FrontStream, Data & You! Our Future Roadmap - #FSCON15

June 8-9th | Las Vegas

FrontStream, Data, & You


FrontStream in 2014

Facilitated $642 million in funding to over 70,000 charities in the US and, increasingly, around the world.

Every single donation has a story.


A simple action, can have a profound impact on our wider world.


Revolutionizing Philanthropy


Integration better enables charities and CSR teams to invest in themselves


Data to Ask the Big Questions

What do our 3 primary groups of stakeholders need, and how can our data, integrated into our suite of product and services, meet that need and revolutionize philanthropy as we know it?

1. What data do Non-Profits need to better fundraise and build community engagement with their cause?

2. What data do Donors need to make more informed choices?

3. What data do Companies need to produce more effective CSR, both inside and outside the workplace?


The Answer: An Endless Array of Solutions Powering the Way We Will Transform Philanthropy


Illustration 1: The Workplace Fundraiser


Nonprofits Need Stronger Partnerships with Companies and Their Employees

“NPOs are interested in developing deeper / transparent relationships with corporate giving departments”– FrontStream Market Research


Employee Donors and Companies Need Transparency

“There is a growing expectation held by companies and employees that charitable organizations must demonstrate […] transparency, and impact.” America’s Charities Snapshot 2014


Employee Donors Need Responsiveness

Donors need to know that their employers are listening and that they care. FrontStream Market Research

This donor organized a fundraiser to support the fight against DIPG


Corporations Need to Empower & Engage Employees

Companies want to “empower employees to be internal champions for the causes they care about by […] allowing them to communicate and promote their favorite charities to their peers.” –

America’s Charities Snapshot 2014


The Workplace Fundraiser: What Do We Have?


We Have Compelling Anecdotal Data

“My daughter has a brain stem cancer with zero survival rate and is currently being treated by a team in Bristol. I have been raising a lot of money for them and would love it if the company can support this charity and match with $1,000. They are trying to save my daughter and all children in the world with DIPG. They need support and I hope [my company] can do that. I have been here over 13 years and have always been brilliant. I hope you are able to do matching for the Southmead charity.” Lauren Hill became a symbol for DIPG

after her diagnosis


FirstGiving Revolves Around Compelling Anecdotal Data!


Meeting Needs Through an Integrated Solution

Powerful anecdotal data is collected via FirstGiving Peer-to-Peer platform and moves seamlessly to Campaign Management platform.


Fundraising-Campaign Management Integration

When utilized meets corporate and donor need for transparency Meets corporate need to empower employees to be internal champions for

causesMeets donor need for responsiveness by provided a richer picture of employees’

philanthropy for corporate CSR teams and program adminMeets nonprofit need for stronger partnerships by highlighting their work in more

detail and involving employees as fundraisers and cause champions


Illustration 2: The Nonprofit Development Challenge


Nonprofits Need Unified Systems

“There is a significant amount of pain – in the form of manual processes and integration of disparate systems.” – FrontStream Market Research


Nonprofits Need Better Donor Management Tools

“While management of donor information is critical, the broader need is to manage all constituents interacting with the organization.” - FrontStream Market Research


Nonprofits Need Better Options to Manage Resources

“Organizations sometimes opt for labor investment as headcount/volunteers may already exist and budget may not be available for larger technology investments.” - FrontStream Market Research


The Nonprofit Development Challenge: What Do We Have?


We Have Multiple Systems Collecting Donation Data

$140 Million to Charity in 2014




We Have Analytics Capabilities1. Education is a core value for one of our clients. The company asserts that “by

supporting literacy and education programs, we can improve countless lives”

2. In 2013, Pitney Bowes employees embraced this value and donated over twice their average donation to educational charities and were more than twice as likely to choose them.

Education4%

2013 Average FrontStream Campaign

Education9%

Corporate Giving Program 2013 Impact Area Breakdown



A wealth of data can be pushed from any system a nonprofit might receive money from. Analytics and data capabilities can push context on donations into FrontStream CRM to better aid decision making.


Illustration 3: A Picture of the Future



All donor data from all types of giving can be pushed to and managed in one system. An investment in CRM enhances your investment in raising money through Peer-to-Peer fundraising or other channels.


Strategies Made Possible by IntegrationA large nonprofit signs up for FirstGiving Pro to manage their run/walk events.

That nonprofit utilizes the product’s “Corporate Team” field.

20 of your employees sign up for the run and enter you as their employer.

With consent that data is collected and passed to your dashboard in Campaign Management allowing you to make decisions about further involvement or support to boost your engagement efforts.


