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Operations Management Salesforce

Published Date

Posted August 29, 2025
Education

NPSP Salesforce: Donor Management Setup

Project
Remote
Babies Youth Children Empowerment, Inc.
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* 1 person has applied to this opportunity
We have been accepted to use the NPSP Salesforce program. I need assistance with setting up a donor management system. I have set up the process for inputting donations for our clients, but I'm unsure how to integrate them into Salesforce, if that's possible.

One of my primary purposes was to manage our donors and campaign for new ones, including sending year-end contribution letters to existing donors.
This is a small nonprofit. I have a board of directors and an advisory board. A few members are familiar with Salesforce only as users. I am the only full-time staff member in the organization (volunteer). For 16 years, the organization has served students with learning disabilities and differences in academic tutorials, as well as provided parental support. We focus on strengthening and increasing their skills and knowledge to promote academic success. I have hope that organizing our tools to increase interest in others to support the educational success of students will help us expand our reach. The pandemic has had a negative impact on our finances. We had to move from in-person assistance to virtual assistance. We aim to return to communities with limited academic support resources.
I have spent days creating the client list and donation input. Reviewing YouTube videos and the help center. Currently, I enter the donations for the clients. I need help setting up the overall donor management, such as year-end contributions. I want to understand how all this works together. I need a review of what I have done to ensure that it is correct. I have not been able to figure out grant management.

Babies Youth Children Empowerment, Inc.

Location

Missouri City, TX

Website

http://www.byceministries.org

Member Since

Completed Taproot Plus Partnerships

0

Organization Mission

To nurture the development and aid of Grades 1-12 students with learning disabilities and differences in improving grade-level skills and test scores, reduce high school dropout rates, and prepare them for higher learning through specialized academic instructional and life skill programs. We journey with them from the Classroom to College to Careers to Community Involvement while helping remove social, economic, and educational obstacles to our students’ success.

Program Focus Areas

People with Disabilities
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