So recent circumstances have forced you to switch or expand your fundraising campaigns or activities online? 

What fundraising methods are available to your charity that will capitalise on your existing supporters and allow you to generate income quickly? 

Whilst it’s easy to adopt tools like donation websites and platforms dedicated to crowdfunding campaigns as a one off, have you given thought how you can reach out to new supporters or donors further? What to do with the information they provide and how to develop ongoing relationships and nurture repeat donations or gifts. Moreover, online fundraising sites are great for collecting payments and subscriptions but unless you understand who your audience is and how to engage them the chances of increasing your income sources longer term are very slim. 

Now more then ever, when charities face dwindling income streams from traditional sources such as grants or statutory funds, there is also potential to tap into new avenues and capitalise on the philanthropic demand from wider society. Here are our 3 main fundraising methods you can switch to instantly and the free solutions that will stand your charity in good stead in both the short and long term

Start a ‘Friends of’ or Membership Scheme: Using branded, user friendly online registrations forms that are hosted on your website and can seamlessly collect information and take payment at a touch of a button. With Salesforce NPSP automation features you charity can a) convert your new supporters into members on your database and then b) issue automated payment notification for membership fees. Putting online subscription and membership forms online makes it so they can be accessed from any device to streamline the process. Save time and money on both staff and resources with mobile-friendly online forms.

Memberships empower your nonprofit to increase recurring contributions in the form of monthly or annual dues, so using Salesforce NPSP and added value tools such as Findock and integrated E-marketing solutions you can capture payments online, create and send customised emails, invitations to newsletters, updates, video stories to your supporters based on demographic criteria i.e location or membership package or on the level of commitment they prefer. 

Send Virtual Video Appeals by email or on Social: Showcasing your cause or appeal via video is a much stronger way of communicating your message. Using Salesforce and a tool called Native Video you can create, upload and capture videos and email them out or showcase on social and then capture donations off the back of the video. You can capture and track engagement levels using tailored analytics and reporting features. 

Run a Crowdfunder aka PeertoPeer Campaign: Reach out to your passionate supporters, champions or ambassadors with an appeal or call to action for a specific campaign or cause or service to raise funds you’re behalf. Using free tools such as RallyBound which integrate with Salesforce NPSP you can empower them to enable donations to be collected on your behalf. For example, individuals are equipped to be able to set up webpages, integrate with their social media accounts and set up donation collection processes that all link back to your charity’s central campaign in data compliant and secure way. Moreover, when a supporter registers to fundraise, a Salesforce Contact record will be created and that Contact can be assigned to a Salesforce Campaign, based on your settings, allowing you to manage, track and communicate with your supporters. Salesforce Communities can also be leveraged to create an online community for members to update their information, or upload events or opportunities, discuss and collaborate using Chatter, access resources or see a directory of members.


Let’s get your charity creating an online fundraising strategy today. 

We are running a series of three ‘How to get off the ground’  1 day virtual courses for free that will help empower charities to transition to operating digitally using Salesforce CRM. 

Sign up now for our free training on the Fundraising Solution provided by Salesforce Non Profit Success Pack

Salesforce offers 10 free user licenses for non-profits to get you up and running for free so why not take advantage of our special virtual courses to empower you to make a difference instantly?

Wednesday 1st April (10am-4pm, UK time) 
Make your Online Fundraising Campaigns a success with Salesforce NPSP for Charities

Join us to find out how Salesforce Non Profit Success Pack provides an out-of-the box solution for fundraising management for your non-profit, alonnside the added value features of online payments and gift aid. 

If you have multiple people managing fundraising activity for your organisation, the solution provides a one stop solution to manage stakeholders, correspondence, calendars, opportunities, campaigns and performance real-time and fosters collaboration and analytics.

Check out relevant case studies

[button text=”Save your seat” expand=”0″ link=”″]

Thursday 2nd April (10am-4pm, UK time) 
How to get your Volunteer Programmes of the ground: Volunteer Management using Salesforce V4S

Join us to learn  how Volunteers for Salesforce (V4S) provides an out-of-the box solution for managing volunteers for your non-profit. 

If you need to manage volunteer applications and then assign them to shifts, send them notifications and track deliverables, or create provision for self-support; enabling volunteers to sign up for sessions themselves, engage in a group conversation and peer support then this solution could be right for you.  

Check out relevant case studies

[button text=”Save your seat” link=”″]

Friday 3rd April (10am-4pm, UK time) 
How to get your Helpline off the Ground using Salesforce Service Cloud

Join us to learn how Service Cloud provides an out-of-the box solution. We will be covering; 

How Service Cloud can underpin and power the delivery and running of your helpline including creating, logging and tracking cases/calls, how to integrate online enquiries or support tickets and assign cases to team members, how to automate the case management process including how to route and escalate cases, or sending automated responses. Explore how to deploy automation to capture new enquiries and cases through web, email and mobile integration.

Check out relevant case studies

[button text=”Save your seat” link=”″]

Of course if you require detailed or ongoing support to help with your Salesforce Implementation we do offer a comprehensive package with prices starting at only £200 (plus VAT) per month. We also operate our Charity Discount Package Scheme. 


Want more insights like this?

Sign up here to our weekly news bulletin to get information, advice and inspiration to get the most out of your CRM solution.

Sign up to our Weekly News Bulletin

Sign up to our weekly news bulletin to hear about webinars, case studies, benefit from expert advice and top tips to improve your organisation with digital Salesforce solutions.