Did you know that 53% of donors stop giving because they feel unappreciated? This report from the Fundraising Effectiveness Project shows how critical it is to build strong, meaningful relationships with donors. For nonprofits, managing these relationships, along with donations, campaigns, and programs, can be overwhelming. That’s where Salesforce’s Nonprofit Success Pack (NPSP) comes in. Let’s explore how these features make a difference.
1. Campaign Management Drives Fundraising Success
Planning a fundraiser? Campaign Management tracks everything from email opens to donation amounts. Nonprofits can segment their audience, ensuring that donors receive relevant messages. For example, longtime donors might get an exclusive update on organizational achievements, while new contributors get an introduction to ongoing programs.
2. Donation Management Ensures That Every Gift Counts
Managing donations is the backbone of any nonprofit. NPSP lets organizations track one-time gifts, recurring donations, and even in-kind contributions. Let’s say someone volunteers with in-kind donations instead of money. NPSP ensures these contributions are accounted for and reflected in reports. This feature also supports grant management, streamlining the process from application to funding.
3. Engagement Plans are for Automating Personal Touch
Keeping donors engaged takes more than a thank-you email. Engagement Plans create step-by-step processes for staying connected. For instance, after a new donor contributes, the system might trigger a thank-you email, followed by a welcome kit, and later an invitation to a fundraising event. Automation ensures no step is missed, while the human touch remains intact.
4. Data Import Simplifies Migration
For many nonprofits, switching to NPSP means bringing years of legacy data into Salesforce. The Data Import tool makes this process straightforward. Whether it’s a spreadsheet of past donations or contact information, the tool ensures seamless integration, so no history is lost.
5. Customizable Rollups Summarize Big Data
Nonprofits often deal with mountains of data, donations, volunteer hours, and campaign metrics. Customizable Rollups automatically calculate totals, such as a donor’s lifetime giving or a household’s annual contribution. This saves time and makes it easier to identify top donors or track fundraising progress.
6. Levels Management Helps in Rewarding Loyalty
Loyalty programs aren’t just for airlines. NPSP’s Levels Management helps nonprofits categorize donors based on their contributions. For example, a “Gold Donor” tier could include people who’ve donated over $10,000. By recognizing these levels, nonprofits can tailor outreach, offering special perks to high-value supporters.
7. Address Management Keeps Everything Accurate
Ever mailed something to an outdated address? NPSP’s Address Management keeps records clean and updated. When one household member updates their address, the system ensures that the entire household record is synchronized, reducing errors and wasted effort.
8. Household Account Model Helps in Building Stronger Relationships
At its core, NPSP organizes relationships seamlessly. Instead of treating every individual as a standalone record, the Household Account Model groups people into households. Imagine a donor’s family, each member might contribute differently, but all are connected. With NPSP, nonprofits can track family relationships, making donor communication more personalized. For instance, a nonprofit can send holiday cards to households rather than just individuals, improving engagement rates.
9. Reports and Dashboards Provide Insights at a Glance
NPSP comes with pre-built reports and dashboards to measure success. Whether it’s tracking campaign performance or donor retention rates, these tools provide actionable insights. With customizable options, nonprofits can drill down into specific metrics, like the impact of a recent outreach campaign.
