Fundraising Software

General Tips & Resources

6:00 Dinner

6:30 to 6:45 Introductions around the room and updates

6:45 to 7:45 Introducing panelists & presentation

7:45 to 8:00 Q & A

8:00 pm The End + Clean up

Tonight’s Agenda

Upcoming Events - Save The Dates! ● May 1, 2018 - Applying for Grants online (Panel)

● June 5, 2018- Fundraising Software

● July 3, 2018 - Content Creation + 5-Year-Anniversary

● August 7, 2018 - Video Workshop

● September 4, 2018 - Peer to Peer Fundraising /

Crowdfunding

● October 2, 2018 - Digital Advertising

51 NPTech Online Education June 2018

https://nptp.us/nptechedu0518

DonorPro/Salsa CRM

Donor Management and Fundraising Software

Update June 2018 Martin Cohn

Naples Music Club (Music Foundation of Greater Naples)

Naples Music Club - Why?

● To perform complex assessment (mining) of donors - demographics

● To automate data/information integration with other programs; i.e., QB, Constant Contact, Web Forms and Donations

● Membership details - New, Renewals

+ + + + and - - - -

● Database setup, then cleanup ● Slow learning curve for manual data entry ● Slow learning curve for data export (QB,

Constant Contact) ● Web forms donation and event fees with

automatic input into DonorPro. (Manual input also still needed.)

New Features

● SalsaCRM - Donor management software

● Salsa Engage - online donations, email marketing, email action alerts (advocacy), event management

Monthly Costs

● SalsaCRM - Donor management software ○ $200 access fee ○ $13.75 records fee ○ $15 Merchant Services Web form

● Merchant Services - 2-3% of sales ● Constant Contact - $45

DonorPerfect SofterWare

Constituent Records

Constituent Records

Constituent Records Contacts

Constituent Records Links

Reports

EVENT MANAGEMENT

EVENT MANAGEMENT APPS

Greater Giving

Gesture

Salesforce.com • CRM - Customer Relationship Management / Constituent Relationship Management • Started as a Marketing/Sales application Translates into Development: Donor Management, Campaigns (Events, Mailings, Membership Drives, etc.) • Cloud Computing - can log in from PCs, laptops, mobile devices • “Click Not Code” – includes creating User Interfaces, Reports/Analytics,

Workflows • Integrates well with other applications – 1700+ available • 36,000 non-profits, colleges, and schools use it • Voted Most Innovative Company

Example New Non-Profit Success Starter Pack Interface

The “Power of Us” Community

• The Power of Us Program includes 10 donated subscriptions and deep discounts on additional subscriptions, products and/or services from Salesforce.

• The Power of Us Hub is a one-stop resource center where Salesforce Nonprofit and Education users can find resources and training specific to their needs, engage with one-another, and connect with employees, MVP’s in our community, and relevant partners.

Pros and Cons • Pros

• Great choice for medium to large non-profits

• Very generous training and support

• Community-minded - supporting non-profits is part of their vision and they provide substantial discounts

• Strong online communities as well as local user groups. This will save you costs because many of your questions can be resolved with their Q&A forums

• Flexible platform and customization abilities

• Email Marketing strengths with Pardot and other apps

• Cons

• Due to their very flexible platform, not great for small non-profits without a designated database manager

• Somewhat complex security/profiles/permission sets that need to be understood

• Different ways of doing things so you need to really think through your business process (not a con but a caution)

Last but not least: Trailhead

• A FUN way to learn. Sign up for your

FREE Developer account (Salesforce.com not Salesforce.org) and start learning and earning points, badges, and super-badges.

Payment Processing and Online Contribution System

Overall online revenue increased by 23% in 2017,

accelerating from 15% growth the previous year.

Average 15% online revenue growth, with particularly

large gains for Environmental (34%) and Rights (37%)

nonprofits.

Overall online revenue increased by 23% in 2017,

accelerating from 15% growth the previous year.

Average 15% online revenue growth, with particularly

large gains for Environmental (34%) and Rights (37%)

nonprofits.

Overall online revenue increased by 23% in 2017,

accelerating from 15% growth the previous year.

