frontstream, data & you! our future roadmap - #fscon15
TRANSCRIPT
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June 8-9th | Las Vegas
FrontStream, Data, & You
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June 8-9th | Las Vegas
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June 8-9th | Las Vegas
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June 8-9th | Las Vegas
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June 8-9th | Las Vegas
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June 8-9th | Las Vegas
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FrontStream in 2014
Facilitated $642 million in funding to over 70,000 charities in the US and, increasingly, around the world.
Every single donation has a story.
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A simple action, can have a profound impact on our wider world.
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June 8-9th | Las Vegas
Revolutionizing Philanthropy
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June 8-9th | Las Vegas
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June 8-9th | Las Vegas
Integration better enables charities and CSR teams to invest in themselves
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June 8-9th | Las Vegas
Data to Ask the Big Questions
What do our 3 primary groups of stakeholders need, and how can our data, integrated into our suite of product and services, meet that need and revolutionize philanthropy as we know it?
1. What data do Non-Profits need to better fundraise and build community engagement with their cause?
2. What data do Donors need to make more informed choices?
3. What data do Companies need to produce more effective CSR, both inside and outside the workplace?
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The Answer: An Endless Array of Solutions Powering the Way We Will Transform Philanthropy
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June 8-9th | Las Vegas
Illustration 1: The Workplace Fundraiser
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June 8-9th | Las Vegas
Nonprofits Need Stronger Partnerships with Companies and Their Employees
“NPOs are interested in developing deeper / transparent relationships with corporate giving departments”– FrontStream Market Research
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June 8-9th | Las Vegas
Employee Donors and Companies Need Transparency
“There is a growing expectation held by companies and employees that charitable organizations must demonstrate […] transparency, and impact.” America’s Charities Snapshot 2014
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June 8-9th | Las Vegas
Employee Donors Need Responsiveness
Donors need to know that their employers are listening and that they care. FrontStream Market Research
This donor organized a fundraiser to support the fight against DIPG
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June 8-9th | Las Vegas
Corporations Need to Empower & Engage Employees
Companies want to “empower employees to be internal champions for the causes they care about by […] allowing them to communicate and promote their favorite charities to their peers.” –
America’s Charities Snapshot 2014
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June 8-9th | Las Vegas
The Workplace Fundraiser: What Do We Have?
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June 8-9th | Las Vegas
We Have Compelling Anecdotal Data
“My daughter has a brain stem cancer with zero survival rate and is currently being treated by a team in Bristol. I have been raising a lot of money for them and would love it if the company can support this charity and match with $1,000. They are trying to save my daughter and all children in the world with DIPG. They need support and I hope [my company] can do that. I have been here over 13 years and have always been brilliant. I hope you are able to do matching for the Southmead charity.” Lauren Hill became a symbol for DIPG
after her diagnosis
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June 8-9th | Las Vegas
FirstGiving Revolves Around Compelling Anecdotal Data!
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June 8-9th | Las Vegas
Meeting Needs Through an Integrated Solution
Powerful anecdotal data is collected via FirstGiving Peer-to-Peer platform and moves seamlessly to Campaign Management platform.
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June 8-9th | Las Vegas
Fundraising-Campaign Management Integration
When utilized meets corporate and donor need for transparency Meets corporate need to empower employees to be internal champions for
causesMeets donor need for responsiveness by provided a richer picture of employees’
philanthropy for corporate CSR teams and program adminMeets nonprofit need for stronger partnerships by highlighting their work in more
detail and involving employees as fundraisers and cause champions
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June 8-9th | Las Vegas
Illustration 2: The Nonprofit Development Challenge
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June 8-9th | Las Vegas
Nonprofits Need Unified Systems
“There is a significant amount of pain – in the form of manual processes and integration of disparate systems.” – FrontStream Market Research
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June 8-9th | Las Vegas
Nonprofits Need Better Donor Management Tools
“While management of donor information is critical, the broader need is to manage all constituents interacting with the organization.” - FrontStream Market Research
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June 8-9th | Las Vegas
Nonprofits Need Better Options to Manage Resources
“Organizations sometimes opt for labor investment as headcount/volunteers may already exist and budget may not be available for larger technology investments.” - FrontStream Market Research
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June 8-9th | Las Vegas
The Nonprofit Development Challenge: What Do We Have?
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June 8-9th | Las Vegas
We Have Multiple Systems Collecting Donation Data
$140 Million to Charity in 2014
$400 Million to Charity in 2014
$102 Million to Charity in 2014
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June 8-9th | Las Vegas
We Have Analytics Capabilities1. Education is a core value for one of our clients. The company asserts that “by
supporting literacy and education programs, we can improve countless lives”
2. In 2013, Pitney Bowes employees embraced this value and donated over twice their average donation to educational charities and were more than twice as likely to choose them.
Education4%
2013 Average FrontStream Campaign
Education9%
Corporate Giving Program 2013 Impact Area Breakdown
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Meeting Needs Through an Integrated Solution
A wealth of data can be pushed from any system a nonprofit might receive money from. Analytics and data capabilities can push context on donations into FrontStream CRM to better aid decision making.
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Illustration 3: A Picture of the Future
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June 8-9th | Las Vegas
Meeting Needs Through an Integrated Solution
All donor data from all types of giving can be pushed to and managed in one system. An investment in CRM enhances your investment in raising money through Peer-to-Peer fundraising or other channels.
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June 8-9th | Las Vegas
Strategies Made Possible by IntegrationA large nonprofit signs up for FirstGiving Pro to manage their run/walk events.
That nonprofit utilizes the product’s “Corporate Team” field.
