Let's take a deep dive into fundraising with the Nonprofit Success Pack in Salesforce. Bring all your fundraising questions to the meeting! We will look at Grant Management, Engagement Plans, Levels, and Donor Advised Funds. We'll be working on Contact roles in Opportunities/Donations and on Ellen Hendrix's way of doing donor advised fund attribution.
We'll start off with our usual Subway lunch-- be sure to let Trish know if you have preferences or dietary needs. We're starting to know one another by now, but every session new folks do show up, so it's always a fun mix of the known and the new!
Fundraising with Salesforce
Don't forget to bring your questions. We'll be looking at fundraising from all angles.
