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Donation Management for
                                             Government Non-profit
Company: San Francisco Recreation & Parks
Opportunity: Donation Management
Vertical: Government Non Profit

     Challenge                              Solution                         Benefits
?
    SF Parks is a non profit providing      Donation and Donor workflow
                                                    .                        Mansa aligned complete donation
    clean, safe and fun park                process has been implemented     process for SF Parks as per their
    experiences . Donations were their                                       specifications, which now involves
    source of income & they wanted to                                        no human intervention to store
                                            Reports have been generated to
    manage them through Salesforce.                                          data in different fields
                                            provide donation summary each
                                            quarter
     They needed to streamline and                                           Separate agent accounts were
    segregate donation process,                                              made which had details of all their
                                            Agent donations and direct
    through agents and direct                                                collections to process gifts and
                                            donations are tracked and
    donations, since it was difficult to                                     commissions automatically
                                            reported separately
    keep track of gifts & commission for
    agents.
                                                                              For donors paying through
                                                                             installments, automated email
    SF Parks wanted to implement                                             reminder too was incorporated
    modes of payment for e.g. monthly,                                       saving manual effort to churn out
    quarterly or so for all donors.                                          data each month

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Sf recreation & parks government non-profit [compatibility mode]

  • 1. Donation Management for Government Non-profit Company: San Francisco Recreation & Parks Opportunity: Donation Management Vertical: Government Non Profit Challenge Solution Benefits ? SF Parks is a non profit providing Donation and Donor workflow . Mansa aligned complete donation clean, safe and fun park process has been implemented process for SF Parks as per their experiences . Donations were their specifications, which now involves source of income & they wanted to no human intervention to store Reports have been generated to manage them through Salesforce. data in different fields provide donation summary each quarter They needed to streamline and Separate agent accounts were segregate donation process, made which had details of all their Agent donations and direct through agents and direct collections to process gifts and donations are tracked and donations, since it was difficult to commissions automatically reported separately keep track of gifts & commission for agents. For donors paying through installments, automated email SF Parks wanted to implement reminder too was incorporated modes of payment for e.g. monthly, saving manual effort to churn out quarterly or so for all donors. data each month