20 of your employees sign up for the run and enter you as their employer.
With consent that data is collected and passed to your dashboard in Campaign Management allowing you to make decisions about further involvement or support to boost your engagement efforts.
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June 8-9th | Las Vegas
FrontStream as Matchmaker:Revolutionizing Philanthropy
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June 8-9th | Las Vegas
Product Unveiling2015 and Beyond
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June 8-9th | Las Vegas
Village Square
ProsperityStation
Country Manor
Forest Gate
Agro Farm
Town Center
First Town
Central
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June 8-9th | Las Vegas
Volunteers
Direct Mail
Corporate Giving Program
Gala Events
Peer-to-PeerFundraising
In Tribute Giving
CRM
Recurring Gifts
Databases
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June 8-9th | Las Vegas
Volunteer Solutions
FundraisingPro
Campaign Manager
FirstGiving
ArgoFire
NPO Connect
FastTransact
CRM
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June 8-9th | Las Vegas
How Our Strategy Drives Our Development
Every day we are looking at ways to collect, integrate and leverage data across our
products what will benefit clients
Collect Integrate Leverage
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June 8-9th | Las Vegas
Building a Philanthropic PersonaSusan
38 years old Floridian Works for a National Company Contributes $1300 to cancer research
annually through payroll deductions Volunteers at the local SPCA Participated in the 2014 NAMI walk Sponsors Friends participating in other
events
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June 8-9th | Las Vegas
Non-ProfitsImportant for…
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June 8-9th | Las Vegas
Giving Days
Setting up a Giving Day page has never been easier
• Easily create and maintain a giving day page with video, photos and more
• Mobile Ready with a clean, simple, donation process
• Real-time totals, leaderboards and reporting on the progress of the day of your campaign
Collect
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Intelligent Donation EngineLeverag
e
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June 8-9th | Las Vegas
Project Fundraising
Whether its to Build Something or Buy Something, we have you covered
• Project pages make gifts more tangible, whether you prefer video, photos, or text.
• Creating a great campaign page takes only minutes with our simple editor
• Leverage the power of crowdfunding under the trust and security of the FirstGiving platform
CollectComingQ2
2015
Help Us Raise Money
for …
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June 8-9th | Las Vegas
FirstGiving in Canada
86K Canadian Charities can now get Donations without lifting a finger
• Leverage FirstGiving’s aggregation platform to accept online donations without a merchant account
• Use FirstGiving’s paid event registration and peer-to-peer capabilities to fundraise for any recognized charity
• Automatically send compliant tax receipts
CollectComingQ3
2015
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June 8-9th | Las Vegas
Event Based Volunteer Management
Manage Volunteers as part of your Peer-to-Peer Event• Setup & Manage Jobs, Openings and Timeslots for Event Volunteers• Display Volunteer Opportunities on the Event Home Page• Volunteers Registers for Open Jobs Directly from Event Page • Email Confirmation sent upon Volunteering
CollectComingQ2
2015
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June 8-9th | Las Vegas
CollectComingQ3
2015 Peer-to-Peer…Anytime, Anywhere
Registration Donation Fundraising
48% Traffic Is
From Mobile
Device
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June 8-9th | Las Vegas
Next-Gen Online CRM
Built from the ground up with Non-Profit needs in mind
• Nothing to install or Maintain
• Integrated with all FS Products
• Centralized Location for Managing Donors, Fundraisers & Volunteers
• National / Chapter Permissions
• Simple & Responsive UX Design
IntegrateComingQ1
2016
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June 8-9th | Las Vegas
CorporationsImportant for…
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June 8-9th | Las Vegas
New UI for your Employee Engagement
Employee engagement has never been easier
• Ability to display multiple causes
• Ability to mark causes & nonprofits as favorites
• View donation trends and statistics
• Implemented online shopping cart style experience
Collect
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June 8-9th | Las Vegas
Employee Driven Fundraising
Employees are already doing it, but now corporations will have insight into which
causes are important to them
• Empower employees to raise funds for their personal causes
• Empower employees to donate funds to causes started by their friends at work
Integrate
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June 8-9th | Las Vegas
Consolidated Distribution Database
Leverage
Clean and Consolidated Charity & Education Database• Consolidated over 200,000 duplicate NPO records• Integrated & Consolidated Charity database that includes all IRS 501c3, 501c4 and other registered nonprofits • Upcoming plans to integrate K-12 education institutions• Upcoming plans to incorporate international nonprofit organizations
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June 8-9th | Las Vegas
Matching for Giving and Volunteering
ComingQ3
2015Collect
Online Match• Donations
Made using Designation in CM
Offline Match• Donations
Made Direct to Charity
Volunteer Match• Dollar for Doers
match on volunteer hours logged
Tiered Match• Associated with
Volunteer hours logged
Unified Match• When matching
is shared between volunteer hours and pledges
Campaign Management Will Support Several Types of Matching
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June 8-9th | Las Vegas
Volunteer Event Management in CM
ComingQ4
2015
Organize and Host Employee Volunteer Events
• Create company sponsored volunteer events via Campaign Managements administrative portal• Employees register for company events via Campaign Managements donor portal
Integrate
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June 8-9th | Las Vegas
Evergreen Payroll Deductions
…• …
ComingQ1
2016
Don’t Hold Employees Back from Engaging in Corporate Social Responsibility Programs
• Make new payroll pledges at any time of the year• Add new employees to the online pledging platform at any time of the year via the HR file imports• Employee has the ability to edit and/or cancel payroll pledges at any time
Collect
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June 8-9th | Las Vegas
Bringing it all Together