Blog
Guides and playbooks.
Practical, no-fluff writing on fundraising, donor management, and getting more from your stack.
6 articles
Story-driven fundraising: why the best stories out-raise the best asks
Donors give to a story they can see themselves in, not to another ask. Here is how story-driven fundraising turns first-time givers into lifelong supporters, and how to build it into your giving.
Keeping Salesforce as your source of truth for fundraising
If Salesforce is your system of record, your fundraising tools should write back to it, not around it. Here is what to look for in a two-way sync.
Donation forms your donors actually finish: a conversion guide for nonprofits
Most nonprofit donation forms lose people before the gift goes through. Here is what a high-converting donation form gets right, from mobile to recurring to where the data lands.
Beyond contacts and opportunities: syncing Salesforce custom objects from your donation platform
Your programs, grants, and cohorts live in Salesforce custom objects, but most donation tools only sync contacts and opportunities. Here is why that gap creates manual work, and what a real custom-object sync looks like.
Your mission isn't a template: custom fields and objects on your donation forms
Generic donation forms force your programs into fields that almost fit. Here is how custom fields and no-code custom objects let you capture the data your mission actually runs on, without a developer.
From one-time to monthly: story-driven recurring giving that sticks
Monthly donors are worth far more over time than one-time givers, and they leave less often. Here is how to invite the upgrade with story, make it a one-tap choice, and keep monthly donors for years.