By: Catherine Moore, Digital Transformation Practice Lead at Heller Consulting

Today’s higher education leaders are taking a strategic look at how they interact with supporters. They’re thinking beyond individual online interactions, and creating plans to deepen connections with their constituents and transform their advancement strategies in today’s digital world.

The idea of this type of digital transformation could seem lofty and intimidating. It might sound nice, but maybe it’s something you just don’t think you have the expertise to tackle. The truth is, digital transformation doesn’t happen all at once. By leveraging the power of Education Cloud for marketing and engagement, your advancement team can get started with digital transformation with these four steps.

By leveraging the power of Education Cloud for marketing and engagement, your advancement team can get started with digital transformation with four steps.

1. Rethink How You Thank Your Donors and Volunteers

Take generic thank you … Read more

This Thanksgiving, millions of Americans will once again sit down for a meal with family and friends, most of us feeling especially grateful to be together in person for the first time in many months. While the pandemic still grips the globe, eased travel restrictions and vaccinations allow us to gather together in celebration once more.

We will bow our heads in thanks.

But we need to do more than simply give thanks.

A few years back, I had the opportunity to meet with Barbara Pierce Bush Coyne, who co-founded Global Health Corps. We talked about a lesson she learned from her grandfather, President George H.W. Bush: Each day, think of three things you’re grateful for, and write them down. This is a widespread practice now, of course, as studies show that gratitude can help us sleep better, get more exercise, experience less pain, and benefit from improved overall wellbeing. … Read more

Last week, I had the immense pleasure of hosting a virtual discussion and Q&A with a group of nonprofit CEOs and CIOs to talk about how they’re navigating opportunity and building resilience in this changed world we all find ourselves in. Our guest speaker, Erica Dhawan — a leading authority, author, and advisor on 21st century teamwork, collaboration, and innovation — offered some excellent insights and examples of how leaders can harness this moment to listen, learn, embrace the changes we have seen, and use it to build a better new normal. Our second guest, Cheryl Porro, Chief Technology Officer at Curve Health, addressed the challenge of explaining to donors that investing in technology is essential to achieving nonprofit missions, and why it should be a strategic consideration for all organizations.

In this post, we’ll recap some of the most salient insights and themes that emerged from this lively discussion … Read more

It was seemingly a year and forever ago when we last wrote about nonprofit trends reports. Back then, we were concerned about heady items like constituent-centric experiences, data-driven culture and strategy, technology for change, and use cases for technology. While these things remain interesting, they’ve yielded to fresh, pandemic-related concerns, and to the acceleration of priorities regarding social change and diversity, equity, and inclusion.

These are all big items and have thrown our worlds into imbalance. Our latest 4th edition of the Nonprofit Trends Report reflects a set of organizations struggling with this imbalance while navigating a rapidly-changing future.

Our goal at Salesforce.org in delivering our own nonprofit trends report each year is to better understand: the role nonprofits have in serving their communities, what’s shifting within the nonprofit space, mental health and wellbeing, and how technology supports an organization’s ability to fund and run their missions across departments.

This … Read more

The new e-book Amplify Program Impact: 7 Trailblazer Strategies for Success with Salesforce shares the challenges and solutions facing many organisations looking to deliver best-in-class programs and services and what this means from a technology perspective. It highlights the importance of taking a digital-first approach, knowing that interruption is not an option for the beneficiaries and communities served by nonprofit organisations.

This piece examines seven familiar challenges, shares suggested solutions, and highlights the stories of nonprofits who are using Salesforce to tackle many of these challenges.

With the right technology in place, nonprofits have many opportunities to overcome common roadblocks and deliver best-in-class programs and services.

1. A Complete and Real-Time View

Whatever the size of an organisation, managing information and keeping track of inputs and outputs is crucial to ensure that the programs and services you design reach the users who need them. Salesforce, when used for program management, … Read more