[0:04]Hello, everyone. My name is Taylor Bug and I am the marketing coordinator here at Cloud for Good, and thank you for joining the introduction to Nonprofit Club for Fundraising Webinar. For those of you who don't know Cloud for Good yet, first off, welcome. We're so happy to have you today. We are a salesforce implementation partner who helps those in the nonprofit and education spaces create more value. We do this by bringing over 10 years of experience working with every cloud, every use case to our implementations, and we're innovating with our proprietary accelerators, which you can see on the screen here. And these have been created based on our learnings from each implementation across all clouds and use cases. These accelerators are designed to provide our clients with an initial starting point for key configuration and increased time to value by allowing us to streamline our implementation timelines. And enough for me, I'm so excited to introduce today's subject matter expert, Ryan Blake. Today, he's going to be walking through fundraising on the nonprofit Cloud. So with that, I'll pass things over to Ryan. Awesome. Thank you, Taylor. Um, hi everybody. Thanks for joining us today. Um, I am excited to be here, uh, and as Taylor mentioned, I'm, uh, the solutions engineer here at Cloud for Good. Um, and my role is to, to dive and live into this technology. Um, so this is an exciting one for me with, uh, non-profit cloud and kind of where it's gone. Uh, my background, uh, for context, uh, is really been centered within the non-profit and higher education space. Um, it's where I've spent most of my, or all of my professional career, to be honest. Um, and I've been at Cloud for Good for about two years now. So I've been really engaged with, uh, Salesforce and what Cloud for Good is doing as they have gotten into this non-profit cloud environment. Um, and to understand what it has opportunities to do, particularly within the fundraising space. So, let's just jump into it. Um, and as we get into this and talk about non-profit cloud fundraising, I know we have a variety of people here, and I would love to get a sense on, like, what are you using today? Um, so Taylor's going to pop up a poll. Uh, we'll give you a couple moments to, to dive in and, and really give us a sense of, what are you using today?
[2:50]Um, so that we can kind of direct the conversation more to, uh, to, to you all who are listening today.
[3:09]So, as we get into it, what I do, uh, where I want to start is really talking about, um, kind of the history that Salesforce has had within the nonprofit sector. And how engaged they've been to where this isn't, this isn't a new venture for Salesforce. So as I get into that, I really want to start going back all the way in 2008, if you remember where you were. Uh, in 2008, right, this is when Salesforce.org was founded, and part of the reason why this is important is really thinking about Salesforce making an investment to start at that time a separate organization to support the nonprofit and education community. Particularly with how they are leveraging Salesforce to build community and to build an environment that is going to allow those organizations to thrive with their, uh, platform solutions. Pull over into 2014, is where we see NGLC Connect, uh, a formal dev, uh, partnership was developed with Salesforce.org. Uh, this is, this was a solution, a nonprofit fundraising solution that was, uh, created by Round Corner. So it, uh, was created by Round Corner, which Salesforce ultimately acquired, um, but it was part of what Salesforce.org saw as an opportunity to be able to have a solution provided by Salesforce that was working seamlessly with the platform in a managed package to ensure that organizations had a tool that they didn't have to custom build themselves, but they could help really move them along and and facilitate their processes. Simultaneously, I would say, the community was already having a lot of conversations around finding a solution that's going to meet their needs directly. So this was, uh, in addition to what NGLC Connect was providing, um, and ultimately came out and developed to be the non-profit success pack. This was in 2016, so this is now what seven years ago, um, and originally, I believe it was called the non-profit starter pack. Uh, to get nonprofits really up and running, uh, using Salesforce, uh, for more some of their most common needs. Um, and I think what was exciting about this and why many of you are using it today is that this was a community collaboration, uh, particularly amongst just those within the nonprofit community where Salesforce then started to invest their time and resources to continue to empower and support that managed package as well. Come now to today, or really this last year, being that it's now 2024, um, we have non-profit Cloud on core. And what this now means, uh, for those who are unfamiliar, is being on core is that this is now a part of the native functionality that is existing within Salesforce. There is no additional installation process or managed package to be able to, uh, support the non-profit cloud solution, but it is something that is now regularly being developed and iterated on, uh, with every release that is coming, the spring release, uh, I think webinar or some some information was coming out today, which is really exciting. Um, but I would say this is all now generally accessible. So, when we think about what Salesforce is as a platform, a lot of the excitement that people have around it is being able to have a core solution that facilitates a lot of processes where you can automate and then be able to build on top of that to make it meet your needs.