FrontStream as Matchmaker:Revolutionizing Philanthropy


Product Unveiling2015 and Beyond


Village Square

ProsperityStation

Country Manor

Forest Gate

Agro Farm

Town Center

First Town

Central


Volunteers

Direct Mail

Corporate Giving Program

Gala Events

Peer-to-PeerFundraising

In Tribute Giving

CRM

Recurring Gifts

Databases


Volunteer Solutions

FundraisingPro

Campaign Manager

FirstGiving

ArgoFire

NPO Connect

FastTransact

CRM


How Our Strategy Drives Our Development

Every day we are looking at ways to collect, integrate and leverage data across our

products what will benefit clients

Collect Integrate Leverage


Building a Philanthropic PersonaSusan

38 years old Floridian Works for a National Company Contributes $1300 to cancer research

annually through payroll deductions Volunteers at the local SPCA Participated in the 2014 NAMI walk Sponsors Friends participating in other

events


Non-ProfitsImportant for…


Giving Days

Setting up a Giving Day page has never been easier

• Easily create and maintain a giving day page with video, photos and more

• Mobile Ready with a clean, simple, donation process

• Real-time totals, leaderboards and reporting on the progress of the day of your campaign

Collect


Intelligent Donation EngineLeverag

e


Project Fundraising

Whether its to Build Something or Buy Something, we have you covered

• Project pages make gifts more tangible, whether you prefer video, photos, or text.

• Creating a great campaign page takes only minutes with our simple editor

• Leverage the power of crowdfunding under the trust and security of the FirstGiving platform

CollectComingQ2

2015

Help Us Raise Money

for …


FirstGiving in Canada

86K Canadian Charities can now get Donations without lifting a finger

• Leverage FirstGiving’s aggregation platform to accept online donations without a merchant account

• Use FirstGiving’s paid event registration and peer-to-peer capabilities to fundraise for any recognized charity

• Automatically send compliant tax receipts

CollectComingQ3

2015


Event Based Volunteer Management

Manage Volunteers as part of your Peer-to-Peer Event• Setup & Manage Jobs, Openings and Timeslots for Event Volunteers• Display Volunteer Opportunities on the Event Home Page• Volunteers Registers for Open Jobs Directly from Event Page • Email Confirmation sent upon Volunteering

CollectComingQ2

2015


CollectComingQ3

2015 Peer-to-Peer…Anytime, Anywhere

Registration Donation Fundraising

48% Traffic Is

From Mobile

Device


Next-Gen Online CRM

Built from the ground up with Non-Profit needs in mind

• Nothing to install or Maintain

• Integrated with all FS Products

• Centralized Location for Managing Donors, Fundraisers & Volunteers

• National / Chapter Permissions

• Simple & Responsive UX Design

IntegrateComingQ1

2016


CorporationsImportant for…


New UI for your Employee Engagement

Employee engagement has never been easier

• Ability to display multiple causes

• Ability to mark causes & nonprofits as favorites

• View donation trends and statistics

• Implemented online shopping cart style experience

Collect


Employee Driven Fundraising

Employees are already doing it, but now corporations will have insight into which

causes are important to them

• Empower employees to raise funds for their personal causes

• Empower employees to donate funds to causes started by their friends at work

Integrate


Consolidated Distribution Database

Leverage

Clean and Consolidated Charity & Education Database• Consolidated over 200,000 duplicate NPO records• Integrated & Consolidated Charity database that includes all IRS 501c3, 501c4 and other registered nonprofits • Upcoming plans to integrate K-12 education institutions• Upcoming plans to incorporate international nonprofit organizations


Matching for Giving and Volunteering

ComingQ3

2015Collect

Online Match• Donations

Made using Designation in CM

Offline Match• Donations

Made Direct to Charity

Volunteer Match• Dollar for Doers

match on volunteer hours logged

Tiered Match• Associated with

Volunteer hours logged

Unified Match• When matching

is shared between volunteer hours and pledges

Campaign Management Will Support Several Types of Matching


Volunteer Event Management in CM

ComingQ4

2015

Organize and Host Employee Volunteer Events

• Create company sponsored volunteer events via Campaign Managements administrative portal• Employees register for company events via Campaign Managements donor portal

Integrate


Evergreen Payroll Deductions

…• …

ComingQ1

2016

Don’t Hold Employees Back from Engaging in Corporate Social Responsibility Programs

• Make new payroll pledges at any time of the year• Add new employees to the online pledging platform at any time of the year via the HR file imports• Employee has the ability to edit and/or cancel payroll pledges at any time

Collect


Bringing it all Together

FrontStream, Data & You! Our Future Roadmap - #FSCON15

Government & Nonprofit

Transcript of FrontStream, Data & You! Our Future Roadmap - #FSCON15