Soapbox Engage Blog

Donor retention is a supremely vital metric by which fundraisers determine success. Visualizing progress toward an organization's goal throughout the year with the proper context is critical to understanding your own donor retention. In this recipe, we roll up our sleeves to walk you through - step-by-step - the creation of a custom Report in the Salesforce Nonprofit Success Pack that will chart both that progress and that context.

For a full breakdown of other donor retention Salesforce recipes as well as a presentation of proven donor retention fundraising strategy, watch our webinar, Achieve Dynamite Donor Retention with the Salesforce Nonprofit Success Pack. A more productive 45 minutes focused on fundraising and the Salesforce Nonprofit Success Pack, you will not find.

After cleaning up all of the confetti post-PUB Crawl 100, I decided I needed to go for a marathon run. That was a ridiculous idea. The photo below is from the run. Really. Maybe just celebrating with a bottle of champagne could have been a better idea.

As I'm trying to act like my new limp is just a cool new stride, it seems that the Salesforce community went into overdrive for this week's content. At the same time, I'm gearing up for NPSP Day Boston this Friday, and NPSP Day Washington DC next week, so I'm going to hobble out of your way and deliver one of the biggest PUB Crawl editions ever.

So, sit back, relax, and check out all the goodness from the community!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

Two essential metrics for measuring nonprofit fundraising success are a nonprofit's donor retention rate and donor churn rate. In this step-by-step recipe, we'll share a quick and easy way to calculate these vital statistics in the Salesforce Nonprofit Success Pack. In addition, we'll show you how to compare your current rates to your annual goal. What's more, we'll offer a method for dynamically calculating the number of retained donors needed to reach your annual goal, thereby providing a countdown to success for your development team to monitor.

For more on donor retention, watch our free webinar, Achieve Dynamite Donor Retention with the Salesforce Nonprofit Success Pack. We'll share key strategies for boosting donor retention as well as additional Salesforce Nonprofit Success Pack recipes for informing and motivating success.

With this week’s issue, the PUB Crawl marks 100 straight editions! Whether travel or holiday or rain or sleet or dark of night, for 100 consecutive weeks without fail, the PUB Crawl has delivered its friendly, informative weekly digest of the best of the Power of Us Hub to the inboxes of busy people wanting to stay in the nonprofit Salesforce know.

To honor this century mark, we’ve combed our email archives to deliver the following top 25 posts shared over the course of those 100 weeks. Enjoy the walk down memory lane!

Cue the fireworks, it’s the 100th edition of the PUB Crawl! That's right, for 100 consecutive weeks, Salesforce knowledge has been pouring into the inboxes of nonprofiteers around the globe. Sometimes it arrives as a nightcap read, other times it arrives as you're sipping your first cup of coffee. I'm just keeping you on your toes. Regardless of when it's delivered, the goal is the same: increasing your ability to use Salesforce effectively.

My simple reason for starting the PUB Crawl was to ensure we heard directly from those on the frontline delivering knowledge. I wanted to create a reliable aggregator of insight where I could highlight and celebrate incredible individuals and their contributions to the community.

As we cross this milestone together, I hope you enjoy this week's content and wish for it to inspire you to share your gift of knowledge with others. At Dreamforce, a few of us in the ecosystem will be sharing an initiative that will continue to drive innovation and knowledge sharing within our community through a new distributed model of collaboration. I can't wait to see what we can all build together as a grassroots community in service to each other.

In the meantime, a sincere "gracias" to all of you who have been subscribers of the PUB Crawl, be it since yesterday or 2015. I'll keep rolling the PUB Crawl off the assembly line every Monday so long as you keep creating fantastic content in the Hub. Deal?

Alright, grab a beverage of your choosing and enjoy this week's edition of the PUB Crawl!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

The cues are all around you. Kids are back in school. The Labor Day holiday is here. And the calendar begins its string of months ending in “...ber” as if to subliminally prepare your skin for the shock of seasonal cold ahead.

All of these cues signal that you’re in the backstretch of the fundraising year when the marathon pace picks up and you gather yourself for the final push. You can vaguely see the finish line ahead, Father Time and Baby New Year holding each side of the tape. And the strides in between here and there are the remaining opportunities you have to convince those who donated last year to donate this year.

Excellent donor retention is an essential element of successful fundraising. But how do you keep donors donating?

It's hard to believe that I've been writing these emails for 99 weeks in a row. It's even more incredible to think many of you have been reading these since the beginning. I can only imagine it's because of the incredibly witty and thought provoking photos I use to open the PUB Crawl. Or their silliness. I bet it's the latter.

