Click the NPSP Settings tab or find and select it using the App Launcher (). Click Recurring Donations then Status Automation. Click Edit. Enter values for Number of Days for Lapsed, Lapsed Status Value, Number of Days for Closed, and Closed Status Value.
Full Answer
What data should I include in my donor profiles in Salesforce?
There are a few key data points that should be accounted for within your donor profiles in Salesforce. Think of them as the essentials or cornerstones for your data strategy: Previous donations, including dates, amounts, and any other details
What can Salesforce do for your donations?
For example, Salesforce can track how your donors engage with those thank-you emails, determining how effectively you might use them to promote surveys, matching gift requests, and more post-donation actions.
What are the details on a recurring donation record?
The Details page on a Recurring Donation record gives you the big picture of donor information and the payment schedule. NPSP supports open-ended and fixed-length recurring donations. When a user creates a recurring donation, they determine the type by setting the Recurring Type field.
What is a lapsed donor?
The definition of a lapsed donor differs some among organizations, most tend to define it as a previous donor who hasn’t given to your organization in the last 12 months. If you’re a fundraiser or nonprofit development professional, you’ve also probably heard the terms “donor retention” or “donor attrition”.
What are user defined rollups in NPSP?
User Defined Rollups in the NPSP allow you to calculate average, total, maximum, or minimum values from date, currency, or number fields on Opportunity records, and save these values to fields on an associated Contact, Account, or Household. These User Defined Rollups mimic the behavior of standard rollups in the NPSP that calculate values such as First Gift Date, Last Gift Date, and Total Gifts. They include only Closed Won Opportunities and exclude any Opportunity Record Types or Opportunity Types which are excluded in NPSP Settings > Donor Statistics > Opportunity Rollup Record Types. User Defined Rollups do not, however, allow for any filtering of Opportunity records so all Opportunities associated with a given Contact, Account, or Household that have populated values on the field in question are included, regardless of Record Type.
Do user defined rollups allow for filtering?
User Defined Rollups do not , however, allow for any filtering of Opportunity records so all Opportunities associated with a given Contact, Account, or Household that have populated values on the field in question are included, regardless of Record Type.
What is recurring donation in NPSP?
Recurring donations in NPSP help you efficiently track gifts that donors give in regular intervals. The Details page on a Recurring Donation record gives you the big picture of donor information and the payment schedule.
How to update a rollup in NPSP?
Go to NPSP Settings and, under Bulk Data Processing > Recurring Donations > Recurring Donations Batch, click Run Batch. Or, you can update the rollups on a single record by clicking Recalculate Rollups on the Recurring Donation record. That’s it!
What is NPSP button?
NPSP overrides the standard New and Edit buttons for recurring donations with a custom entry form. This makes it easier for users to choose the correct field values depending on whether they are entering an Open-Ended or Fixed recurring donation.
What is Gorav's field mapping?
Gorav’s is called “Accounting Code”. In the Opportunity Field list box, select the corresponding field on the Opportunity object. Gorav’s is called “Accounting Code”. Click Create Custom Field Mapping. The new field mapping now appears in the mapped fields list.
Does NPSP have installment opportunities?
NPSP doesn’t create any new installment Opportunities. When users pause or close a recurring donation, they are asked to provide a reason. NPSP includes the most common reasons, and you can add additional picklist values to the Recurring Donation Status Reason field in Setup.
Why don't donors donate again?
According to the 2018 Global Trends in Giving Report, 43% of donors don’t donate again because they don’t have the financial resources. This is where constant communication with your donors can help you. If they say that they cannot continue with the current plan, you should give them other options.
Why is it important to send a text before a donor?
Sending text or emails before you make a call is important because you don’t want to call them out of the blue.
What to do if you cannot continue with your current plan?
If they say that they cannot continue with the current plan, you should give them other options. Tell them they can donate a smaller amount, introduce them to your monthly giving program, or give them the option of volunteering. 45% of worldwide donors are enrolled in a monthly giving program.
Can two donors be the same?
No two donors are the same; therefore, the mode and type of communication will also change. Some give one gift per year; others prefer monthly giving, you can communicate with them using these parameters, and convince them to donate again. Some prefer electronic communication, while others prefer direct mails, etc.
Will lapsed donors give again?
While not all of the lapsed donors will give again, making the effort, by identifying and targeting them with meaningful conversations, will be enough to make an impact on your donor retention rate.
Objective
Create Levels on the Contact to track and cultivate sustaining donors in the Salesforce Nonprofit Success Pack
Desired Outcomes
Prioritize sustaining donor engagement by displaying a recurring donor status field on the Contact object
The End Result
To help guide our process, these are the fields we want to have on the Contact and the Levels we want to have created at the conclusion of our process:
Step One: Create Recurring Status Value and Recurring Donor Status custom fields on the Contact object
A common use case for Levels in the Nonprofit Success Pack, as represented in Salesforce's documentation, is for tracking total giving. Each Level represents an increasingly larger range of donation amounts with the Total Gifts Contact field defining into which range a donor falls.
