After the Run/Walk/Ride: How to Avoid Dropping the Relationship You Just Built with Your Participants like Hot Potatoes

How to Avoid Dropping the Relationship you Just Built with Your Participants like Hot Potatoes

No one ever intends to do it. Maybe you’ve even tried to plan on NOT doing it. But for so many organizations, the resources, time and the effort that goes into the planning, execution and of course the fundraising involved with peer-to-peer events mean that when the last participant crosses the finish line, you are simply tapped out. Done. Finito.

It’s a critical moment. And the time you should be doing everything you can to continue to build on the great relationship you just developed with donors and participants.

Here’s 5 tips to make sure you avoid dropping the relationships and keep your participants engaged and feeling the love post-event.

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How to Articulate a CRM Vision

Introduction to the New CRM Paper from Heller Consulting

We’ve come to understand that putting your whole Constituent Relationship Management (CRM) picture together is a journey of three stages from aspirational to strategic to practical. It’s a critical process to go through, and it’s not always easy or quick. However, the benefits are enormous, giving you:

  • Measurable outcomes
  • Greater commitment from all levels of the organization
  • Confidence derived from sound planning

We cover all three areas in Heller Consulting’s paper, Making CRM a Reality, but today we are going to focus on the first, how to articulate your CRM vision.

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Content Management System (CMS) Resources

Content Management Systems (CMS) Resources

Selecting a content management system (CMS) that works for your needs is no easy task. Luckily for you, Heller Consulting and Firefly Partners teamed up to write a whitepaper to help you navigate this new world of CMS.

In conjunction with the white paper, over the past 6 months we’ve also been posting all about content management system (CMS) solutions here on Through that time we’ve heard that our posts were really helpful to nonprofit organizations! To make things even easier for you all, we have gathered all of our posts below for a handy little Content Management System (CMS) Resource.

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4 Tips for Planning your #GivingTuesday Campaign Now

4 #givingtuesday tips from StayClassy

Everyone might be getting excited now that Summer has finally arrived, but it is already time for your nonprofit organization to think about the holiday season! There are less than five months until #GivingTuesday and you need to start planning your campaign now!
To give some background on #GivingTuesday, it launched in 2012 and is already a big national philanthropic movement. According to Huffington Post, donors gave 90% more last year than in 2012. Gift sizes also increased in 2013 from $101.60 to $142.05! StayClassy has put together a great list of tips for you to try now to plan for #GivingTuesday this year and we’ve outlined their tips below.

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SF1 for Nonprofits: Highlight on Communities

SF1 for Nonprofits: Highlight on Communities

If you’ve been following the news about Salesforce1 for Nonprofits lately, you know that “Engage and Strengthen Communities” is one of the four pillars of this new strategy, and the focus of the Salesforce Foundation’s first Solution Kit.

At Idealist Consulting we recently featured Salesforce Communities in our Emerging Solutions webinar series, and wanted to share some of the highlights from that webinar. Whether you’re contemplating Communities or currently have a Portals solution and are curious if it’s worth it to migrate over to Communities, hopefully you will find something helpful.

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Why The Salesforce Platform Matters for Nonprofits


After the May 29th Innovation +SocialGood Event in Washington, DC, Keith Heller of Heller Consulting sat down and interviewed Nick Ward of roundCorner. They discussed many topics over the course of their hour+ long interview. Our first post was focused on the introduction of Salesforce1 for Nonprofit organizations since it had just been announced at the event. Today we get into the second part of Keith’s interview to talk about why the Salesforce platform matters to nonprofit organizations.

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