[6:23]Non-profit cloud is now a part of that core that we can continue to iterate and build on and it's going to provide a lot of functionality that is looking at cross industry solutions to bring those in and really expand what that community has looked like, uh, beyond what, what the, um, what it was before. So, I would say this has been Salesforce has been at this for a long time and has engaged a lot of partners, a lot of community members to really make what non-profit cloud is today. And again, reasons why I think we should be excited. When we dive into the fundraising specifics of what's in non-profit cloud fundraising, we're going to see a lot of the common functionality that we see within NPSP. But we're also going to see a lot of, uh, the things that we would expect, like constituent management, being able to have a supporter profile, support major and planned giving and do relationship management. But now we also have other, uh, other things that we haven't seen before, which is right, source code tracking, or refund, being able to do refunds and track those in really meaningful way. Um, and then doing again, the things that we would hope for, like engagement or action plans, uh, to, to steward, uh, particularly major donors along, accounts, or just individuals. Now, the other piece of this with non-profit cloud generally is that when you get non-profit cloud, even if you're just using it for fundraising, you are still getting program and case management. You are getting outcome management and then grant making all have the opportunity to be a part of what you're utilizing within the broader scheme of what non-profit cloud is as a solution. So, you're getting a comprehensive solution, even if you're just using it for one element, you can use the other elements to support some of your initiatives and strategies, um, comprehensively, without having to go through a completely separate installation or package process. All of it is a part of, uh, uh, the core solution of non-profit Cloud within Salesforce. Now, the focus of today is really on fundraising. Um, there's really three primary areas of which, uh, fundraising, I really highlighted as part of this. Um, and you'll see them on screen here, and this first one is about major and inbound grants. This is where, for those of you who are using NPSP, are going to see some differences, particularly in how things are structured, um, but a lot of it has intentionality and purpose. So when we break these down and we look at what major and inbound grant processes are doing, it's leveraging the core opportunity object that we see in in normal, I would say, common Salesforce, or sales cloud is some more for to it. Um, is really intentional about supporting the process and the cycle. So it's thinking about using it to start to facilitate a relationship and tracking the movements of that relationship. Uh, it's about the, um, applications, so when you're applying for grants, for funding to be able to come in, tracking the steps and in the needs and who's associated to that and how much you're expecting getting versus what you might be getting. Once that agreement has come, uh, that agreement or that application has been received and accepted, um, or the agreement has been made with the major donor, right, this is where it now commits, uh, creates a commitment. And this commitment record is the pledge itself, saying that individual is committed to giving this amount of money, and if it has a time schedule to it, creating that schedule ahead of time, so that as each payment comes in, it creates an individual transaction to track each payment that's been made across the board. This is what we're going to see similar now if if we move over to recurring recurring gifts, um, and that the opportunity is now not leveraged as part of this, it's just the commitment. In an ideal world, somebody would create a commitment that has, uh, that doesn't have an end date because they're just going to give every month over and over again. Um, but again, the commitment is saying that the individual is planning to make a commitment on a monthly basis to be able to donate $50 as an example, uh, to a particular fund, and that each time a payment is made, that transaction is being associated to that commitment. And then the last one here is just being able to track individual one-time gifts as individual transactions. So the common theme across all of these now is tracking the individual payments that have been received as a transaction record, which is a then individual process. That I would say, is very short in this process. But then you have the commitment that's facilitating a different process, making sure that we are keeping the functionality at a core of what it's trying to do and having the right relationship model associated to it. And then again, keeping the opportunity and the process is associated to facilitating a, uh, opportunity there where we can now leverage not just what we want to do in terms of managing the funds. But we also going to leverage other functionality like forecasting, uh, forecast management, um, or other reporting needs that we might have to really be able to measure what, uh, what our organizations is intending to receive or is receiving, uh, throughout the throughout the year. So, I'm going to stop talking and I'm going to get into some of the demonstration of it. So, as we get into the demo, I'm going to focus on three kind of key areas. Uh, the first one is going to be really just highlighting what the constituent engagement and supported 360, that profile looks like. So when you log in, what are some of the differences or nuances, again, for those who are in NPSP, what does it look like to actually manage a relationship with a, with a constituent? We're going to then