Driving Dashboard Development. Step-by-Step Guide to Generating Relevant Fundraising Dashboards.

What’s the first thing you do when you get into a new car? Adjust the seat, adjust the mirrors, check the gas gauge, set the radio channel (and volume). Once you’re confident it feels right, you look

Part 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

For 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

In 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

Sometimes 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