Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
In this short video, Jessica Macpherson from Blaze Your Trail demonstrates how to connect Salesforce and Move Data for managing monthly giving.
She starts by visiting a page on her website dedicated to monthly giving and donates $15.
Jessie updates her email to match an existing contact record in Salesforce. After making the payment using a test card, she shows the successful donation, highlighting the monthly gift source, amount, and receipt number, all populated through the Move Data integration.
The exciting part is that donors can manage their donations themselves, amending or upgrading the amount in the future through a provided link. This integration simplifies regular giving management, making it more convenient for both donors and charities.
