NGO Connect Feature: Giving Summaries

NGO Connect: Giving Summaries
By now, many of you are familiar with Saleforce’s NGO Connect (formerly named roundCause). It is the cornerstone in Salesforce’s comprehensive CRM offering – Salesforce1 for Nonprofits. NGO Connect has leapfrogged both the Nonprofit Starter Pack (NPSP) and traditional fundraising applications to become the long-awaited “next generation” solution that eliminates data silos, provides the much-desired “360-degree view” of constituents, and drives increased engagement and fundraising.

Heller Consulting has put together a list of the top 5 features of NGO Connect in their paper, NGO Connect – Maximizing its Potential for You. A few weeks ago, we went over ease of access and viewing. Today we will be covering Giving Summaries.

The burden of manual entry and recalculation is officially off of your shoulders! A very popular component of NGO Connect, Giving Summaries calculate calendar-year-to-date and lifetime totals of a donor’s giving that are visible on an account without running a report. These summaries are calculated for hard credits, soft credits, and automatically recalculate whenever a gift is made, saving you and your organization loads of time.

Giving Summaries provide fundraisers with important data about dates and amounts with a quick glance at the account. Need these in report form? No problem! Giving summaries fields are easy to drop into reports as criteria, output, or sort fields.

While the current Giving Summaries total Membership Giving only, the next release will offer both Donation and Membership giving totals.

Interested yet? For more information on NGO Connect including our top 5 favorite things about NGO Connect, download our paper now!

Download NGO Connect Paper Now!
Emma Shipley

About Emma Shipley

I have always held a passion for community involvement, fundraising, and volunteering, which has brought me in touch with a number of nonprofit organizations. During my time at Indiana University, I worked with the City of Bloomington Volunteer Network to connect citizens with their ideal volunteer experience while promoting volunteerism in the community. In addition, I spent the summer of 2012 working as a mentor for adolescent girls ages 5-15 at Girls, Incorporated of Monroe County. I received my degree in Journalism with a focus in Marketing and Visual Communications. In my free time, I enjoy live music, visiting farmer’s markets, trying new recipes, and exploring Chicago.

One comment

  1. Susan kenna wright

    Can’t wait for them to work with the donation opportunity record type.

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