The Connected Nonprofit: Fundraising with NGO Connect November 20, 2014

The full recording of the webinar is available at: http://teamheller.com/webinar-fundraising-ngo-connect/

Today’s Presenters

Stuart Longley roundCorner

Keith Heller Heller Consulting

Nick Ward roundCorner

Joe Jagassar Alliance to

Save Energy

Let’s start with a question

Which most closely describes your organizational and constituent relationship management (CRM) tools? ?

A single coordinated system that brings data from different departments.

A few connected systems with some additional docs and spreadsheets that we coordinate together.

We pull the data out of various databases and manually recombine to create reports.

Marbles in a clothes dryer.

Online Engagement

Donor Mission

The Connected Nonprofit Connected

Programs

Connected Partners

Connected Staff

Connected Supporters

Which systems do use to execute your fundraising strategy? ?

Think about your systems

Fundraising Management System

Marketing and Communications (email, newsletters)

Online Engagement Tools (website, peer to peer)

Social Engagement (Facebook, Twitter, Instagram)

All of these

Marketing Communications

Fundraising

•  Multi-Channel Marketing•  Email Marketing•  Marketing Automation•  Social Engagement

•  Donor Management•  Events Management•  Volunteer Management•  Grants Management

Introducing…

Community Engagement

•  Social Intranet•  Member Community•  Affiliate/Chapter

Community•  Partner Community

Program Management

•  Case Management•  Call Centers/Hotlines•  Advocacy/Policy Tracking•  Grant Portfolios

• Switched from differentCRM system

• Reviewed options, butselected NGO Connect

• What was mostappealing?

• What are importantthings to consider sinceyou’ve been throughthis?

• Constituent 360• Gift Creation• Online Forms

• Events andEvent Management

• Reporting

NGO Connect accelerates your path to and adoption of Salesforce CRM.

Inventory Shipments

Fulfillment Items

Packages

Sub items Products

rC Labs Online Forms Mapping

Campaign Costs Giving ImpactPage Layouts

Validation Rules Auto Acknowledgements

Prospect Research Reports

Giving

Giving Wizard Installments

Matching Gifts

One Payments

Giving Summary Sustainers Transaction Processing

Batch Upload Batch Gift Entry

Giving Tree

Tributes Soft Credits

General Accounts Units Special Allocations Planned Giving

Third Party Payments

Lifetime Giving

Gift Memberships Moves Management

Memberships

Grant Management Corporate Underwriting

Split Gifts

Refunds In Kind GivingPurchases

Donations

Financial CRM

Badges

Volunteers

SkillsShifts

Community Projects Matching & Scheduling Signup

Role

Events Registration

Meal Selection

Conference

Fundraiser

Gala

Venue Planning

Ticketing Seat Selection

Social Sharing

Web Signup Group Sales

Leads foundationConnect

Grantee Portal Milestone Tracking Contact Roles

Grantee Success

Grant Making Reporting

Collaborator Portal

Biographical Accounts

Contacts

Relationship Web

Preferences

Addresses Households Organizations

Account Wizard Case Management Salutations

Activities

Chatter

Action Plans

Easy to make roundScope

Dashbaords Query Tool Sharing Rules

ReportsFlexible

Source Codes Campaigns

Timeslots Campaign Asks

Campaign Products Waitlists

Online RSVPCommunities Programs Web Forms

Let’s take a look…

Stuart Longley

roundCorner

Keith Heller Heller

Consulting

Nick Ward roundCorner

Joe Jagassar Alliance to

Save Energy

Q & A

Please use the Questions box in the GoToWebinar window to ask your questions.

Insights Into CRM for Nonprofits

Donor Management Apps for Salesforce.com

Making Your CRM Aspiration a Reality

Integrated Suites for Nonprofits

Business Intelligence for Nonprofits

CMS Platforms Guide

NGO Connect Standard Reports

NGO Connect: Maximizing Its Potential

Resources

For years, Heller Consulting has been publishing papers to provide the nonprofit community with information they need to make important technology and strategic decisions.

Please take a look at the following resources more on our site, and let us know if you have any questions.

TeamHeller.com

Which best describes your strategy for interacting with your constituents all year? ?

When do you apply your strategy?

A clear strategy planned throughout the year.

A good plan for the first part of the year and a looser plan the rest

We know the highpoints and deadlines, with ideas for what to do between

We tend to plan in the shorter term

Fire then aim

What should be part of your strategy?

Clear Goals Specific Tasks Focused Reporting

How long before your organization can no longer be effective using your current tools? ?

How much time do you have?

1 year 2 years 3 years or more

Not even 1 year

We have all we need for the long term