Achieve Success Now with Salesforce for Nonprofits and the Salesforce donations platform:

  1. Adapt to New Digital Expectations:
    • Respond to changing donor behavior by meeting them in the digital spaces where they spend time.
    • Acknowledge the shift in expectations for seamless online experiences, especially in donation processes.
  2. Navigate Privacy Practice Changes:
    • Address evolving privacy practices driven by technology platforms, regulations, and consumer preferences.
    • Focus on collecting first-party data to engage with audiences effectively and responsibly.
  3. Tackle the Trust Crisis:
    • Acknowledge the global trust crisis, emphasizing the need for nonprofits to build and maintain credibility.
    • Leverage the inherent trust placed in nonprofits to become a reliable source for positive change.
  4. Address Declining Donor Numbers:
    • Recognize the trend of decreasing donor households and its impact on sustainability.
    • Prioritize donor retention, which is perceived as increasingly challenging, especially amid economic uncertainties.

“The ability to use Salesforce to gain a full view and understanding of the multiple ways that people come to us – that is what ultimately spoke to how we wanted to achieve our mission”

Jeffrey Klein, COO

How Nonprofits Harness Salesforce for Fundraising:

  1. Major Giving Relationship Management:
    • Streamline Major Gift officers’ tasks with Fundraising Portfolio Management.
    • Utilize Individual Donor Profiles for a comprehensive view of donor history and cultivation plans.
  2. Enhance Individual Giving and Performance Tracking:
    • Build reusable segments and use Source Codes for tracking appeal performance.
    • Ensure operational efficiency with Gift Entry and management of commitments, designations, soft credits, tributes, etc.
  3. Streamline Grant Processes:
    • Simplify the grant-seeking process from prospecting to reporting.
    • Use Salesforce to manage the entire grant lifecycle efficiently.

Success Story: Atlanta Mission’s Digital Fundraising Transformation:

Atlanta Mission, with over 80 years of experience in homelessness eradication, transformed its fundraising strategy:

  • Transitioned from costly and ineffective direct mail campaigns to a digital approach.
  • Adopted a personalized approach, segmenting major donors and assigning gift officers for cultivation.
  • Achieved double-digit growth in major donor fundraising through tailored outreach.
  • Conducted surveys, polls, and focus groups to create unique donor personas and communication strategies.
  • Implemented Salesforce NPSP and Pardot to streamline data, automate campaigns, and enhance engagement.
  • Addressed data hygiene issues, eliminating duplicates and inaccurate mailing addresses for improved accuracy.

Embracing Salesforce for Nonprofits empowers organizations to navigate challenges, engage donors effectively, and drive impactful fundraising initiatives.

The result has been savings of nearly $10,000 annually.

“The tech stack that we’ve implemented through Salesforce has enabled us to know our donors better and to respond relationally to their concerns, needs, and interests. As a result, since the implementation of our new systems, we’ve seen revenue growth in our digital channels of 26% year over year.”

James Barrell and Bonnie Beauchamp, Atlanta Mission team members
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