Skoll Foundation's Next Generation Grantmaking with Salesforce
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Transcript of Skoll Foundation's Next Generation Grantmaking with Salesforce
Skoll Foundation’s Next Generation Grantmaking with Salesforce
Naomi Morenzoni
Director of Philanthropy
Salesforce Foundation
@mandelstein
Cristina Yoon
Grants Manager
Skoll Foundation
@skollfoundation
@yooncristina
Swati Tyagi
Director, Product Management
roundCorner
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1% 1% 1% Time Equity Product
$73M+
Grants
743K+
Volunteer Hours
23K+
Nonprofits & Higher Eds
Celebrating 15 Years of Giving Back
Proven Success Across the Nonprofit Sector
Improved Ability to Achieve Mission
Improved Overall Efficiency
% 84
86 %
Foundations Face A Changing Landscape
A Changing Landscape
Greater
Accountability
Legacy
Systems Collective
Impact
Connected
World
5B Smart
Phones By
2017
Mobile
• Fragmented systems create
silos
• Expensive and difficult to
use
• Lack mobile and social
Social
Connected
50B Connected Products
4.5B Aggregate
Social Users
Image source: silabs.com/iot
58% Faster
Deploy ment
4.5B Aggregate
Social Users
Social
Cloud
• 80% of nonprofits report
increased demand but only
44% can meet that demand
• New funding models,
collaborations and tools are
needed
“You can achieve amazing
progress if you set a clear goal
and find a measure that will
drive progress toward that goal.
This may seem pretty basic, but
it is amazing to me how often it
is not done and how hard it is to
get right.”
Bill & Melinda Gates Foundation
Annual Letter, 2013
Marketing
Communications Relationship
Management
• Multi-Channel Marketing
• Email Marketing &
Automation
• Social Engagement
• Grantee Management
• Donor Management
• Partner Management
Community
Engagement
• Social Intranet
• Grantee Community
• Partner & Supporter
Community
Program & Grants
Management
• Grants Management
• Measurement &
Evaluation
• Advocacy/Policy
Tracking
• Events Management
Be a Connected Philanthropy with Salesforce
Cristina Yoon Skoll Foundation
Our Vision is to live in a sustainable
world of peace and prosperity
Invest
Celebrate Connect
Invest
Connect
Celebrate
fileserver
Outlook
Cybergrants
paper
files
staff
Invest
Celebrate Connect
for
Grants Management
Pipeline Management
Organized
by year
Organized
by year
Submitted via
grantee
portal
Another option:
Manually create
a pipeline record
Due Diligence
Custom object
to capture
meetings, site
visits, reference
calls
for
Document Management
Grant Compliance
Record of
public
charity
verification
Checks
IRS BMF
Custom
object
Record of
pre-grant
inquiry
Payments and Budget
Payments
roll up to
Budget
Program staff
can request
payment
release
All payments
applied to
budget are
listed
Approval
Option 1:
Reply
“approve”
Option 2:
Salesforce1
Mobile App
Approval by
email or mobile
app is reflected
in Foundation
Connect
Grantee Reports
Learning
and
Communications
Reports from
grantees are
linked to
payments and
request records
Notable media
coverage of our
grantees
Custom object
captures updates,
challenges and
accomplishments
Chatter for issue
area knowledge
and discussions
Impact
Demo Swati Tyagi, roundCorner
Main modules
• Budgeting • Manage program budgets • Review program commitments for current & future years
• Portal Management • Design Applications • Manage portal related features
• Eligibility Quiz Management • Manage Eligibility criteria for unsolicited applications
• Request Management • Manage Application submissions, reviews, approvals, post award stages • Manage LOIs • Define and Review Payments, Progress Reports and Outcomes • Manage Grant Coding, Reports and Dashboards
foundationConnect Highlights
• Grant Seeker • Login to the portal • Ask a question • Submit an application
• Grants and Program Staff • Create and Manage new
Applications • Review an application • View application communication • Assign a Reviewer
• Reviewer • View assigned application
• Submit a Review
• Executive Management • View Dashboards
• View Reports
• Organization Commitment summary
Q&A Don’t forget to visit the Power of Us Hub for more resources: powerofus.force.com
Thank you