Nonprofits received an average of 28% more online

gifts in 2017 than 2016.

Average 15% online revenue growth, with particularly

large gains for Environmental (34%) and Rights (37%)

nonprofits.

Overall online revenue increased by 23% in 2017,

accelerating from 15% growth the previous year.

Nonprofits received an average of 28% more online

gifts in 2017 than 2016.

On average, 38% of donors who made an online gift to

a nonprofit in 2016 made an online gift again to that

nonprofit in 2017.

WHAT IS NOBLEACTS?

NobleActs is a complete online electronic donation and payment solution, providing cost-effective technology, security and support to charitable non-profit organizations. NobleActs gives charities the ability to collect one time donations or automatic monthly recurring gifts.

ABOUT US RAPID APPLICATIPON DEVELOPMENT

CUSTOMIZED PER REQUEST

ONGOING PROCESS

EPE (Enterprise Process Engine)

DIVERSE & RESOURCEFUL METHODS

OUR MISSION

Provide low cost technical solutions for local not-for-profit organizations to maximize their income and minimize their operational costs.

OUR MISSION

Provide free web hosted software solutions to attract donors, securely process online credit card contributions, and issue receipts to donors.

OUR MISSION

Allow any charity to easily offer In-Memory, In-Honor, one time and/or recurring online donations, with robust management reports.

OUR MISSION

Help nonprofit organizations experience revenue increase in the first year they start accepting donations online.

OUR MISSION

Utilize new technologies to allow contributors to donate anytime and anywhere with smart phones, tablets, desktops, or other mobile devices.

CHECKPOINT QUESTIONS Looking for a low cost (no capital) online donation solution?

Do you need a free customized website?

Why not outsource your donation processing and receipting?

Can your donors use their phones, computers, or tablets to donate?

Could you use instant, powerful donor management reports?

Would you pay 4 to 5 cents to gain a new donor dollar?

REGISTRATION & LOGIN

Dashboard for a Treasurer of the organization

DONORS As a donor you might wonder: How does the process work?

o You donate through nonprofit organization website

o We transfer your donation electronically (ACH file) to recipient bank account

o The recipient uses the transfer to support specific goals in Fund description

o You feel good o Organization feels good

DONORS As a donor, you are exposed to an extended network of organizations. Schools, animal shelters, disaster relief and environmental organizations, churches, social and ethnic clubs, hospitals, cultural organizations, and many more. They are grouped into joined or separate geographically dispersed networks.

For example: if you are willing to donate or volunteer to help homeless

animals, you can choose from the list of animal shelters closest to your home. This allows you to witness the outcome of your contribution firsthand. This is particularly beneficial when the donation was dedicated specifically towards a verifiable goal that you can watch become reality.

FAQ

Do I need a Website?

Yes you need a Website. We can build one for you or you can use one you already have.

Donor enter contribution system from the Website.

Is the system secure and PCI compliant?

Yes, we do not store any sensitive cardholder data on our servers and our servers are scanned for security vulnerabilities. The cardholder information is passed to a PCI Certified payment gateway. This reduces the scope of your PCI compliance requirement significantly.

What is Merchant Account and do I need one?

A merchant account is an agreement between organization (the merchant) and a credit card processor to settle credit card transactions. The merchant account performs the function of moving donations from the banks that issue credit cards to organization's bank account. To make process simply and reduce number of requirements for you we are the Merchant and we work on your behave.

Can I allow recurring donations in my online contribution?

Yes, You can also provide some restriction such as frequency or amount of recurring donation.

How does the charge appear on the donor's credit card statement?

( Question is what is going to appear on donor credit card statement ? ) We will be able to answer this question when we choose processing company.

How do I know when and who donated?

When You login to Administrative Panel of Your account with Contribution Network You will be able to generate daily, weekly or monthly report of donations.

Who sends the email thank you?

When transaction get approved system will generate automatic email.

How do I get started?

Please go to Open Account tab.

VISIT OUR WEBSITE

• w w w . N o b l e A c t s . C o m

Q & A

Thank you for

joining us!