Learn how to simplify fundraising with Nonprofit Cloud. buildOn and TFA highlight how Nonprofit Cloud has made the lives of their fundraising teams easier. Learn about the power of engagement plans and how the Salesforce platform makes it easier than ever to manage donations and gift processes.

1. Fundraising Made Easy with
Nonprofit Cloud
Teach for America: Queen Golder, Laura Reahard
buildOn: Eric Dayton

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Forward-Looking Statement
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3. Queen Golder
Manager, Salesforce Administration
Teach For America
NYC Salesforce Women in Tech User Group Co-Leader
Laura Reahard
Director, Data Quality & Technology
Teach For America
Introductions

4. About Teach For America
We support a thriving alumni
network working to expand
opportunity for all.
We develop leadership through
impact teaching in a low-income
community.
We find promising
leaders.

5. Development Operations at Teach For America
Our Fundraising Ecosystem
51 Regional fundraising teams
230+ National and Regional Salesforce Users
$270M Collective Fundraising Goal between National and Regional
Fundraisers

6. Automating Opportunity and Payment Creation
Problem Solution
Too many online giving platforms diluted
brand message
One cohesive solution

7. Automating Opportunity and Payment Creation
Old Donation Form New Donation Experience

8. Automating Opportunity and Payment Creation
Creates opportunity + payment records
Connects opportunities to their
corresponding campaigns
Matching person accounts based on
name and email address or creates
new account if match not found
Creates tasks for donor follow-up

9. KEY WINS
26% increase in
total donations
collected online
54% increase in
total recurring
donations
Increased User
Satisfaction with
our process
Automating Opportunity and Payment Creation
One piece of our interconnected system

10. Donor Engagement & Path
Using Path & Pipeline Management to Drive Portfolio Actions

11. Eric Dayton
Director of Data Management

12. Who is buildOn?
buildOn’s mission is to break the cycle of poverty, illiteracy and low expectations
through service and education.

13. Who is buildOn?
buildOn U.S.
• buildOn’s Service Learning Programs mobilize
students in under-resourced urban areas to lift up
their communities through intensive local service.
We run programs at 40 high schools in six US
regions: Boston, Chicago, Detroit, New York, the
Bay Area and Southern Connecticut.
buildOn Global
• buildOn works in some of the economically
poorest countries on the planet to build schools in
villages that have historically lacked school
structure. To date we have built more than 1,300
schools in seven countries: Burkina Faso, Haiti,
Mali, Malawi, Nepal, Nicaragua and Senegal.

14. Our Impact

15. buildOn Community Teams
High School and College Students funding and building
schools in solidarity with community members who will
benefit from them.

16. buildOn Community Teams Challenges
Reach High Schools and Colleges where we don’t have staff
Allow teams to engage wide networks of potential donors
Facilitate travel logistics into remote countries
Convert one-time donors into long-term or recurring
Real-time Fundraising Results and Program Impact

17. buildOn Community Teams Solutions
NPSP
Lightning
Classy
Engagement Plans
Lightning App Builder

18. Kuine, Nepal

20. Community Teams Home Page

21. Account Record
Engagement Plan

24. Results
Scalability

27. Contact Record
Engagement Plan

28. Results
4 Year Growth:
73% Increase in Total Giving
22% Increase in Individual Donors
25% Increase in # of Gifts
151% Increase in Schools Built Overall
Community Teams Scalability

29. So…How Did We Get Here?
NPSP
Financial
Force
Pardot
Classy
Lightning

30. How Did We Get Here?
NPSP, 2014
• Migrated from Common Ground
• Integrated Classy to scale School Construction Peer to Peer funding
• Form Assembly to Manage Global Programs integrated with Custom Objects
• Volunteers for Salesforce to Manage U.S. Programs
Lightning, 2018
• Fundraising Migrated January 2018
• Partner Community for Global Program Staff
• Volunteers for Salesforce Lightning Training and Adoption
• Financial Force to provide more robust Program Expense Management, both U.S. and Global
buildOn’s Salesforce timeline

31. Next Steps
Financial Force
• US and Global
• Live Actuals vs. Budget for each buildOn Region/Country and School
Pardot
• Using the foundational systems and Impact Data from both US and Global to engage:
• Existing Constituent Base
• Lead Generation Pipeline
Program Product Roadmap

32. Next Steps
Taroworks for Global Programs
• Offline CRM
• Mobile/Tablet Data Collection
• Impact M & E
• Salesforce Integration
• Go-Live 2019
• Live Impact Data from Field pushed to
Stakeholders
Program Impact Roadmap

33. Tips for Success
Empower staff
• Trailhead, regular trainings
• Requirement gathering
• Power Users
Engage leadership
• Strategic Plan and Operating Budget
• Project/Product Roadmaps

34. Don’t leave empty handed! Resources for you!
Nonprofit Success Pack Demo
bit.ly/npspdemo
Trailhead- Basics for Nonprofits
bit.ly/TrailheadBasics
Learn more about BuildOn
www.buildon.org
NEW Getting Started with
Program Management Webinar
Wednesday, September 12 at
11:00am PST
Register here:
Bit.ly/gettingstarted4