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Salesforce for Nonprofits Leadership Forum

Salesforce for Nonprofits Leadership Forum

Please join us on March 19 for our Salesforce for Nonprofits Leadership Forum with Cloud for Good and Salesforce. This event strives to foster collaboration within the Nonprofit Community across those who have the goal of deepening constituent relationships with your nonprofit, personalizing experiences, improving staff efficiency, creating a more unified picture of donor relationships, and delivering and measuring the overall economic impact.


  • 8:30-9:30 | Breakfast and Pre-Event Networking
  • 9:30-10:00 | Welcome & Introductions
  • 10:00-11:00 | Panel Discussion: Modernizing Nonprofit Operations
    Listen to insights from our panel of distinguished nonprofits (Including Barre Center for Buddhist Studies, NewYork Presbyterian, and the Guggenheim) who will discuss their various initiatives and strategies to modernize their digital infrastructures across nonprofit fundraising operations.
  • 11:00-11:10 | Break
  • 11:10 – 12:00 | Introduction to Fundraising on Salesforce Nonprofit Cloud
    Salesforce has recently revolutionized the technology that powers some of the most impactful organization’s ability to fundraise. In this session we dive into the technology that helps you consolidate donor information and interactions into a single, centralized platform, and how to evaluate the efficacy of fundraising channels, campaigns, and messages.
  • 12:00-12:30 | Lunch & Networking
  • 12:30-1:10 | Partner Session
    Join Altrata for a look into how to use your donor data to drive more fundraising impact.
  • 1:10-1:30 – Break
  • 1:30-2:10 -Breakout Sessions (Choose 1)
    • Option 1 | Design Considerations and the Impact of Marketing and Commerce Strategies for Your Fundraising Community
      Organizations looking to scale are turning toward their donor communities by incorporating new marketing and commerce strategies into their design. We’ll review what questions to consider as you start to design your scalable and personalized donor and corporate partner experiences.
    • Option 2 | Elevating Fundraising Strategies with Data Cloud
      Amidst the overflow of data, find out how you can seamlessly consolidate to provide a comprehensive view of constituents while capitalizing on invaluable insights your data offers. We’ll explore what you need to get your data ready and the questions to ask yourself before embarking on your data strategy technology transformation.
  • 2:10-2:20 | Break/Change Sessions
  • 2:20-3:00 | Breakout Sessions (Choose 1)
    • Option 1 | Grant Management on NPO Cloud
      In today’s philanthropic landscape, it’s no longer sufficient to just report on grantmaking activities. Understanding the impact is crucial. Learn how to collect budget actuals and assessment data from grantees, monitor and manage post-award tasks for internal staff, and establish links between grantee activities and outcomes.
    • Option 2 | Staffing, Training, and Change Management Best Practices for Large-Scale and Small-Scale Projects
      This session will go over recommended staffing models, training, and enablement best practices for large scale cross-cloud implementations (eg: CRM, Marketing Cloud, Experience Cloud, AI,) as well as small department specific projects. What are the recommendations when getting started with a new Salesforce project? What to expect from your implementation partner and what can help support you and your team post-implementation. We will also discuss considerations as to who on your team may want to be credentialed as part of your initiative.
  • 3:00-3:10 | Break
  • 3:10-3:50 | Closing Session


Register Here:

Thank you to our Event Sponsor:


Mar 19 2024


Eastern Time (ET)
8:30 am - 4:00 pm


New York City - Salesforce Tower
1095 Avenue of the Americas, 6th Ave, New York City