Sometimes as a Salesforce admin I’ve been asked to do things which just seem ridiculously old school, not very efficient and may involve actual paper. When I cannot convince someone to click through a few screens, instead of printing or having an email sent to them, it gets my admin panties all in a bunch. (Wouldn’t that be cool, to have actual admin panties?!)But when working with a nonprofit, you gotta just let it go. And that is how this printable donor profile came into being.
My pro bono client: The Cedar River Clinics, which are fantastic, independent reproductive & LGBTQ health clinics in Renton, Seattle, and Tacoma.
My task: Create a one-page document with important donor information. The development director will print the doc and hand it to the executive director to review before she calls a major donor. Continue reading →