, updates, and functionalities sure to enhance your instance....
Laptop showing salesforce.org logo surrounded by icons. Text: UNDERSTANDING THE NEW VISION + VOCABULARY OF MARKETING CLOUD

Understanding the New Vision + Vocabulary of Marketing Cloud

Salesforce recently shared its vision for the next generation of Marketing Cloud, including many commonly used products being rebranded....
Recovering from Dreamforce

Recovering from Dreamforce

Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff...
Thank You Letters: Leveraging Donation Split & Conga Composer

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has...
The Ethical Consultant

The Ethical Consultant

I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but...
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Going to Dreamforce? Let’s Meet!

Are you going to Dreamforce? Let's schedule a time to meet!...

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release....
Don't Be a Fish Out of Water: Preparing for a Salesforce Migration

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a...