I mean, take this photo for instance. It encapsulates some of the best of the NPSP community for me in one image. That's Tim Lockie directing me forward via caterpillar at NPSP Day Bozeman, of course. It's a key value of mine in action: taking the work we do for those we serve seriously (leading the community at an NPSP Day), while doing our best not to take ourselves too seriously (everything else about this photo except Tim's slick style, which is awesomely serious).

So, before we bid adieu to summer here on the northern side of the globe, sit back with an iced drink of your choosing (yes, it's too early for pumpkin flavored anything, friends) and think about what keeps you energized and engaged in this community while enjoying this week’s glass of knowledge. Cheers!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

This week's PUB Crawl is slightly delayed due to expected worldwide Internet outage I assumed would happen when the eclipse passed through the US. Thankfully, people around the North America were able to gleefully post kinda dusk looking skies on social media while tending to sore eyes.

Oh, and a group of awesome NPSP community members rocked out in Montana (see below).

This past week of knowledge from the Power of Us Hub might be a little lightweight, but that's probably because folks are gearing up for NPSP Day events across two continents in the next few weeks. So, let's dive in!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

With our continued focus this month on avoiding fundraiser burnout, we were thrilled to chat with Ashima Saigal, Founder of Soapbox Engage Partner Database Sherpa, on how mindfulness and meditation inform her Salesforce work with nonprofits and what insight they can offer fundraisers.

For more on self-care and ensuring long-term success as a fundraiser, watch our free webinar, How to Raise More Money Without Burning Out, with special guest presenter Beth Kanter.

Last week was a blur of activity in our Salesforce non-profit community, with Chicago playing host to the NPSP Community Sprint, Midwest Dreamin', and WITness Success. I even witnessed one of the greatest NPSP Weather Reports ever (and you can see my other NPSP Sprint photos, too)! It's clear that there's strength in the Salesforce community's leadership!

From the success of NPSP Community Sprint, I'm in Bozeman, Montana today, gearing up for the inaugural NPSP Day Bozeman. With the recent string of Amsterdam, London, and New York, the local Bozeman community has put itself on equal footing, with the exception of its stunning mountain views!

So, put on your hiking shoes, grab a cup of your favorite beverage, and join me for the PUB Crawl from big sky country!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

Having the right tools can make all the difference in both the end results of fundraising campaigns as well as the morale of the fundraiser. And the importance of morale shouldn't be underestimated. As we noted in a recent blog post, the average tenure for a fundraiser is just 16 months. Burnout plays a big part in that stat.

The Salesforce Nonprofit Success Pack offers a powerful platform for fundraising out-of-the-box along with an immense ability to further customize that platform to meet your own needs. Over the last several months, we've highlighted a number of ways to do so. As summer nears a close and we look toward the end-of-year giving season, we offer this list of 10 how-to recipes to make your job as a fundraiser easier and your work more effective. Each range in the time required to implement. Some require as few as 15 minutes. Some a little over an hour. Feel free to tackle one or two in your own Salesforce instance to prepare your nonprofit for the end-of-year fundraising sprint.

And, to prepare yourself for that fundraising sprint, watch our free webinar, How to Raise More Money Without Burning Out, with special guest presenter Beth Kanter. We discuss signs of burnout and strategies for self-care and organizational culture that promotes it - along with some other Salesforce-specific suggestions for staying fresh as a fundraiser.

As part of our focus this month on avoiding fundraiser burnout and succeeding long-term, we had the pleasure of chatting with Beth Zimmerman, Founder and Executive Director of Pets for Patriots, on what keeps her fresh and focused on the success of her organization's mission.

For more on ensuring long-term success as a fundraiser, watch our free webinar, How to Raise More Money Without Burning Out, with special guest presenter Beth Kanter.

It's only fitting that while I write this week's PUB Crawl the day before the NPSP Community Sprint here in Chicago, the higher education community just celebrated their inaugural HEDA Sprint. It goes to show you that the open source spark of energy knows no boundaries!

As we gear up for two days of bountiful community contributions, I took a chance to tune out for a bit and watch the clouds pass by as I flew this morning. I thought about our community's history.

It's amazing to think that the NPSP community, which started out of the pot with open source roots, a guy wearing rainbow colored pants, engineers wearing sweatshirts with bicycles on them and flip flops, and contributors essentially blindly walking into Salesforce walls, became the non-profit solution for one of the world's largest tech companies. It speaks volumes to what dedicated individuals, and a supportive community, can achieve when we say, "there's a need, and there's a passion, so let's build it."

