This presentation outlines how Non-Profits can leverage Salesforce as their Constituent Relationship Management to solve their day to day functional challenges.

1. Discover the Connection –
Nonprofits & CRM

2. Table of Contents
1. Introducing NonProfits
2. Functions
3. Challenges - NonProfits
4. Why CRM for NonProfits?
5. How Salesforce CRM can help NonProfits?
6. Get Started with Salesforce CRM - NPSP
7. Product Comparison – Other NonProfit Apps built on force.com
8. Pledge 1%
9. Guide - Non-Profit Terminology
10. References

3. What is a Non-Profit Organization ?
A tax-exempt organization that conducts business for the benefit of the general public without shareholders and without
a profit motive.
Sub Categories: Charities, Foundations, Social Welfare,Professional and Trade Organizations
Non-Profit & Organization Structure
Organization Structure :

4. Functions of NonProfits

5. “How can I make
managing of my
existing Donor
Database easier
and increase
fundraising ?
“How can I
maintain
Constituent
information and
Interactions ?”
“How do I make
data available
from everywhere?”
Challenges in management of day to day operations of NonProfits
Difficulty in
maintaining
Constituent
Interactions
Data
De-duplication
Complicated
Donor
Database
Lack of Centralised Data
How can I make
Data import and
export from excel
Easier ?’’

6. Constituent Relationship Management can address these challenges and
enhance constituent relationships …
Streamlining Reporting
Ease in tracking every interaction
within an organization
Boost Members productivity to
achieve more with technology
Donor Relationship
Management
Centralized donor data enabling
reporting of revenue quickly and
accurately
Higher campaign ROI
Better lead management

7. Salesforce CRM Capabilities mapped to the challenges..
Salesforce CRM Solution Enablers
Business Benefits for
Non-Profits
Donor
Management
Fundraising
Volunteer
Management
Event
Management
Board
Engagement
Non-Profits can proactively cultivate relationships
with new donors and stewarding current donors
Donor retention, engagement
and investment maximized
Enabling gathering of voluntary contributions in the
form of money or other resources. This can take the
form of Grant , Matching Gift, In-Kind Gift , Pledge
Etc
Working with and through volunteers to achieve and
organisation’s objectives
Overall event planning, execution & management
Enabling partnering for Fundraising and policy-
making
Revenue generation
Revenue generation &
Brand awareness for Non-
Profits
• Wider reach in terms of audiences
and donors
• Better community investment and
endorsement
Fundraising,
Financial health of Non-
Profit ensured

8. … Get started with the Non-Profit Starter Pack from Salesforce
An easy-to-use fundraising and constituent management application
on the Salesforce platform
NON-PROFIT STARTER PACK
Series of managed packages, installed on top of Salesforce Enterprise Edition
FEATURES
• Managing Contacts
• Managing Relationships Between Contacts
• Managing Donations, Grants, and
Memberships
• Adding and Managing Donations and
Payments
• Creating and Managing Recurring
Donations
• Managing Soft Credits and Matching Gifts
• Adding and Managing Grants and
Memberships
• Managing Campaigns
• Managing Household and Organization
Accounts

9. 1-1-1 Philanthropy Model
The Heart of Salesforce
Integrated Philanthropic approach the 1-1-1 Model.
Salesforce dedicates
1% of Salesforce’s equity,
1% of Salesforce’s product and
1% of Salesforce employees’ time back to communities around the world.

10. Features Affinaquest Causeview Luminate
CRM
Round
Cause
Non-Profit Starter
Pack from
Salesforce
Constituent Demographics √ √ √ √ √
Donor Management
√ √ √
√ √
Board Engagement √ √ √ √ √
Event Management √ √ √ √ X
Fundraising √ √ √ √ √
Volunteer Management
√ √ √ √ X
Comparison- Top Non-Profit solutions built on Salesforce

11. Keywords Description
Charities
This category includes hospitals, museums, orchestras, private schools, religious organizations,
advocacy organizations, public television and radio stations, soup kitchens, etc
Foundations
A foundation is a legal categorization of Non-Profit that will typically either donate funds and
support to other organizations, or provide the source of funding for its own charitable purposes
Social Welfare
Nonprofits such as National Organization for Women are exempt under 501(c)(4) of the tax code.
Contributions to these organizations are not tax deductible and these groups have greater latitude to
participate in legislative advocacy, lobbying, and political campaign activities.
Professional & Trade
Associations
These include chambers of commerce, business leagues, and other organizations that promote the
business or professional interests of a community, industry or profession.
Clients Clients are the "consumers" of the non-profit's services.
Board
The board is comprised of individuals from the community and, ideally, is representative of the
organizations clients. Law and theory dictate that the board is in charge, and directly accountable for
the overall direction and policies of the organization.
Board Chair A board chair's role is central to coordinating the work of the board, executive director and
committees.
Committees Typically, the board chooses to carry out its operations using a variety of board committee.
Executive Director
The board typically chooses to have this one person who is ultimately responsible to carry out the
wishes of the board. Executive director is directly accountable for the work of the staff and supports
the work of the board committees.
Staff Staff report to the executive director and may support the work of the committees
Volunteers Volunteers are unpaid personnel who assist staff, serve on committees and generally work under the
direction of the executive director
Guide to Non-Profit Terminology

12. Keywords Description
Grants
Grants are non-repayable funds or products disbursed , often a nonprofit entity, educational institution, business
or an individual. In order to receive a grant, some form of "Grant Writing" often referred to as either a proposal or
an application is required
Matching grant A grant that is made to match funds provided by another donor
Donor
An individual or organization that makes a grant or contribution to a donee. Also known as the grantor or grant
maker.
Donee The recipient of a grant. Also known as a grantee or a beneficiary.
Opportunity
(Donation)Rollups
It is the cumulated totals for something like donations over a period of time. Some examples include Total
Number of Gifts, Total Household Gifts, Soft Credits This Year, and so on.
Soft Credit
It is a credit for a donation that someone did not actually make themselves, but acted as an “influencer” of the
donation, rather than as the direct donor.
Matching gift
A matching gift, also known as a matching fund or matching donation is a charitable gift made towards a Non-
Profit Organization by a matching donor (e.g., an employer) under the provision that an original donor (e.g., an
employee) first makes a gift toward that organization
Pledge
A signed and dated commitment to make a gift over a specified period, generally two or more years, payable
according to terms set by the donor, with scheduled monthly, quarterly, semi - annual, or annual payments.
In-Kind Gifts
In-kind gifts are contributions of goods or services, other than cash grants. Corporations are a common source of
in-kind gifts, which are offered along with, or in lieu of, cash grants.
Batch Entry It is entry of Data into batches
Guide to Non-Profit Terminology (Contd.)

13. References
• http://managementhelp.org/organizations/nonprofits.htm
• http://www.salesforce.org/nonprofit/
•https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-
• FAQ
• http://grantspace.org/tools/knowledge-base/Funding-Research/Definitions-
• and-Clarification/glossaries
• http://www.salesforce.org/help/nonprofitstarterpack/

14. For any queries or further information, reach out to us at sales@zen4orce.com