Learn about the various amazing fundraising applications built on top of Salesforce Platform. Applications that address the limitations of NPSP and help exceed the Fundraising goals of NonProfits. Explore the applications, its features and see what suits you best !!

1. Fundraising
Applications
For Nonprofits

2. 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

3. 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

4. TOP
FUNDRAISING
APPLICATIONS
BASED ON
SALESFORCE
PLATFORM

5. 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

6.  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 .

7. 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.

8. Good option for organizations using Major Giving and Planned Giving
as primary fundraising strategies.

9. 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.

10. 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.

11. 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.

12. 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.

13. 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 - ●

14. ZEN4ORCE SERVICE OFFERINGS
Visit www.zen4orce.com for further details about Zen4orce Services & Offerings.
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ADVISORY SERVICES
INTEGRATED SOLUTIONS

15. 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/

16. THANK
YOU