Thought Leadership

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

Latest Posts

Salesforce can Help with US Tax Receipts for Donors

Salesforce can Help with US Tax Receipts for Donors

Donors are crucial to your nonprofit's success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their...
Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to...
Data Segmentation: Categorize Your Constituents With Salesforce

Data Segmentation: Categorize Your Constituents With Salesforce

There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to...
Salesforce Leads: Pros and Cons for Nonprofits

Salesforce Leads: Pros and Cons for Nonprofits

The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object...
Back to School: Research Methods 101 - Surveys

Back to School: Research Methods 101 – Surveys

Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents....
Slice, Dice, and Dedupe Data - What's The Right Tool for Data Cleanup?

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several...
Implementing a Major Donor Strategy Using Salesforce Tools

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may...
Five Tips for Customizing the Lightning Experience

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the...
Leveraging Salesforce and HEDA for Student Recruitment

Leveraging Salesforce and HEDA for Student Recruitment

In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify...
3 Considerations for Your First Nonprofit Drip Program

3 Considerations for Your First Nonprofit Drip Program

Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and...
Salesforce Education Cloud Winter ’22 Release: What You Need To Know

Salesforce Education Cloud Winter ’22 Release: What You Need To Know

The Salesforce.org Winter ’22 Education Cloud Release features several updates and optimizations designed to help make institution operations more efficient....
Salesforce Nonprofit Success Pack (NPSP) Winter '22 Release: What You Need to Know

Salesforce Nonprofit Success Pack (NPSP) Winter ’22 Release: What You Need to Know

The NPSP Winter '22 release is introducing the Elevate Power of Us Edition, offering new ways to manage undeliverable addresses track Change Logs for Recurring Donations,...
Migrating from Blackbaud Luminate CRM and Luminate Online to Salesforce

Migrating from Blackbaud Luminate CRM and Luminate Online to Salesforce

When harmony is created through technology systems like Nonprofit Cloud and Pardot, so too is it created for the diverse allies of the Rainforest Alliance as...
Giving Thanks with Cloud for Good

Giving Thanks with Cloud for Good

Hear from Cloud for Good’s Executive Vice President of Services and Managing Directors on what they are most thankful for as we enter the 2021 holiday...
The Power of Us Hub Has Moved to the Trailblazer Community

The Power of Us Hub Has Moved to the Trailblazer Community

On November 15th, 2021, the Power of Us Hub moved over to the Trailblazer community. This migration is a great step for the entire ecosystem....
Cloud for Good Announces Talent for Good Dallas Hub

Cloud for Good Announces Talent for Good Dallas Hub

Cloud for Good, alongside the University of North Texas at Dallas (UNT Dallas) and Dallas College, today announced a partnership to provide an apprenticeship pathway to...