Cultivating donors, especially those rare and wonderful people with the resources and dedication to your cause to be able to support you with major gifts, is an ongoing challenge for smaller nonprofits and those without a big fundraising team. The Nonprofit Success Pack people have recently made some improvements to the product so that you can really focus on the people and foundations you want to reach and set yourself tasks to accomplish your goals. Let's take a look at these fairly new tools, and practice ourselves to set them up. Bring your laptop!
We usually take about 20 minutes at the start of every meeting to have some lunch, chat with our friends and colleagues, meet new folks, talk about our challenges, and generally socialize. For some of our members, this is the best part!
Engagement Plans, Levels and Customizable Rollups
We have touched on Levels (which can be donor levels OR engagement levels, or really anything you want to use to measure your constituents' passion about your cause) and Engagement Plans in previous meetings. Now let's dive right in. We'll get logged in and together set up one Engagement Template that we can take home to tweak and use. We'll set up a Levels structure, as well. Then Trish will demonstrate the newest most exciting feature of the NPSP: Customizable Rollups. One of the most requested features on the NPSP forums, this will give us the ability to see the information we are ACTUALLY looking for, right on the contact or account page. All will be revealed when you show up here!
Q&A
Bring your Q's! We'll either have the answers now or by the end of the day! The user group is here to serve your Salesforce needs FOR FREE! Just come on in and we can all help one another!
