Fundraising

The PTA if responsible for fundraising through different sources and activities to invest in specific initiatives. Using the functionality of Salesforce you can track in-kind donations, financial donations, business sponsors, grant funding, and associate it to fundraising campaigns and allocate to specific assets.

Salesforce offers out of the box the Non Profit Success Pack, which can help you track all of your fundraising efforts.

You can find out more here:

https://trailhead.salesforce.com/trails/nonprofit_fundraising

There are options to integrate online payments into Salesforce, but these are often paid-for adds ons.

Income Types

Track the different ways your PTA generates income by recording, who, when, how they donated.

• In-Kind Donations – Track who has donated and the value of any in-kind donations that a local supplier provides e.g. free venue space, food, professional services, so you can thank them and calculate the value of in-kind donations each year. This could contribute towards match-funding if you are applying for grants.
• Donations – Track who has donated and the value of any donations towards your fundraising efforts for buying equipment, building new facilities etc.
• Business Sponsorship – Track who and how much someone has sponsored your events or facilities year after year.
• Ticket Sales – Track who and how much people have bought ticket sales and capture the data in Salesforce automatically using tools suchas Eventbrite to track all of your data and attendees in one system.
• Grant Applications – Track who and how much you have applied for

Fundraising Activities

All of your fundraising efforts are often associated to specific fundraising activities, which we call campaigns in Salesforce. Any income record can be associated to a Campaign record, which lets you track how much you have raised. A campaign could be an Easter Fair, Disco Night, Fancy Dress Day.

Within Salesforce you can create campaign hierarchies, so you create a Parent Campaign called Easter Fair and then child campaigns Easter Fair 2017 and Easter Fair 2018 for example.

Fundraising Outcomes

Any Income record can be attributed to a General Accounting Unit. A GAU could represent what you are fundraising for, so you could set up a GAU for new computers, or outdoor classroom, or swimming pool.