Judi Sohn

MARCH 11, 2013

It was a big step to adopt a new donor/constituent management system and through no fault of their own, they have to change again. A recurring gift (typically generated by an online individual donor) was a repeating gift with no end date. Almost without exception, they’re scared and they’re cautious. And they should be.

Life 215

Life Pledge Gift Nonprofit 215

Judi Sohn

FEBRUARY 7, 2009

Our database is set up based on the old nonprofit best practice of putting individual constituents/donors in a bucket “Individual&# account. We’ve been using Salesforce as our primary everything database since mid 2006. Contacts are linked to donations solely through contact roles.

Convio 100

Convio License Contact Model 100

Judi Sohn

SEPTEMBER 5, 2011

So that means in-Salesforce collaboration with Board members, or key volunteers, or your organization’s largest donors. At a nonprofit, do we really care that the development staff member who batch entered those donations so they’re now the “owner&# of the account is connected on Facebook to the donor? Probably not.

Model 238

Model Data Classes Nonprofit 238

Judi Sohn

MARCH 12, 2011

By keeping what works and refining what doesn’t, Brandraising enables nonprofits to raise more money, reach a wider program audience, and maintain closer contact with donors, legislators, the media, and their communities using limited resources. Sounded perfect.

Cancer 226

Cancer Phase Research Change 226

Judi Sohn

APRIL 8, 2013

But did you know that you can use Conga to generate a fully formatted Word file of your monthly donors, let’s say for your newsletter or annual report? Every month in our Shofar newsletter, we publish a list of our donors, separated by the Fund they donated to. I maintain the Salesforce database for my synagogue.

Life 159

Life Mail Newsletter Files 159

Judi Sohn

MARCH 12, 2011

By keeping what works and refining what doesn’t, Brandraising enables nonprofits to raise more money, reach a wider program audience, and maintain closer contact with donors, legislators, the media, and their communities using limited resources. Sounded perfect.

Cancer 100

Cancer Phase Research Change 100

Judi Sohn

APRIL 6, 2015

In the nonprofit world, gifts often have Solicitors – other contacts who get soft credit (Opportunity Contact Role) records on gifts (Opportunities) from other donors. Use Case 1: Automatically create an Opportunity Contact Role record based on a lookup field on the Opportunity.

Contact 100

Contact Roles Process Activities 100

Judi Sohn

SEPTEMBER 25, 2010

Each segment you build can be assigned a priority, so in the end you're not sending the same letter to John Smith because he's a Board Member but then another to him in the same appeal because he's a donor. His status as a Board Member may mean he gets that letter, even if he qualifies for the other one. The possibilities are endless.

Convio 100

Convio Pledge Contact Gift 100