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Lunch and Learn at Brandywine: Donor Portfolios and Moves Management

Nov 14, 9:00 – 10:00 PM (UTC)

Salesforce Nonprofit User Group, Bellingham, United States

Join us for lunch in-person at Brandywine Kitchen - network, win prizes, and share and learn something new about using Salesforce for your nonprofit. In November we'll talk about donor portfolios and moves management - how you might track donor research, major donor prospects & stages, and the use of engagement plans, portfolio lists, etc.

About this event

Join us for lunch & learn at Brandywine Kitchen where we'll get to know other Salesforce using nonprofits in our community, learn a bit about mastering the use of Salesforce, and win prizes! In November we'll talk about donor portfolios and moves management - how you might track donor research, major donor prospects & stages, and the use of engagement plans, portfolio lists, etc.

*As a reminder: To maintain a safe space for nonprofit folks to share openly, our meetings are generally not recorded. So don't miss it - join us in person in downtown Bellingham!

When

When

Thursday, November 14, 2024
9:00 PM – 10:00 PM (UTC)

Group Leaders

  • Paula Berg

    Percolator Consulting

    Leader

  • Rose Marcotte

    The Great Plains Institute

    Community Group Leader

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