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Webinar - old

One small step for fundraising, one giant leap for nonprofits

Being a nonprofit fundraiser in 2014 is not unlike being an astronaut - the sky’s the limit for how much you can raise with the proper technology. Every day it seems like there is a new app that promises to help you turn supporters into donors, faster than ever. It is truly a new frontier for nonprofits and with a little education on the latest best practices and tools, you can make tremendous progress toward your fundraising goals this year.

Together with several of our most trusted partners, we have designed a free webinar series featuring leading Salesforce fundraising app solutions. In this series you will learn:

  • Features and benefits of several leading fundraising solutions
  • What sort of organization is best suited for each solution (including examples of orgs that have successfully applied these tools)
  • Best practices in all aspects of the fundraising process, including online donations, peer-to-peer fundraising, event management, and mass email
  • How to measure the success of your fundraising campaign

This series will feature the following guest presenters and will occur each date from 10-11 AM PST:

 

March 5: Online Donations with iATS Brickwork           watch recording here

March 19: Mass Email with Soapbox Mailer                  watch recording here

April 2: Peer-to-Peer Fundraising with StayClassy      REGISTER
April 16: Event Management with Click & Pledge        REGISTER
April 30: Soliciting Major Donors with WealthEngine  REGISTER

 

 

Salesforce Basics for the Accidental Admin

Idealist Consulting is proud to present a training for "accidental admins" on the Salesforce platform, covering native functionality of the Nonprofit Starter Pack. This 2-day training is offered for $85 per attendee. Read reviews of previous trainings on the AppExchange here.

This training is designed for nonprofit admins/board members/volunteers with minimal Salesforce experience. You have a feeling that there is much more you can do to leverage Salesforce at your org but don’t know where to start. In this series, you’ll learn:

  • How to navigate native functionality of the Salesforce Nonprofit Starter Pack
  • List views, Data entry and Activity Management
  • How to use Email Templates
  • How to use Campaigns
  • How to build Reports and use Dashboards

There will also be Q&A connected with this event and recordings will be sent to all registrants.

2014 dates: January 22-23, February 26-27, April 23-24, July 23-24, October 22-23.

 REGISTER