One space remaining!  Next Fundraising Workshop will be on April 25th.

http://fundraising-salesforce-25apr2011.eventbrite.co.uk/

Salesforce for Fundraising Workshop

Third Sector IT recognises the importance of having a flexible fundraising strategy that is deeply integrated with your organisation's mission and also with the preferences and activities of your donors (members or customers).

Non-profits have entered significantly tougher times in terms of the funding landscape, we are required to increase avenues of income as well as maximising the value of each pound spent. We also have to start engaging with existing and new donors on their terms and on new social platforms. Cultivation (pre-gift stewardship) of donors and/or members now starts via social media for many organisations.

Using Salesforce as a solid basis for the management and reporting of data, this event will enable you to start creating a flexible fundraising strategy that integrates all activities via your Salesforce CRM.

This event will cover the following key elements of a sucessful fundraising Strategy as it relates to Salesforce

• the core areas of Salesforce critical to effective fundraising
• customising the Recurring Donations, Affiliations and Relationship objects that come with the Non-Profit Start Pack
• the management of the different types of donors i.e. Trusts and Foundations, Major Donors, Individual Giving and Recurring Donations
• online fundraising
• how to ensure consistent and effective practices
• how to leverage technology (app exchange or customisation of Salesforce)
• the fundamental difference between twitter, Facebook and Youtube for fundraisisng
• how to include the entire organisation in fundraising whilst maintaining organisation structures and security
• the importance of having a flexible fundraising and social media strategy
• how to increase public awareness of your case for support
• best practices for campaigns
  
• what organisations should be doing with mass email tools
• event management
• collaboration with potential donors and partners

Who should attend?

Fundraising Managers and Officers, Marketing Managers and Officers, Salesforce Admins that need to customise their system on behalf of a fundraising department and anyone in a non profit setting that would need to understand how Salesforce may fit in to a fundraising and Marketing strategy.

Whilst a high level of technical ability is not required, this event would be most beneficial for those already familar with Salesforce in a non-profit setting.

What should I bring?

Nothing is required, and you will not be logging into Salesforce for this. Feel free to bring a notepad and pen or your laptop/tablet to take notes.

Prerequisites

A detailed questionnaire will be emailed out to all attendees before the workshop to ensure that we have some knowledge of your organisation and current practices, where you are with Salesforce and your fundraisisng strategy.

Details

Where: CAN Mezzanine, 32 - 36 Loman Street, SE1 0EH 

Length: 3 hours

Cost: £60, excluding VAT. £72 inclusive of VAT. No discount is available, as this event has already been discounted for non-profit attendees.

How to book: Credit Card