dive into opportunities and gift commitments, um, and then go through what gift processing looks like and some of the associated analytics, uh, and insights and summaries that we'll see, um, in association to campaign management. Now throughout this, as I go through the demonstration, I am going to be highlighting, uh, some of the cloud for good accelerators that we have and things that we see as needs to the solution to make sure it's functioning to support processes. And for those who are new to Salesforce, one of the things that we often get excited about is the configurability of Salesforce and that what we see today, things can be configured to meet your needs. Uh, so that if you want to rearrange the, the page itself, those are things that are, that are, um, easily able to do, uh, so that you can see the information up front and what you want. So, let me jump over into the demonstration, and I am going to be, um, focusing on representing Cloud for Good Foundation. And in here, we're going to look at Alicia Lee. So you should be seeing my screen. I'll wait for Taylor to tell me if we're not, but I'll keep going. Um, so, you should be seeing my screen of Alicia Lee. And on here, we get really, uh, an immediate impact of who Alicia is. And I think the first thing that we get met with is a profile picture. Um, this seems very small, but I think having those images, uh, is something that we often want when we think about how we're stewarding relationships, or understanding who it is we're working with. And then we're also getting a quick overview of some of the key information of who Alicia is and what our giving has been. So these summaries are showing what she's given over this past year. Now, remember, it's 2024. So her current gift count for this year is zero. This is all being summarized and rolling up from all the different records that we have assigned to this, so thinking about the, uh, gift commitments as well as the, um, individual transactions. Uh, and aggregating this leveraging a tool called Data Processing Engine, how this is summarized and rolls up is something that comes with non-profit cloud out of the box and is just something you can run on a regular basis. And when this runs, it's going to aggregate the totals and we can get that overview right up front. Going through the other things that we see on the screen, I'll just, I'll just call out quickly, is this action launcher, being able to quick create or get to any, uh, automated flow, um, any quick action in a really easy way by just typing it in. All of them becomes accessible, um, which limits the number of buttons that we have to have at the top, which I get excited about as a former admin, um, that we can still get to the things that we want to to make, uh, using the system that much easier for our end users. But we can, uh, we don't have to flood the page with the number of buttons to be able to scroll through a long list of things because they're all available within the action launcher. The other things we'll see is a fundraising timeline, open activities, uh, in terms of tasks that we need to follow up with. And as I continue to paint this picture about who Alicia is, we can keep scrolling through and see other engagements. So we on one page, we're able to see comprehensively what has Alicia's engagements been throughout her entire, uh, life cycle with our organization. So, events that she's registered for that she attended the Winter Gala recently, the invites and appeals that we've given, uh, over the last, uh, six months, being able to see individual life events. Um, this is something I know that has been able to be tracked, but being able to do this in a visual manner is very easy for me to be able to pick up the phone or see it in a sequential order to say, like, oh hey. Um, you know what, it's almost the anniversary of when you've adopted your daughter. I can actually click on this record. Oops. I can actually go to it, and I can actually do an action from it itself to say, I'm going to send a quick email to say, hey, just want to say congratulations on the on your adoption that happened now five years ago. Um, right, or being able to do the same thing with an email. Because these are our representation of individual records that are being created, this is actually going to allow for segmentation. So as we think about wanting to automate some of this communications, so if it's automated birthday messages, or automated tasks to do birthday messages, it's that much easier to be able to filter through the type of records and information we want to do for particular purposes. Relationship management is the other piece, so we can use, uh, and support how the organization is associated to us. But we can also get a visual representation of the, how the individual is associated to different records and organizations within our Salesforce database. So, in this, when we're looking at Alicia, we can see that she works at Green Steel. Can even expand this further to see not only does she work at, um, uh, Green Steel, and if you actually noticed on the lifetime events, she started the company. But she also has a relationship with James Rhodes, uh, who's an influencer and happens to be a CTO, uh, as part of the organization. We can see an opportunity that was created for a major gift, which we'll come to later. We can see people to people relationships, so really being able to associate, uh, what we used to of the, um, relationship record, right, and that the organization's being affiliations. And then being able to manage households at the same time, and see who are the members of the household. Now, this is called the action relationship, um, actionable relationship center because from here, it's not the just about the visualizations. It's about being able to