Fundraising

Applications

For Nonprofits

1) Introduction

2) Fundraising - All about Donors

3) Top fundraising applications built on Salesforce Platform

a) Patron Manager

b) Payments2us by AAkonsult Pty Ltd

c) Affinaquest by Affinaquest

d) Causeview by Breakeven

e) NGO Connect by roundCorner

4) Comparison of Top Fundraising applications

5) Conclusion

TABLE OF CONTENTS

FUNDRAISING IS IMPORTANT . MAKE THE DIFFFERENCE !!

Fundraising, in all of its forms, is crucial for Nonprofits to complete their projects and fulfil their causes. In today’s scenario, Non-

Profits aim to maximize fundraising in order to increase their revenue.

Nonprofits have an array of Fundraising applications to choose upon and thereby attain the vision of 360 degree view of their

donors.

Identification

Qualification

Cultivation Solicitation

Stewardship Non-Profit

Fundraising

Cycle

Fundraising is all about donor…

Acquisition

Retention

Development

TOP

FUNDRAISING

APPLICATIONS

BASED ON

SALESFORCE

PLATFORM

KEY FUNDRAISING

FEATURES

REGULAR

PAYMENTS

Automatically

manages recurring

Payments/donatio

ns.

DIRECT DEBITS

Captures and

manages regular

Direct Debit /

ACH etc.

EVENTS

Online ticket

captured for

Conference Style,

Free and Team

types.

GET MORE FUNDS

Online forms capture

Payment details by

Credit Card,

e-Check, Direct

Debit etc.

PEER-TO-PEER

FUNDRAISING

Empowers fundraisers

to raise funds on

Non-Profit’s behalf.

DATA QUALITY

Inbuilt auto-

completion of

address validation

phone, email, BSB

MANAGES

Manages ,

analyses with

Reports &

Dashboards

SHOPIFY

INTEGRATION

Stores online

purchases in

Salesforce

instance.

Payments2Us is an application from Aakonsult Pty Limited. Being a paid application, It is highly suitable for both NFPs and Corporate.

It’s 100% Force.com native and was released in 2012. PROCESS

AUTOMATION

Data validation,

de-dupe of Contacts

Inbuilt workflows

updates expired

cards,etc

PatronManager is a full featured sophisticated paid fundraising application from Patron Technology

Released in the year 2011.

Combines fundraising tools, box office ticketing and subscriptions, email marketing, and specialized reporting and

tracking for Nonprofits

Confirmation emails automatically sent in as gifts and contributions come in. Scheduled reports help track ticket activity and

notifies when VIPs attend. Richer understanding of the audience helps target them better for fundraising.

Fundraising with

Patron Manager

OPPORTUNITY LOCATOR

Cross-departmental reports

identifies ticket buyers who

have never donated & taps

them accordingly.

TRACKING DONOR

ENGAGEMENT

Donor Engagement tracked with

ticket sales, subscriptions,

contributions in the same

database.

FOLLOW PREMIUM DONORS

Focus on building relationship

with those who have spent the

most on ticket purchases.

AUTOMATED MONTHLY

DONATIONS

Offers the convenient

option of automated

monthly donations by

credit card.

ON THE SPOT RESPONSE

Helps set up push notifications to

know when a donor has given

over a certain threshold so that

immediate appreciation

can be sent .

Affinaquest, by Affinaquest, a paid application is the brainchild of the creator of Millennium™, now a product of Sage.

Fields and visuals in campaigns enable quick

performance and pipeline reporting.

KPIs on Account and Campaign records enable

fundraisers to instantly comprehend basic information

such as how long it’s been since a donor was last contacted, or how good a prospect is.

Budget and expense tracking is supported so that a

complete RIO report can be produced by solicitation

or campaign.

CAMPAIGN MANAGEMENT

Fundraising foundation of Affinaquest

PROSPECT TRACKING

CONSTITUENT DATA GIFTS & PLEDGES

Planned and Major gift opportunities can be recorded

and tracked including such data as amount solicited,

projected date of closure etc.

Documents relating to the gift opportunity can be linked

and attached to each opportunity, thus providing

instant access to a deed of gift, promissory pledge, etc.

Once the opportunity is consummated, all gifts or

pledges recorded for the opportunity are directly linked to

it.

Communications of all sorts, including automated

acknowledgement letters, emails, personal meetings,

telephone calls, can be tracked. Copies of the

email or correspondence can be directly linked to the

communication .

Detects Household and constituent based communications

and solicitations.

