Getting Started with Strategic Planning: 3 Key Steps
The fuel behind your organization is your mission. It touches each part of your nonprofit’s operations and drives your staff, donors, volunteers, board members and other stakeholders to make a difference. However, to accomplish your mission, you must put in the behind-the-scenes work necessary to nail down your priorities and get your team on track. That’s where strategic planning comes in. Whether you’re aiming to upgrade your donor retention efforts, promote new programs, help more beneficiaries or something else entirely, a strategic plan will help you achieve your goals and make decisions that push your mission forward. In this ...
Dreamforce Sessions for Nonprofits
It’s just about that time for the biggest Salesforce event of the year, Dreamforce! Last year, over 40,000 people attended the event in person in San Francisco, with over 200,000 attending online. If you aren’t able to attend 2024 Dreamforce in person, you can watch a lot of content online for free by signing up for a free account on Salesforce+. This includes both live streams and recorded sessions. Here is a list of sessions you may want to attend, including all the sessions specific to nonprofits. (You can also see the full schedule of live sessions here and ...
Why Nonprofits Should Move from Raiser’s Edge to Salesforce’s New Nonprofit Cloud: A Deep Dive into Enhanced Giving Architecture
When it comes to nonprofit CRM solutions, Raiser’s Edge has been a longstanding option. And while Salesforce’s Nonprofit Success Pack (NPSP) has been a great solution for many nonprofits, Salesforce’s new Nonprofit Cloud is making waves in the industry with its advanced features and unparalleled flexibility. As Salesforce experts with over 15 years of experience, we have witnessed firsthand how this innovative platform can enhance nonprofit operations. This blog post explores how Salesforce’s Nonprofit Cloud bridges the gaps within Raiser’s Edge for nonprofit initiatives, specifically focusing on the enhanced functionality of Gift Commitments and Gift Transactions. Why we ...
Building a Holistic Private School Fundraising Strategy
Private and independent schools are complex, highly diverse organizations. So are their fundraising needs. Between dealing with overhead costs, launching new student programs, and making capacity investments, there’s always something that needs support. Schools have to be incredibly adaptive and responsive to sustain growth over time. For educational institutions, a holistic fundraising strategy will work best to help you reach your goals. Why? And how can you begin improving your current fundraising practices to support your school in the long run? Let’s take a look. How Private School Fundraising Works What stands out about private schools’ funding ...
Our 10 Favorite Flow Features from the Salesforce Summer ’24 Release
Whenever Salesforce publishes the release notes for an upcoming release, I always jump straight to the Flow section. The last several releases have included a lot of major improvements to Flow, and the Summer ’24 Release is no different, containing both simple quality-of-life updates and features that could completely change how we approach solutions to certain problems. Here’s my list of some of my favorite new Flow features and improvements in the Summer ’24 Release. Repeater Component Builds a Collection from a Single Screen The Repeater screen component was previously available as a beta feature, but has ...
Align your work with your goals with Nonprofit Cloud Outcomes Management
You already use Salesforce or another database to track your donors and donations. You also have some sort of system for tracking your programs and participants. Maybe you use Salesforce for that too – or perhaps program managers are juggling their caseloads with sticky notes and spreadsheets! What is still missing at many nonprofits is an effective way to measure outcomes. Sure, you can count the number of people served… but what about the impact you intended to have on them? Measuring impact can seem too slippery and abstract. Figuring out what to measure and how to measure it ...
From Chaos to Clarity: Measuring Impact with Salesforce’s Nonprofit Cloud for Programs
For nonprofits juggling many programs and services, Salesforce's Nonprofit Cloud for Programs offers some impressive nonprofit tools. It helps you track all the moving parts of your services - from who you’re helping to what benefits you’re delivering. Engaging stories resonate with your funders’ hearts, but delivering quantifiable results about your impact can help them decide how many zeros to put on that check! Here’s a quick look at what this platform brings to the table, why you need it, and how Redpath can help. What it offers Nonprofit Cloud for Programs allows you to manage ...
Salesforce Unveils Einstein 1 Studio for No-Code AI Model Building
Salesforce recently launched Einstein 1 Studio, a powerful new no-code tool that allows anyone to easily build, deploy, and manage custom AI models, at their 2024 TrailblazerDX developer conference. This innovative offering expands AI capabilities for Salesforce customers. What is Einstein 1 Studio? Einstein 1 Studio is a user-friendly interface that guides you through the process of creating AI models from your own data. No coding experience is required - the studio provides simple point-and-click tools to upload data, choose model types, train models, and deploy them into production. Einstein 1 Platform brings together your data, ...
Enhance Customer Service with Minimal Staffing through AI in Experience Cloud
Picture this: nonprofit teams stretched thin, striving to meet the diverse needs of their stakeholders while grappling with limited resources. Sound familiar? Herein lies the potential of AI to make a tangible impact. By infusing AI functionalities into Salesforce Experience Cloud, nonprofits can optimize their customer service strategies, all while minimizing the strain on their workforce. Managing an expanding workload while maintaining exceptional service standards poses a challenge for many nonprofits. Salesforce’s 5th Edition Nonprofit Trends Report revealed that a significant portion of nonprofits, roughly 20%, harbor reservations about integrating artificial intelligence (AI) into their operations, citing ...
4 Reasons to Expand Your Nonprofit’s Donation Options
The fundraising landscape is always evolving with new technologies, best practices, and trends. To stay ahead of the curve, it’s vital that your organization keeps up with and remains open to new fundraising possibilities. In this article, we’ll explore one easy way you can do so: expanding your donation options. From cryptocurrencies to donor-advised funds (DAFs) to in-kind gifts, there are plenty of other ways to give to nonprofits besides donating cash. However, organizations must intentionally accept and promote different types of donations to benefit from these methods. Let’s explore four compelling reasons you should expand the options on your giving page ...
