Handling Donations Made via Third-Party Organizations
It is common for nonprofit organizations to receive gifts from donors made through third-party organizations. These third party organizations might be the United Way, a community
Adding it Up: Understanding Roll-Up Summary Fields
Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to
Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.
Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When
Make Those Moves and Track Them Too: Salesforce Moves Management
Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your
As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data
It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that
From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to
Ready To Start With Your Implementation? Think Again
You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…
It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at
