Discover the Connection –Nonprofits & CRM

Table of Contents

1. Introducing NonProfits

2. Functions

3. Challenges - NonProfits

4. Why CRM for NonProfits?

5. How Salesforce CRM can help NonProfits?

6. Get Started with Salesforce CRM - NPSP

7. Product Comparison – Other NonProfit Apps built on force.com

8. Pledge 1%

9. Guide - Non-Profit Terminology

10. References

What is a Non-Profit Organization ?

A tax-exempt organization that conducts business for the benefit of the general public without shareholders and withouta profit motive.

Sub Categories: Charities, Foundations, Social Welfare,Professional and Trade Organizations

Non-Profit & Organization Structure

Organization Structure :

Functions of NonProfits

“How can I make managing of my existing Donor Database easier

and increasefundraising ?

“How can I maintain

Constituent information and Interactions ?”

“How do I make data available

from everywhere?”

Challenges in management of day to day operations of NonProfits

Difficulty in maintaining Constituent Interactions

Data De-duplication

Complicated Donor Database

Lack of Centralised Data

How can I make Data import and export from excel Easier ?’’

Constituent Relationship Management can address these challenges and enhance constituent relationships …

Streamlining Reporting Ease in tracking every interaction

within an organization

Boost Members productivity to achieve more with technology

Donor Relationship Management

Centralized donor data enabling reporting of revenue quickly and

accurately

Higher campaign ROIBetter lead management

Salesforce CRM Capabilities mapped to the challenges..

Salesforce CRM Solution EnablersBusiness Benefits for Non-Profits

Donor Management

Fundraising

VolunteerManagement

Event Management

Board Engagement

Non-Profits can proactively cultivate relationships with new donors and stewarding current donors

Donor retention, engagement and investment maximized

Enabling gathering of voluntary contributions in theform of money or other resources. This can take the form of Grant , Matching Gift, In-Kind Gift , Pledge Etc

Working with and through volunteers to achieve and organisation’s objectives

Overall event planning, execution & management

Enabling partnering for Fundraising and policy-making

Revenue generation

Revenue generation & Brand awareness for Non-Profits

• Wider reach in terms of audiencesand donors

• Better community investment and endorsement

Fundraising,Financial health of Non-Profit ensured

… Get started with the Non-Profit Starter Pack from Salesforce

An easy-to-use fundraising and constituent management applicationon the Salesforce platform

NON-PROFIT STARTER PACK

Series of managed packages, installed on top of Salesforce Enterprise Edition

FEATURES

• Managing Contacts

• Managing Relationships Between Contacts

• Managing Donations, Grants, and Memberships

• Adding and Managing Donations and Payments

• Creating and Managing Recurring Donations

• Managing Soft Credits and Matching Gifts

• Adding and Managing Grants and Memberships

• Managing Campaigns

• Managing Household and Organization Accounts

1-1-1 Philanthropy ModelThe Heart of Salesforce

Integrated Philanthropic approach the 1-1-1 Model. Salesforce dedicates 1% of Salesforce’s equity, 1% of Salesforce’s product and 1% of Salesforce employees’ time back to communities around the world.

Features Affinaquest Causeview LuminateCRM

Round Cause

Non-Profit Starter Pack from Salesforce

Constituent Demographics √ √ √ √ √

Donor Management√ √ √

√ √

Board Engagement √ √ √ √ √

Event Management √ √ √ √ X

Fundraising √ √ √ √ √

Volunteer Management√ √ √ √ X

Comparison- Top Non-Profit solutions built on Salesforce

Keywords Description

CharitiesThis category includes hospitals, museums, orchestras, private schools, religious organizations, advocacy organizations, public television and radio stations, soup kitchens, etc

FoundationsA foundation is a legal categorization of Non-Profit that will typically either donate funds and support to other organizations, or provide the source of funding for its own charitable purposes

Social WelfareNonprofits such as National Organization for Women are exempt under 501(c)(4) of the tax code. Contributions to these organizations are not tax deductible and these groups have greater latitude to participate in legislative advocacy, lobbying, and political campaign activities.

Professional & Trade Associations

These include chambers of commerce, business leagues, and other organizations that promote the business or professional interests of a community, industry or profession.

Clients Clients are the "consumers" of the non-profit's services.

BoardThe board is comprised of individuals from the community and, ideally, is representative of the organizations clients. Law and theory dictate that the board is in charge, and directly accountable for the overall direction and policies of the organization.

Board Chair A board chair's role is central to coordinating the work of the board, executive director and committees.

Committees Typically, the board chooses to carry out its operations using a variety of board committee.

Executive DirectorThe board typically chooses to have this one person who is ultimately responsible to carry out the wishes of the board. Executive director is directly accountable for the work of the staff and supports the work of the board committees.

Staff Staff report to the executive director and may support the work of the committees

Volunteers Volunteers are unpaid personnel who assist staff, serve on committees and generally work under the direction of the executive director

Guide to Non-Profit Terminology

Keywords Description

GrantsGrants are non-repayable funds or products disbursed , often a nonprofit entity, educational institution, business or an individual. In order to receive a grant, some form of "Grant Writing" often referred to as either a proposal or an application is required

Matching grant A grant that is made to match funds provided by another donor

DonorAn individual or organization that makes a grant or contribution to a donee. Also known as the grantor or grant maker.

Donee The recipient of a grant. Also known as a grantee or a beneficiary.

Opportunity (Donation)Rollups

It is the cumulated totals for something like donations over a period of time. Some examples include Total Number of Gifts, Total Household Gifts, Soft Credits This Year, and so on.

Soft Credit It is a credit for a donation that someone did not actually make themselves, but acted as an “influencer” of the donation, rather than as the direct donor.

Matching gift A matching gift, also known as a matching fund or matching donation is a charitable gift made towards a Non-Profit Organization by a matching donor (e.g., an employer) under the provision that an original donor (e.g., an employee) first makes a gift toward that organization

PledgeA signed and dated commitment to make a gift over a specified period, generally two or more years, payable according to terms set by the donor, with scheduled monthly, quarterly, semi - annual, or annual payments.

In-Kind Gifts In-kind gifts are contributions of goods or services, other than cash grants. Corporations are a common source of in-kind gifts, which are offered along with, or in lieu of, cash grants.

Batch Entry It is entry of Data into batches

Guide to Non-Profit Terminology (Contd.)

References

• http://managementhelp.org/organizations/nonprofits.htm• http://www.salesforce.org/nonprofit/•https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-• FAQ• http://grantspace.org/tools/knowledge-base/Funding-Research/Definitions-• and-Clarification/glossaries• http://www.salesforce.org/help/nonprofitstarterpack/

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