#NFP Fundraising0 discussing

Hi All

Needed some advice on how others are tracking their second gift in Salesforce. We have the rollup field to track first gift but there is no such field for second gift readly available. Second gift insights can be great as this would help us understand the time between donors first and next gift and much more. Wondering how everyone else is tracking this and if there is a way that I haven't thought of.

  #NPSP #NFP Fundraising

Thank you in advance. 

Reeva

Been working for a few months on a FREE guide to implement the new Nonprofit Cloud Fundraising that covers

✔️ Basic Setup

✔️ Donor Profiles and Pages setup

✔️ Events and Milestones

✔️ Relationships

✔️ Campaigns and Outreach Source Codes

✔️ Major Gifts, Commitments and Transactions

✔️ Rollups (Data Processing Engine)

✔️ and so much more

Pick it up for free with coupon: SWIFT

Link: https://swift-cloud-academy.teachable.com/p/nonprofit-cloud-fundraising-implementation-guide

#Nonprofit #Nonprofit Cloud #NonprofitHelp #Nonprofit Success Pack  #Nonprofit User Groups #Nonprofits #Nonprofit Organization #NFP Fundraising    #Non Profit Community #Non-profit Cloud   

Hi Partners!

I’m currently exploring the new Nonprofit Cloud demo and would like to ask for some help. Would anyone be available for a meeting to provide a demonstration of the "Fundraising" functionality? I need to better understand this feature and how to use it effectively.

Any assistance would be greatly appreciated!

Thank you,

Giuliana

#NFP Fundraising #Nonprofit Cloud #Nonprofit #NonprofitHelp

Hi all,

We're rethinking our opportunity stage pipeline for major gifts and large fundraising events for which we create prospects. We would like to more accurately track where someone is in the "sales" process.

Right now we're using the SF default: Prospecting, Pledged, Posted. At the very least, we need one stage between prospecting and pledged to represent that we are in conversation with someone about their giving.

I'm looking for ideas/suggestions for opportunity stages that would more accurately reflect the lifecycle of these donations.

Here are a few resources I found so far:

Thanks, all!

Jodi