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Redpath

Category: Salesforce

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 Higher Education

Dreamforce is coming…Dreamforce is coming! If you haven’t had a chance to look into the offerings specific to Education cloud, Salesforce and Redpath have got you covered. Salesforce+ is offering live streams and recorded sessions from Dreamforce 2024. Sign up for Dreamforce on Salesforce+ to get free access to Education specific and other Salesforce content. Now you're ready to register for the Education  cloud sessions that are live streamed and see the recorded sessions as they become available. Here’s a list of some Education sessions you may want to attend! Education Cloud at Dreamforce 2024 - Live Stream! ...

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 ...

Sustainability in Action: How to Enact Eco-Friendly Practices when attending Industry Events

In the Salesforce ecosystem, there’s no shortage of opportunities to connect, learn, and grow. From Dreamforce to World Tours and countless regional meetups, Salesforce events are a cornerstone of the community, bringing together professionals from across industries to share knowledge, network, and discover the latest innovations. As active participants in this vibrant environment, we at Redpath recognize the importance of attending these events in a way that reflects our commitment to sustainability. Here’s a look into how we promote eco-friendly practices while attending industry events: 01. Minimizing Waste With the numerous events we attend throughout the year, ...

Designing an Innovative Approach to Donor Retention: A Guide

There’s a lot that goes into acquiring a donor for your nonprofit. You have to research your target audience, raise awareness about your mission, engage prospective donors, and then ask them to give when the time is right.   Along the way, you’ll lay the foundation for a lasting relationship that can benefit your organization for years to come—if you have the right donor retention approach on your side to strengthen and maintain that relationship.  In this guide, we’ll walk through some strategies you can use to design an innovative approach to donor retention: Prioritize donor appreciation. Demonstrate individual impact. ...

Tech for Higher Education: 6 Types of Software to Consider

Technology has changed how higher education institutions fundraise, connect with alumni, and manage supporter data. With technical advances, your university can better identify major giving prospects, manage events, and improve your donation process.  However, there is also a wide range of platforms to choose from, and it may not be immediately clear what types of software your university needs. For example, does your Corporate and Foundation Relations office need prospect research or grant management software? Are your CRM’s built-in volunteer management features good enough or should you upgrade? To help you answer questions like these, we’ll explore six types ...

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 ...

Our 3 Takeaways from Salesforce Education Summit

Educators are abuzz with excitement Nearly 2000 trailblazers from educational institutions throughout the world traveled to sunny San Diego to immerse themselves in the latest innovation from Salesforce, peer institutions, and the broader ecosystem. Having worked in Higher Education for nearly ten years, I’ve always appreciated the passion that higher education professionals bring on a daily for serving their students, constituents, and driving scholarship and innovation forward One of my absolute favorite things about the education industry is the willingness of industry professionals and institutions to share best practices and offer true collaboration with one another. Although some ...