If you're in Chicago this week for the sprint, I'm honored to have a chance to work alongside y'all this week. And if you're working hard for the greater good this week in the office, I tip my hat to you. Here's one more glassful of knowledge before we dive in to a busy week. Let's do this, community!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

Nonprofit fundraisers are magical creatures. Through a mixture of science and art, they conjure connections between individuals’ better desires and nonprofit missions to spark change in the world. Magical, I tell ya.

Fundraisers are also a passionate, determined breed. Studies show that fundraisers work an average of five to twelve hours of overtime each week. Again. And again. And again. Those hours get longer as the days get shorter when the holidays approach. And, year after year, the job gets yet more challenging as program beneficiaries’ needs grow and nonprofit budgets increase.

Magical, passionate and determined, though they may be, nonprofit fundraisers are often bright stars that burnout fast. The average tenure for a fundraiser is just 16 months. This fact is not only deeply felt by the individual fundraisers but by the nonprofit sector as a whole. High turnover rates combine with struggles in finding qualified candidates to result in long-term vacancies in development positions. Those empty development desks present serious challenges to nonprofits and their missions.

It's incredible to think that last week, a group of people met together in DC and did something extremely productive. I joined a group of non-profit executives and Salesforce.org employees for Expedition Impact, a fantastic new style of event for Salesforce that was less about Salesforce products and more about providing a forum for non-profit best practices.

I think in that photo above, one of the new NPSP product managers, Shelly Erceg, is saying, "Ryan, I really like where you mind is for the mapping of all taquerias near our community members, but I think it might be slightly out of scope...maybe it's a perfect community software contribution instead?" I feigned happiness, but inside, was devastated.

The upside, of course, is the chance to see my dream come to reality at the upcoming NPSP Community Sprint in Chicago next week! I'll be reporting live-ish from the venue, so follow me on Twitter to keep up-to-date on everything #NPSPsprint related. Including the burrito locator app. Meanwhile, enjoy your weekly pour of Salesforce knowledge!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

When summer hits DC, it's pretty obvious. Just walking down the street in the middle of the day is a task that makes you feel you just stepped out of a steam room. So smart locals with visiting guests do their memorials tour late at night, when the temperature moves from "ridiculously hot and humid" to "still hot and humid". And that's just what I did late last night. Walking through the Martin Luther King Jr memorial, I came across the following engraving.

Reading this, I couldn't help but think about our community. So many here have focused their careers on serving the public to help move the needle of social justice. Today, we have a great opportunities to contribute to our non-profit Salesforce community, be it attending an NPSP Day or training others in your organization to leverage technology to increase impact.

When you run into a Salesforce wall, or come across a challenge that seems a bit insurmountable with Lightning (just saying!), remember that we're all in this together, and we're all doing our part to contribute to a better society. Keep on keeping on!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

Since our last gathering, I've become wiser (aged), learned new grilling techniques (stop peeking and leave the lid closed), and saw a video that pretty much made my Salesforce week (Lightning is getting another makeover...see below). So, I'm calling that a pretty productive week.

For my readers in the US who were on vacation, welcome back to a full work week. Let's get you back into the swing of things with a review of everything you missed while you were out. For all the rest of you, shhh, don't tell those vacationers about the fun Slip 'N Slide and BBQ party we all had in the PUB.

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

#GivingTuesday takes place on November 28th this year and wise nonprofits are already planning strategies to leverage this massive day of giving. For 2017, six key factors are conspiring to make this the perfect year for peer-to-peer fundraising - the act of your supporters asking their own community for donations on your behalf - to be a powerful addition for your nonprofit’s strategy.

Here’s why:

2016 was a high watermark for donations to nonprofits with a massive flood of dollars given in the final weeks of the year. This torrent of generosity was attributed to a number of expected factors: an economy continuing its recovery, the natural spike in donations at the end of the year, and a strong #GivingTuesday response. What was not widely expected was the outcome of the presidential election and the many in the body politic who chose to reach for their wallets to voice their protest of the incoming administration of President Donald Trump.

Any fundraising professional is familiar with the dramatic scale of #GivingTuesday. $177,000,000 raised online from 1,640,000 individual gifts in 2016 alone. All on one day. 24 mere hours. And that one day, branded just five short years ago, is now the de facto start of the end-of-year giving season.