Fundraising in Salesforce Nonprofit Cloud: From First Ask to Acknowledged Gift

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Fundraising in Salesforce Nonprofit Cloud: From First Ask to Acknowledged Gift.

Every gift starts as an ask, becomes a promise, and ends as money received. When those steps live in separate systems, pledges slip and monthly donors lapse unnoticed. Join Jeremiah Kincaid, VP of Salesforce Consulting, to see how Salesforce Nonprofit Cloud brings every ask, pledge, and gift into one place.

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During this session, we will cover key elements of Fundraising, including:

  • Major gift pipeline and pledges

  • Recurring gifts and missed payment alerts

  • Batch gift entry

  • Donor giving history and lapsed donors

  • Fundraising dashboards and free accelerators

Whether you're on NPSP, another donor database, or spreadsheets today, you'll leave with a clear picture of what's possible and the gaps to plan for before you move.

Presenters

jeremiah kincaid headshot.
Jeremiah Kincaid

Jeremiah is a Certified Salesforce Architect and Consultant. A Purdue University graduate, Jeremiah earned dual bachelor's degrees in Chemistry and Philosophy. His educational background and natural smarts give him the ability to be successful both in the trenches of scripts as well as in collaboration with co-workers and clients. A rarity, indeed.