Clean Data and Tools for End of Year Fundraising

As we approach end of year, a critical fundraising period for all nonprofits, it’s important to make sure systems are in place to get the most of the giving season. In this session, we’ll walk through practical ways to set up your fundraising tools, from your data to your giving page and back, to maximize marketing and fundraising impact, as well as strategies to help you connect with your donors. While 2020 has been a challenging year, these principles can set your organization up to make this year one of great impact for your mission.

Contributors:

Sterrin Bird

Ms. Bird joined Salesforce in July 2020 after spending nearly 27 years in the nonprofit sector. Ms. Bird has dedicated her career responding to the extraordinary need she recognized for nonprofit organizations to have access to the affordable and creative experience and counsel necessary to scale their advancement operations in support of their mission. Ms. Bird partners with organizations that desire innovative and breakthrough thinking relative to fundraising, external relations, branding, marketing and communications and where she feels she can effect positive change for effective mission impact.

A nationally recognized leader in the nonprofit community, Ms. Bird has more than 27 years of experience in service to philanthropy, with particular emphasis in capital campaigning and major gifts. In the years before becoming a development officer herself, Ms. Bird was a development consultant at three major international consulting firms. Ms. Bird has conducted more than two-dozen capital campaigns throughout the United States with combined goals in excess of $3.5 billion. Ms. Bird has extensive experience working with CEO's, non-profit executives, development directors, board chairpersons, and volunteer & staff leadership within complicated large organizations. She enjoys an excellent record of exceeding capital goals, is skilled at developing naming opportunities, creating information flows, and gaining access to key decision-makers and benefactors in support of the organizations she serves.

Lori Borg

Lori leads product marketing for Salesforce.org Elevate, Salesforce’s new fundraising suite for nonprofit and educational institutions, which includes Salesforce.org Payment Services and Giving Pages. Lori has an extensive nonprofit background, from serving as executive director, to board member, to volunteer fundraiser. She currently serves on the board of ArtReach, a nonprofit that takes visual art to under-served children in San Diego. She has nearly 10 years of nonprofit payments expertise and has presented in nonprofit conferences and webinars on payments, data hygiene and sustaining donor programs. Lori earned her MBA at Loyola Marymount University in Los Angeles.