Digital-first Relationship Management fundraising approach with NPSP
Flora Segal, CIO Birthright Israel & Bentsi Brandes, co-CEO ServiceWise
November 21, 2019
לצפייה בהרצאה המלאה … Watch the full session
About Taglit-Birthright Israel
largest educational tourism organization in the world,
which offers a free trip to Israel for young Jewish adults and transforming the Jewish future around the world
700K Participants
100K Israelis
68 Countries
19 Years
$120 Million Annual Budget
$400 Million In GDP impact
Our Fundraising Markets
Largest Market is North America (80% of the funding) – Managed by our Birthright Israel Foundation
Worldwide Fundraising is managed from our operational headquarters in Israel
Our Challenge
Streamline Fundraising Processing around the globe
Have one centralized system with one set of data = one truth
Move away from manual process managed on personal spreadsheets
Why Salesforce?
Flexibility
Work Process Best Practices
Marketing Automation best of breed
Self Service
Continues functionality growth
“Non for Profit” Discounts
Our Solution
Architecture &Tools
Challenges and Workarounds during implementation
Challenge: Manage regional annual goals vs. account forecast, pledges and payments
Solution: de-normalize all data objects into one flat dataset for reporting
Challenge: Data Migration from multiple data sources
Solution: Using Demand Tools to upset information in multiple steps. Invest hundreds of hours for quality QA
Challenge: Issue receipts to payors while acknowledging the actual donor
Solution: Create a Payor account object with master detail relationship to donor account.
When used in payment record, automate receipts via process builder
Challenge: Support multiple country based accounting processes: some which local currency
management and USD exchange rates, some without
Solution: managing two sets of fields for local pledge/payment amounts as well as multicurrency
with USD as the main currency. Overriding vanilla exchange information when receiving
both local and USD amounts from accounting software around the world.
Challenge: process assimilation with the fundraisers
Solution: invest a lot in joint and individual training hours. Provide almost real time support to
users in order to increase their engagement with the system. Invest in mobile layouts
and APP to provide clean and easy access to enter accounts, moved, meeting
summaries and pledges. Get the management on board!
Digital Fundraising
Personalized campaigns for leads and small prospects and donors
Multilingual and multicultural using Pardot
Results and Metrics
30% Donor base increase
12 Countries from 4 continents on board
1,900 Weekly logins
2,000+ Pledges in 2019 reported
340 Substantive moves
$7.1 Million Raised to date
Our Road Map on Digital
Connect to online global donation form
Create SMS donation campaigns
Personal fundraising
Our Road Map on Back-office
Automate individually designed acknowledgements
Bring on more operating countries
Finalize GDPR regulations
Anything is possible with the right team of people using the right set of tools and best practices