create things from here as well. So from here, I could create a brand new opportunity and facilitate the next steps of the process. I can manage and change some of these relationships as needed if they do change, um, so it makes it a very intentional to see the visuals, but also be able to build and and change things as you're working through it. When we look at the other piece about, uh, notes and files, um, the term where I come from, uh, with my higher background is doing contact reports. Um, but as we're tracking just individual engagements, right, we can still use things like activities, um, with with logging a task or logging a call. But we all now have interaction summaries, which provides us enhanced functionality to do more. So when we're thinking about individual conversations. In this case, we have a lot of individual ones in terms of people who are there, but in this case, there was two people who were there, they each have individual notes that they were taking as part of it, which could show up on this record. And from here, we can actually create new activities as follow-up tasks from each individual conversation or tag them with additional interests that we want to be able to capture as part of Alicia's record itself. So this this conversation, this capturing the conversations gets broadened and expanded even further. And we can do that through some really quick ways. So if I were to create a quick, um, conversation, I could type this in. Um, we'll just do it really simple for right now. Make sure it's associated to the right person. If somebody else was entering this for me, just based on how you're organized, I could do, we could do that. Um, and then being able to control the confidentiality type. And this is where I see a lot of, uh, questions about how do I make sure I can keep certain things secure, um, but also they have access to other things. So it's not a you only can see you can see everything or nothing. Um, it becomes an opportunity to leverage the core functionality of Salesforce and its security by leveraging this confidentiality type. So, we'll just close out. So, um, as I continue to move through this, we also have the action plans, and I mentioned this and the idea behind action plans is creating a pre-built template. By just go into this, a pre-built template that has tasks associated to it, or documents that we want to be a part of it, to facilitate each step of the process. So you saw earlier, there are some open activities about a VP call as well as about, I believe, scheduling a meeting. Um, those can be assigned dynamically, and these start to facilitate, create that standard facilitation of next steps for certain cycles of the process. This could be used for individual donor engagement, as well as for corporate, uh, engagements, or any other tasks that you might want to do internally, like facilitating a communication plan, planning an event, um, this can be expanded as thorough as what some, uh, those of you who are using NPSP, uh, are doing with engagement plans. Now as we get over to gifts and opportunities, this is where we see that structure of what I, uh, was talking through before. And I'm not just given the time, I'm not going to go through creating it, but if we go into, uh, the opportunity itself, this is where we can see that's, uh, facilitation of walking somebody through a process. So if we've been doing if we have a research process where we're saying, hey, this is potentially somebody I've identified, um, as being able to make a major gift, we can create that opportunity and now we can start to walk through this process to do the cultivation, uh, solicit an actual number. Start tracking, uh, what the requested amount is, so we can actually do comparison of what did we request versus what did we actually sign, knowing that we're, there's potentially a contractual agreement to it. And then as part of some of the Cloud for Good accelerators that we have here, is being able to automate this process so that once we get to that final stage of the opportunity, we automatically create this gift commitment, in which we can then create the, uh, gift schedule in terms of when those funds are going to be created and allocated to, uh, the the, uh, default designation. Uh, that would the individual wants to give to or split those designations itself. So, this is what we see in terms of that facilitation of process. And actually if I go back, and we look at the roll up, some of you might who are really good at math and really quick at it, might say, why isn't there any? Because I see a transaction down here, this is actually unpaid. So, Alicia hasn't made her payment, which is going to lead me to the next thing of we have not entered her payment into Salesforce quite yet. So if I jump over, I'm going to jump over to, uh, gift batches, and more so want to talk through what this looks like in this experience. So, when we're doing gift processing in non-profit cloud, um, we are still doing similar things to what we saw in NPSP of creating a batch itself. Being able to do some estimations on how many gifts we have, uh, what the estimated value is. And then create have the ability to create these individual entries. So, in this case, I can select an individual household. I can select Alicia. It's going to pre-fill the information that it has on Alicia. I can say the received gift date in which a check came around the 12th. And here we can see that it's going to pull up that matching commitment that we were just looking at as unpaid. Um, and we can make sure that that's going to be associated to that gift commitment as part of that process. Now, if we are using outreach source codes, which are intended to be able to track individual efforts and roll up summaries to what type of gifts are being