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Establishing Donor Historical Data with Salesforce Can Lead to Increased Giving.

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 access that information?

By establishing predefined segments in your database, it makes life easier at

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Exponential Expectations – Automating Donations on Last Gift Amount with Salesforce

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 you through, step by step, to automate the appropriate donation ask amount.

The two previous

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Part 2: Small Formulas – Big Impact. Setting Individual Giving Increases

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 out of your Salesforce account to calculate individualized giving goals.  We’ll use

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