Webinar: Accelerate Fundraising for Your Nonprofit

What does Salesforce’s Nonprofit Cloud have to offer in the fundraising space? Find out in the final installment of our Summer Webinar Series for Nonprofits, Accelerate Fundraising for Your Nonprofit. Take on key Fundraising roles as we explore how to manage a fundraising campaign from marketing the need to processing payments and everything in between. Explore how to track gifts, engage donors, and streamline the everyday functions of a fundraising operation.

Major Giving Portfolio

Use Salesforce’s Actionable List functionality to create customized donor lists for each giving officer. Access key data points on members including donor status, giving history, and financial information. Manage each donor relationship using a pictorial view of important details including the member’s extended network to expand your donor reach. Create a donor interaction summary and send a templated email using the Action Launcher to act on every opportunity immediately.

Campaign Performance

Dive into the marketing side of donations. Assess how well each campaign performs by viewing an outreach summary tracking total gifts, response rates, and number of donors. Dig deeper to evaluate each marketing channel using Outreach Source Codes to determine the best investment for reaching donors.

Fundraising Operations

Simplify the process of soliciting donations, updating pledges, and processing payments. Learn how to create a new recurring gift for an individual donor, including making various fund designations and allocation amounts. Process gifts in batches to post funds faster. Reduce manual administrative work by offering donors self-service options through Experience Cloud.

Ready to Accelerate Fundraising for Your Nonprofit?

This 30-minute overview covers how Salesforce’s Nonprofit Cloud manages all fundraising fundamentals. Customizable views, data-rich donor records, and quick gift processing make managing donations simple, yet sophisticated. Gain clear insights into donor engagements and campaign performance down to the individual activity for a true ROI. 

Get better data. Develop deeper donor relationships. Raise more dollars. Learn how Salesforce makes it possible.

WANT TO TALK WITH OUR CONSULTING TEAM?

We’d love to work with you on your Salesforce needs. Our team of certified Consultants can work closely with your team to close more deals. Call us at 317-297-2910 or complete the form below.

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