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Jacques Kouta-Lopatey
Jacques is the accounting manager at Fionta and a member of the Operations team. In his capacity as the accounting manager, Jacques is responsible for overseeing all accounting-related activities and maintaining accounting principles, procedures, controls, and systems to ensure accurate and timely financial statements. Jacques has over twenty years of experience as a finance and […]
Empowering nonprofits with Salesforce Nonprofit Cloud: Focus on Case Management
Introduction to Salesforce Nonprofit Cloud Salesforce Nonprofit Cloud is a specialized suite of applications developed by Salesforce, tailored specifically for nonprofit organizations. Key features and aspects of Salesforce Nonprofit Cloud include: Nonprofit Cloud adheres to the same high data security and compliance standards that companies trust around the world, which is crucial for nonprofits handling […]
Lose the paper and slide: A More effective approach to onboarding association members
Back in the old days, new member onboarding meant two things: Interesting? No. It felt more like the first day of driver’s ed. Nowadays, new member onboarding programs leave behind the paper and PowerPoint presentations. The real purpose of new member onboarding An effective new member onboarding program goes beyond a show-and-tell from your association. […]
Using AI for ethical impact with Lisa Rau
Co-founder Lisa Rau sat down with George Weiner, Founder and CEO of Whole Whale, recently for a conversation about artificial intelligence (AI) and opportunities and implications for nonprofits and associations. Listen to the podcast below! Transcript This week a great conversation talking about what AI really is, how we should be using it, and some […]
Displaying AIDS/LifeCycle training data with CRM Analytics
Background Senior technical architect, David Manuel, recently completed his fourth tour of the AIDS/LifeCycle ride, a 545-mile ride from San Francisco to Los Angeles. Each participant is required to fundraise a minimum of $3,500; in 2022, the organization and riders raised $17,783,163! Over seven days, the cyclists sweat it out together, celebrate their wins, support […]
Limited ability to assess impact
Salesforce Nonprofit Cloud goes beyond streamlining grant management; it also equips foundations with powerful impact measurement tools that have the potential to revolutionize the way they assess and enhance their grantmaking efforts. These tools enable your foundation to collect and analyze valuable data from your grantees, ushering in a new era of project assessment and […]
Business Operations Associate
Brad joins Fíonta as a business operations associate. He works closely with all teams supporting the infrastructure, security, and facility operations. Before officially joining Fíonta, he interned for the operations teams. Brad brings experience in handling logistics and scheduling from his role as an operations supervisor at UPS. Brad lives in West Virginia with his […]
Sustainable practices for nonprofit conferences: A guide to greener gatherings
In 2024, adopting sustainable practices isn’t just a trend—it’s necessary, especially for nonprofits whose missions often align with bettering society and the planet. Conferences are vital for networking, learning, and advocacy in the nonprofit sector but can also leave a significant environmental footprint. This guide provides actionable strategies for planning and hosting more sustainable nonprofit […]
What’s so important about usability testing?
Associations and nonprofits often overlook or skip usability testing when implementing a new CRM or AMS, website, or community because they don’t realize what an enormous impact it has on a project’s success. Or they do but they don’t want to spend any time or money on it. When the User Experience (UX) consultant hears […]
Streamlining fundraising for critical human services
Bread for the City (BFC) has worked for over 40 years to provide essential goods and services – from food, clothing, and diapers to legal advocacy and medical care – to low-income residents of Washington, DC.
The organization’s two centers serve approximately 31,000 DC residents annually in an atmosphere of dignity and respect. After wrestling with an inadequate legacy solution, BFC needed to move to a system that was easier for staff to use, integrated better with its accounting tool and offered more robust marketing automation capabilities to fuel donor engagement.
Salesforce was already in use elsewhere in the organization, so BFC also decided to harness its powerful functionality for fundraising.