Nonprofit and Government Financial Operations Improvement Specialists

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DonatewithGraph ThumbnailPart of AccuFund's Small Formulas – Big Impact Series: Donor Participation Ratings    


HOW ESTABLISHING DONOR HISTORICAL DATA CAN LEAD TO INCREASED GIVING.

Who are your frequent donors?
Who are your major donors this year?
Who is close to moving into these categories?
How much has any one donor given in their lifetime?

A total sum of giving helps create a better picture of your donor. It helps you gauge the strength of a donor’s relationship to your organization. But, how easily can you

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Salesforce logoFor fundraisers, knowing the appropriate amount to ask of a potential donor is half the battle (and arguably, the most important). Ask too little and you miss an opportunity. Ask too much and you risk scaring the donor away.

A little known and scarcely used tool in Salesforce helps guide the fundraising/development team in knowing the appropriate amount to ask.

When you talk with a donor, is your database customized to tell you what that next appropriate ask should be?

This blog post will walk

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Salesforce logoIn an earlier blog post, we showed you how to increase last year’s giving total for ALL your contacts by 10%. Oftentimes, this standardized increase will help you achieve a specific fundraising goal set by your team.

In some cases, you might have a select group of donors that you’d like to increase well above the standard, perhaps by 25%, 50%, or even more. This is common practice for organizations using moves management.  

In this blog post, we’ll teach you how to create a calculator

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Salesforce logoSometimes it’s the little things in life that make all the difference.
A friendly smile, a warm, sunny day,
a Salesforce formula that generates immediate results.

Yes, a Salesforce formula.

As an example, let’s say your nonprofit is looking to raise 10% more than it did in the previous Calendar Year.
How can you quickly and easily capitalize on the tools Salesforce provides, and take your giving to the next level?

Salesforce’s NPSP roll-up capabilities provide us with a field that is the

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Nonprofits have more choices than they did a few years ago when it comes to operational software.  If you are shopping for new accounting software there’s a new consideration beyond features and functions:  is the best choice a cloud solution, a hosted solution or an on-premise solution?

  • On-premise is the traditional method of housing your software.  You license a solution that is installed on a server that resides physically within your organization. 
  • A hosted solution means that you
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Your fundraising results are crucial to your mission. Development Directors that can put technology to work employing an easy-to-use and affordable fundraising system are going to see better results than those burdened with manual processes.

When looking for a new system there are two costs that go into your purchase – the cost of the software and the cost associated with implementing the software. AccuFund CRM software will require an implementation fee, but there is no cost for the

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