Archive for June 2018
Salesforce Summer Release 2018: What your organization should look for
We’re excited that the Salesforce Summer Release 2018 is now live! Schools and nonprofits using the Salesforce.org platform will notice several new features, updates, and upgrades. You can read the full release notes from Salesforce here. What should you keep an eye out for? Read on to learn about some of the most notable updates…
Read MoreThree strategies for donor development on-the-go
Today’s professionals are tasked with being productive wherever they are, and donor development teams are no different. Gift officers like you are often on the move, meeting with supporters and prospects. Often, you may line up a series of meetings for a day out of the office. Or, a new meeting or important phone call…
Read MoreHow to handle changing pledge allocations from major donors
Major donors will often have an area they want to impact when they pledge to your organization. Internally, this is managed through gift allocations. Usually, when a donor sets up their pledge, they will also tell you where they want the upcoming payments to be allocated. For example, alumni from your school’s music department may…
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