The Doe Fund, a New York City workforce development agency, gains efficiency and savings by using the expert services of CDS Global. From developing lists of likely donors to processing payments, recordkeeping and mailing acknowledgements, CDS Global manages donor contributions with courtesy and care. Like The Doe Fund, all of our nonprofit clients get superior service from donation systems that can include data capture, data analytics and exception handling, while often reducing operating costs. This customer support goes far beyond simple outsourcing of tasks to some discount vendor; our clients benefit from professional expertise, sophisticated software and specialized business solutions developed exclusively by CDS Global and tailored for specific needs. For more information, visit: http://cdsglobal.com/industries/nonprofit

1. CDS GLOBAL SOLUTIONS
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case study
Nonprofit
The Doe Fund
You can imagine
how much time this saved
us. Four years ago, we
had four people working
with Raiser’s Edge, (the
popular fundraising
software). One person
would focus on gift
processing, working in
batches. But it was too
much for one person to
manage.
“Ready, Willing & Able.” That’s the core program of The Doe Fund, a New York nonprofit that
provides training, work experience and counseling for people who are rebuilding their lives after
prison, homelessness or addiction.
The Doe Fund’s programs serve more than 1,000 people daily, including more than 700 in Ready,
Willing & Able. About a third of the agency’s funding comes from private donations and a similar
amount from contracts with businesses and public entities for services such as cleaning and trash
pickup. In fact, Doe Fund crews collected 9,250 tons of trash last year.
CHALLENGES
Predictably, December is peak season for charitable giving, and in
December 2013, the agency received 5,743 gifts. CDS Global processed
4,198 of those, and The Doe Fund handled the other 1,555 “key
accounts” internally on a personal-relationship basis.
They used to do it all in-house – or tried to, says Shannon Catauro,
The Doe Fund’s development manager. But with the flood of December
donations, she says, “We would still be entering gifts and sending
acknowledgement letters in February.”
That kind of delay reduces the efficiency of cash flow and inevitably
frustrates donors who are unsure their gift has been received and
used. But that’s a common dilemma among nonprofits. In their zeal to
restrain costs, charities are often understaffed and overwhelmed.
SOLUTIONS
At The Doe Fund, help arrived through their director of information
technology. The IT team had seen a CDS Global webinar and recognized
the potential for greater efficiencies within their program.
Preliminary discussions quickly led to collaborative efforts and tentative
solutions. “We decided to handle some donor relationships internally,”
Catauro says, “but we were quickly able to identify areas where a third
party could take over.”
THE DOE FUND
232 East 84th Street
New York, NY 10028
www.doe.org
†† DATA CAPTURE &
ADVANCED IMAGING
SOLUTIONS
†† DONATIONS PROCESSING
The Doe Fund
Shannon Catauro
Development Manager
The Doe Fund
†† DONOR ACKNOWLEDGEMENTS
& MAILING SERVICES
†† ELECTRONIC CHECK PRESENTMENT (ECP)

2. case study
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Nonprofit
The Doe Fund
The CDS Global professionals spent a lot of time making sure that the
solution was tailored specifically to The Doe Fund’s needs. “CDS Global
obviously had many experts,” Catauro recalls.
The Doe Fund solution included:
• Data Capture & Advanced Imaging Solutions
• Donations Processing
• Electronic Check Presentment (ECP)
• Donor Acknowledgements & Mailing Services
RESULTS
Sharing the load has allowed her team to focus on cultivating donor
relationships, according to Catauro. “This arrangement has saved us a
lot of time,” she says, adding “and our sanity.”
Today, The Doe Fund’s donations, deposits and acknowledgements are
handled promptly. And Catauro now has access to an output report
that she finds invaluable; it’s tailored to her needs, so she has up-to-
date information on current donations and recent trends in various
categories of donors.
The Doe Fund continues to benefit in multiple ways:
• They save money by needing less staff time on tasks apart from
their primary mission.
• They save more money by using CDS Global’s mailing services and
lower postal rates.
• They enjoy a more robust donor list, with the most likely potential
donors identified by CDS Global’s Prospect Insights solution.
• Their acknowledgements are sent sooner, keeping donors loyal.
• They escape the burden of “dirty transactions,” those requiring
manual processing such as gifts with personal letters attached.
CDS Global manages those directly, removing those tasks and
headaches.
That’s all great from The Doe Fund’s perspective. “I can’t stress enough
how much easier it makes it for us,” says Catauro, “knowing this is
being handled so well and so quickly.”
Improving Communities
and Lives Gone Wrong
“The men in blue.” That’s
how New Yorkers refer to the
hard-working teams who wear
the signature color of The Doe
Fund. On public works projects
throughout the city, they’re
hard to miss. Also hard to miss
is the work they do, within
their communities and within
themselves.
Participants learn personal and
job skills and receive real-world
work experience. Last year, more
than 400 graduated, emerging
from the program with full-time
jobs, homes, sobriety and fresh
hope for a brighter future.
Batchtrack Report:
Information is Power
Every enterprise needs real-
time data to understand how
their operation is performing.
Nonprofits rely on vital, timely
information on transactions,
deposits (including payment
method), and other donor
data from CDS Global’s daily
Batchtrack Client Deposit Report.
The Doe Fund’s Shannon Catauro
says she uses this report
constantly to stay on top of
cash flow trends.
REVISED: 05.30.14
SOLUTIONS CONTINUED