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Fundraise with Nonprofit Cloud

Salesforce via Trailhead

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Details

Provider

Trailhead
Pricing

Free Online Course
Languages

English
Duration & workload

8-9 hours
Sessions

On-Demand

Found in

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OpenLearning

50% OFF: In-Depth AI & Machine Learning Course

Overview

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Learn how to manage donors and donations with Nonprofit Success Pack and Salesforce.

Learn how to manage donations with Nonprofit Success Pack.
Assign credit for a donation to one or more people who are not the donor.
Move a donor or funder from cultivation through solicitation.
Manage all of your constituent engagement efforts with campaigns.
Engage donors and process payments with integrated fundraising tools.
Translate your CRM data revenue into permanent, transparent accounting data.
Explore how artificial intelligence can boost your organization’s fundraising.

Syllabus

Donation Management Basics with Nonprofit Success Pack

Create and Edit Donations
Create and Edit Payments
Create and Edit Recurring Donations
Create and Edit Donation Allocations
Acknowledge a Donation

Donation Soft Credit Management with Nonprofit Success Pack

Manage Contact Roles and Soft Credits
Create and Manage Soft Credits
Create Matching Gifts
Manage Partial Soft Credits

Moves Management with Nonprofit Success Pack

Identify Target Prospects
Manage Engagement Plans
Manage Donors, Tasks, Events, and Email
Visualize the Solicitation Process with Path, List Views, and Kanban
Collaborate with Chatter

Stakeholder Email Communication with Nonprofit Success Pack

Learn NPSP Email Basics
Send Email to Individuals
Send Email to Groups
Add Advanced Email Tools

Tags

united states

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