given based on our outreach efforts. So if this is about a, um, email, like we sent an email about an invite to an event and want to be able to donate, it's going to automatically associate to the campaign. I can, uh, identify that she sent a check for 2084. And here it's going to fill in the designation that was associated to that commitment. I can also add soft credits as part of this process. So if I wanted to associate it to, uh, Alicia's partner. I can go ahead and do that, give it a role as a household member and make sure that that's a 50% split. So this is how we can start to build that profile. Once this gets, uh, created, and the overall transactions, all these individual transactions get processed. I'm going to look at some processed ones. We can go in and we'll see that the gift entry that was created, that's associated to a campaign, as well as a source code, creates this gift transaction record. That's now associated to the donor themselves. And in here you can see because there's a campaign and outsource code relationship. We can go in and we can see a roll-up summary of all the gifts that were given associated to this source code, comprehensively on this record. And if we get go up even a step further, uh, and look at the campaign and the effort that it was happening here, we can see a summary of all the source codes and all the gifts that were associated to the efforts that were associated to this initiative. So this is where we start to see some of those analytics on impact. So as we are thinking about are all of the email, are all the emails we're sending, are they worth it? Um, we can start to track that in a really impactful way and, uh, I think, uh, you know, in some spaces, they'll say, you know, using the mail is not as impactful. And I think it's actually been the reverse of that. Of mail has been shown more impact, particularly when we make it easy to give donations, whether that's a QR code or a quick link for them to be able to click on, um, and be able to check out that process. These source codes are going to be able to track which efforts are and be able to tell you the full story of where we should be putting our efforts overall. So, I'll jump back into the presentation. I know we have a couple questions coming in, so I want to make sure we, we get to some of those. Um, but just a overview and and the idea of what we're looking what what we were looking at and what we're really talking about is being able to empower you as an organization to really get that full perspective of the supporter engagement, leveraging core functionality within Salesforce. We also are able to see that we can facilitate different types of giving, uh, supported and modeled to support those individual processes associated to it. And that non-profit cloud fundraising does support that cross-team engagement, um, with different solutions, but also, um, the analytics that are going to tie those things together to really build that true profile.
[23:48]So, how do we get started? I think this is the biggest question we probably get asked is what is the transition look like from NPSP to NPC. Or even thinking about that from Raiser's Edge, um, or another solution. And I would say, the first thing is to consider what your current environment, not necessarily what it is, but what it looks like. And really thinking about is are, are you in a position to where, um, the technology you're using is challenging? Um, you are trying to overcome some of the, um, solution, uh, fatigue in terms of how many things you're bridging together. Right, I would say, start considering what those things look like and then start planning on what it what considerations we have for how much data do we have? What are the resources we have internally to help support a project, uh, in terms of getting set up on nonprofit cloud? And even what kind of processes are we doing today that we're even already considering that we might want to evolve, um, as we come in, uh, come into a new year. As I say all of that, some of that is hard to just comprehend while living in a day to day. And I think this is where finding a partner that not just understands the technology of non-profit Cloud, but also understands what you do on a data basis. Uh, and what fundraising looks like in your space becomes, uh, vitally important. So, while there is a, uh, right, Cloud for Good is one of those partners, um, who has tons of experience, um, I believe I just heard over yesterday, we've done over 100 Raiser's Edge migrations. Um, to be able to get individuals onto non-profit cloud, so we have accelerators, particularly built for that. We're already starting to transition, um, customers from, uh, the non-profit success pack to NPC and make sure that they are able to keep doing what they do while we get them set up on the new solution, so they can continue to evolve and the innovation, uh, that their organization is aspiring towards. So, that is what I got for today for an introduction. I know we have some questions coming in. Yeah, thanks, Ryan. We did have a few questions come in during your demo. So we'll start off with those, but please continue to submit your questions using the Q&A box. And again, if we don't get to all of them, we will follow up after the webinar, but I want to thank everyone again who was able to join us today. I will be sending out a recording of today's webinar, so be on the lookout for that. And our next webinar in this demo series is going to be next Thursday. Um, and we'll be showing a demo of program and case management tools on the nonprofit Cloud. So I will put a link to that in the chat right now. Um, and if you do have any additional questions, please do not hesitate to reach out to us, and thank you all again, I hope you have a great rest of your day.