Step Two: Create Levels in the Levels object
With the source and target fields created on the Contact, we can create our Levels. To do so, click the Levels tab in the NPSP and then the New button. Create the three Levels listed in the chart, using each value specified. The Previous Level Field will remain blank since the current Level captures historic status already.
Step Three: Running Batch Rollups
If you'd like to see these Levels calculated immediately without waiting for the nightly batch process, you can go to the NPSP Settings tab, click on Bulk Data Processes, and run the Rollup Donations Batch. Once that is done, run the Level Assignment Batch.
Next Steps
In an upcoming blog post, we'll tackle the creation of Engagement Plans and automated workflows to manage our donor cultivation process. We also shared key strategy discussions in our recorded webinar Convert One-Time Donors to Sustaining Supporters: Strategy, Tactics, and the Salesforce Nonprofit Success Pack on Thursday, March 16th at 3 pm ET.
Why invest in Salesforce?
Investing in and developing a strong Salesforce instance can fuel serious growth because it allows nonprofits to start truly leveraging their data in ways that many have simply never been able to before. However, many nonprofits aren’t particularly tech-savvy, so the learning curve can be fairly steep for some.
Why do organizations need donor data?
Strategically, donor data allows nonprofits to drill down into the performance of their marketing and fundraising campaigns.
Is Salesforce good for nonprofits?
Thankfully, Salesforce has become an increasingly popular solution for nonprofits, ...
How to Define a Major Gift
Before jumping into the “how,” let’s define a major gift. According to nonprofit consultant Amy Eisenstein, “Major gifts constitute the largest donations a nonprofit receives. [However,] the exact dollar amount that’s considered a major gift varies from organization to organization.” This means the “right” major gift is all about context.
Use Wealth Screening to Uncover Your Hidden Gems
If you read iWave’s blog series on wealth screening, this strategy will sound familiar. A fundamental part of uncovering ‘your’ major gift prospects is screening your donor CRM.
Build Prospect Lists to Identify Major Gift Prospects Outside Your Database
Even if you have hundreds, thousands, or hundreds of thousands of “prospects” in your Salesforce CRM, like Nonprofit Cloud, development teams still often feel like they have exhausted the major gift potential within.
How Do You Get Started?
In prospect research platforms like iWave, you can build prospect lists using many types of data. But the process starts with determining a “theme” for each list.
Research Your Current Donors
People don’t contribute major gifts in a vacuum. They give to make a positive difference.
Time to Get Started!
Major gifts are an important part of any strong fundraising strategy. Finding those major donors doesn’t have to be an overwhelming and daunting task. Following a few strategies and adjusting your focus will have those major gift donors knocking down the doors of your nonprofit to hand over their money (we hope!).
Donation Level Anonymity
Some donors just wish to have the occasional gift be anonymous for recognition purposes. In this instance, I recommend creating a custom checkbox field on the Opportunity object and checking that box for those gifts the donor has requested be anonymous.
Donor Level Anonymity
If the donor wishes to always be anonymous there are several ways you can structure that in Salesforce depending on the level of anonymity that is needed.
Invisible Donors
In the circumstance that the anonymous donor should not be visible to all users, things get a little more complicated. With profiles and field level security, you could prevent most users from being able to see a certain field.
What is a LYBUNT Report?
LYBUNT is an acronym for Last Year gave But Unfortunately Not This. LYBUNT reports are used by nonprofits to find lapsed donors. Lapsed Donors are donors who gave within a specific time period but not in the following time period.
What is a SYBUNT Report?
Similarly, you may want to run a campaign that casts a wider net. This is where you would want to use a SYBUNT report.
Why are LYBUNT and SYBUNT Reports Important?
LYBUNT and SYBUNT reports are important to nonprofits because they allow you to look for low-hanging fruit. Nonprofit organizations have an average retention rate of 43.6%. In order to meet or exceed this retention rate, it is important to nurture the donors you have.
How to use LYBUNT Reports to Run Lapsed Donor Campaigns
The first step in a re-engagement campaign is to look at your data and try to figure out the reason for the lapsed donation. It is important to think critically when you look at your lapsed donor data.
Summary
LYBUNT and SYBUNT reports allow you to see donors who gave in one time period, but not another. You should use LYBUNT and SYBUNT reports to run lapsed donor campaigns. Lapsed donor campaigns are highly effective because people who gave to your organization have previously been engaged and are likely to give again.
Learning Objectives
Introduction to Recurring Donations
Map Recurring Donation Fields to Custom Opportunity Fields
Add Custom Fields to The Recurring Donation Entry Form
Add A Recurring Donation Status Reason
- There are three statuses for recurring donations: Active, Lapsed, and Closed. NPSP also provides a way to pause recurring donation installments using the Pause button in the record's quick actions. 1. Active: The donor is actively donating. NPSP creates installment Opportunities as defined by the recurring donation schedule. 2. Lapsed:The donor isn...
Automate Donation Status Changes
Recurring Donations Batch
Resources