Multiple classifications per constituent categorizes and

segments constituents.

Single gifts with unlimited designations are fully

supported.

Forecasts of future income done based upon

the pledge billing data.

Soft credits can be recorded for any gift or pledge.

Recurring gifts track a series of gifts given by a donor

over a time period.

Good option for organizations using Major Giving and Planned Giving

as primary fundraising strategies.

PAYMENT PROCESSING

Causeview and payment gateway’s integration ensures every transaction is complete and

captured in the database.

Gateways supported include Authorize.net,

Optimal, PayPal etc

RECURRING GIFTS & PLEDGES

Payment Gateways automatically schedule,

process, and validate recurring gifts for the

Nonprofits

The system notifies when upcoming pledge

payments are due so that one can follow-up with

the donors. This protects the revenue

ACKNOWLEDGEMENTS

& RECEIPTS

REPORTS

Gives insight, fewer errors, and allows to make

data-driven decisions.

Pulls reports in seconds and maintains a

constant pulse on what’s important with real- time dashboards

Causeview, offered by Breakeven, does a good job of streamlining everyday fundraising practices. Released in 2010, it is a paid

application.

Provides end to end automation for all the Donor Management Needs.

Fundraising

Practices

By Causeview

The Donors are thanked the moment their donations

are made with email receipts and acknowledgements.

Causeview in conjunction with Conga Composer

creates and prints offline receipts in batches.

Donors also have the option to receive a single

consolidated receipt at the year-end.

Suitable for Nonprofits who have :

Minimal web skills on staff, yet want to run integrated campaigns or online

event registration.

Use recurring giving as an important strategy, have recognition societies

or donor levels to manage.

NGO Connect an application by roundCorner, is a complete paid CRM & fundraising platform for any Nonprofit .It was

released in 2014.

.

COMPREHENSIVE REPORTS FOR

IMPROVED INSIGHTS

More than 250 editable dashboards and

reports.

Supports the organization’s every reporting need.

NATIVE MEMBERSHIP MANAGEMENT

Includes membership lifecycle tracking (new,

renewed, lapsed) and membership benefits

through inventory functionality.

The membership features used to track complex

giving societies or Donor recognition.

ACTION PLANS

Allows users to create action plan templates with

specific sets of tasks .

NGO Connect provides portfolio management and

automatic logging of activities.

EFFICIENT GIFT ENTRY

Ensures efficient creation, design , entry and

review of batch gifts.

Uses Opportunities in a hierarchical structure to

record financial transactions (including pledges

and recurring gifts).

MANAGING ONLINE & OFFLINE

GIVING

Manages all giving types, including

online, offline, major gifts, planned

giving and more so that one can have a

complete view of constituents’ financial support.

Nonprofits that may want to consider NGO Connect include:

• Organizations wanting to see a 360 degree view of constituents. • Organizations with a significant focus on direct marketing. • Membership-based organizations.

• Organizations comfortable with customization.

Solution

Fundraising

Major

Gifts

Online

Donations

Volunteer

Mgmt

Mass

Email

Grant

Tracking

Event

Mgmt

Auctions

Support

Services

Paid/Free

Relea

se

Year

Affinaquest

■

■

●

●

●

●

●

●

■

Yes

2011

Cause View

■

■

■

■

■

■

■

●

■

Yes

2010

NGO

Connect

■

■

●

■

●

■

■

●

■

Yes

2011

Patron

Manager

■

■

●

-

●

■

■

●

■

Paid

2011

Payments2u

s

■

■

●

-

■

■

■

●

■

Paid

2012

Comparison – Fundraising Applications

Functions present in the application - ■ Requires Third Party Application - ●

ZEN4ORCE SERVICE OFFERINGS

Visit www.zen4orce.com for further details about Zen4orce Services & Offerings.

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Commun

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Appexch

ange

SALESFORCE

CUSTOMIZATION

SALESFORCE

AUTOMATION

ADVISORY SERVICES

INTEGRATED SOLUTIONS

CONCLUSION

These Salesforce applications are unique and potentially great for Nonprofits.

They reduce the manual work to be done and provide quality time to make better and more informed decisions. The entire fundraising process

provides control over fundraising activities across the organization from end to end !!

Get in Touch with us :

+16124545031

sales@zen4orce.com

www.zen4orce.com

References :

http://www.payments2us.com/

http://patronmanager.com/

http://affinaquest.com/

http://roundcorner.com/

http://causeview.com/

THANK

YOU