Fundraising EssentialsThis package ensures your team is ready to conduct day-to-day fundraising operations in AFNP or AFE. The focus here is on core functionality and ensuring your team can use Salesforce’s world-class fundraising tool effectively and consistently.
Standard Components:
Setup of essential fundraising components, including page layouts and easy-to-follow workflows.
Addition of donor history fields, including hard credits, soft credits, and total giving impact for the current and last two fiscal years.
A fundraising-specific app with a robust dashboard to highlight year-over-year and year-to-date giving.
Tipping Point customized fields created for fundraisers, by fundraisers, including an automated donor checkbox and an easy way to track donor-advised funds and charitable aggregators (Facebook, Benevity, etc.).
Automated tracking for lapsed donors, first-time gifts, and renewal gifts.
Customizable Components:
Tipping Point will consult on your strategy for hard and soft credits and tracking of funds and campaigns. We’ll add up to two custom donor roles and one fiscal year’s worth of campaigns and funds, which track why donors give and what they’re giving to.
We’ll add up to three custom fields on the standard gift entry screens, so you can track things like fee-for-service income, special gift tags, or other special details.
For a complete list of included fields and automations, including fields that are part of the standard Salesforce package, click here.