FrontStream, Data & You! Our Future Roadmap - #FSCON15
•Download as PPTX, PDF•
1 like•389 views
2015 is proving to be a transformational year and big things are in the works! We will kick off this year’s conference with a discussion about how FrontStream is revolutionizing philanthropy by building a completely integrated ecosystem of solutions. Eliminating data fragmentation is key to developing sustainable and highly effective programs and this talk will provide direct insight into our plans to help our clients and partners achieve this from a conceptual and practical perspective. Originally presented at FrontStream Philanthropy Solutions Conference, June 8-9, 2015
Recommended
More Related Content
Recently uploaded
Recently uploaded (20)
Featured
Featured (20)
FrontStream, Data & You! Our Future Roadmap - #FSCON15
- 1. June 8-9th | Las Vegas FrontStream, Data, & You
- 2. June 8-9th | Las Vegas
- 3. June 8-9th | Las Vegas
- 4. June 8-9th | Las Vegas
- 5. June 8-9th | Las Vegas
- 6. June 8-9th | Las Vegas
- 7. June 8-9th | Las Vegas 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.
- 8. June 8-9th | Las Vegas A simple action, can have a profound impact on our wider world.
- 9. June 8-9th | Las Vegas Revolutionizing Philanthropy
- 10. June 8-9th | Las Vegas
- 11. June 8-9th | Las Vegas Integration better enables charities and CSR teams to invest in themselves
- 12. 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?
- 13. June 8-9th | Las Vegas The Answer: An Endless Array of Solutions Powering the Way We Will Transform Philanthropy
- 14. June 8-9th | Las Vegas Illustration 1: The Workplace Fundraiser
- 15. 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
- 16. 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
- 17. 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
- 18. 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
- 19. June 8-9th | Las Vegas The Workplace Fundraiser: What Do We Have?
- 20. 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
- 21. June 8-9th | Las Vegas FirstGiving Revolves Around Compelling Anecdotal Data!
- 22. 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.
- 23. 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 causes Meets donor need for responsiveness by provided a richer picture of employees’ philanthropy for corporate CSR teams and program admin Meets nonprofit need for stronger partnerships by highlighting their work in more detail and involving employees as fundraisers and cause champions
- 24. June 8-9th | Las Vegas Illustration 2: The Nonprofit Development Challenge
- 25. 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
- 26. 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
- 27. 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
- 28. June 8-9th | Las Vegas The Nonprofit Development Challenge: What Do We Have?
- 29. 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
- 30. June 8-9th | Las Vegas We Have Analytics Capabilities 1. 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. Education 4% 2013 Average FrontStream Campaign Education 9% Corporate Giving Program 2013 Impact Area Breakdown
- 31. June 8-9th | Las Vegas 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.
- 32. June 8-9th | Las Vegas Illustration 3: A Picture of the Future
- 33. 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.
- 34. June 8-9th | Las Vegas Strategies Made Possible by Integration A 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.
- 35. June 8-9th | Las Vegas FrontStream as Matchmaker: Revolutionizing Philanthropy
- 36. June 8-9th | Las Vegas Product Unveiling 2015 and Beyond
- 37. June 8-9th | Las Vegas Village Square Prosperity Station Country Manor Forest Gate Agro Farm Town Center First Town Central
- 38. June 8-9th | Las Vegas Volunteers Direct Mail Corporate Giving Program Gala Events Peer-to-Peer Fundraising In Tribute Giving CRM Recurring Gifts Databases
- 39. June 8-9th | Las Vegas Volunteer Solutions Fundraising Pro Campaign Manager FirstGiving ArgoFire NPO Connect FastTransact CRM
- 40. 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
- 41. June 8-9th | Las Vegas Building a Philanthropic Persona Susan 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
- 42. June 8-9th | Las Vegas Non-Profits Important for…
- 43. 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
- 44. June 8-9th | Las Vegas Intelligent Donation Engine Leverage
- 45. 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 Collect Coming Q2 2015
- 46. 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 Collect Coming Q3 2015
- 47. 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 Collect Coming Q2 2015
- 48. June 8-9th | Las Vegas Collect Coming Q3 2015 Peer-to-Peer…Anytime, Anywhere Registration Donation Fundraising
- 49. 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 Integrate Coming Q1 2016
- 50. June 8-9th | Las Vegas Corporations Important for…
- 51. 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
- 52. 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
- 53. 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
- 54. June 8-9th | Las Vegas Matching for Giving and Volunteering Coming Q3 2015 Collect 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
- 55. June 8-9th | Las Vegas Volunteer Event Management in CM Coming Q4 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
- 56. June 8-9th | Las Vegas Evergreen Payroll Deductions … • … Coming Q1 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
- 57. June 8-9th | Las Vegas Bringing it all Together
Editor's Notes
- You know the work that we do at FrontStream, it's personal to me. I think of some of the stories we encountered when preparing our year end closer look report on where money and support went last year. Stories which affected me.
- I think of the staff at SouthMead hospital in the UK who received workplace donations and a matching gift for their work to save the daughter of an employee of one of our clients. A story I’ll share with you today.
- I think of Special Olympics Hawaii, who used our FirstGiving platform so successfully.
- I think of all the recent tragedies exacerbated by mental illness and the good folks at NAMI who utilized our First Giving Pro platform to manage hundreds of events last year striving to make a difference. I think of those little moments, those small amounts of money, which have had such a huge impact on my life. In 2010 I was heading for grad school in London. I was going to get my MA in International Studies, immerse myself in International Economics, and change the world through work bringing money and support to international communities. Until I ran into a financial hurdle. Not the first or the last. Despite the challenge, the money I was able to quickly and easily raise online, through the generosity of friends, mentors, family, and the power of online tools like our FirstGiving product, enabled me to live, learn, and graduate.
- This is a...very different me in London. This is what we do every day at FrontStream, and integration of products, data, and services helps us do it better every day.
- Philanthropy has so many multiplying effects. That one gift to me has put me in a position to help others and I now strive to pay forward the generosity others have shown me. I volunteer my time as a mentor. I sit on a nonprofit board. I give myself. And those I help will help others. On and on. And that's just my one story.
- In 2014 FrontStream facilitated $696 million to charity. We know that behind each of these transactions there is a story.
- The beauty of philanthropy is in its multiplying effects, its existence a tool for which a complex system of interactions, and of simple action, like one donation your employees provide to communities, or your donors provide to your nonprofit, can have a profound impact on our wider world.
- So when we think about data and when we think about our position in the marketplace, this understanding underpins how we aim to enable nonprofits, donors, and corporate CSR teams in a way that revolutionizes philanthropy as we know it.
- Now the way in which philanthropy has been traditionally conducted is through a complex network of transactions - volunteer solutions, online donations, workplace giving and matching, events, and so on. All occurring in relative or complete isolation. The single common denominator has often been the lone development or CSR team, with minimal resources and fragmented tools monopolizing valuable time. Donor and impact data, along with associated reporting, was never seamlessly available across fundraising channels. That makes it difficult to easily manage communications and outreach to donors and supporters to your cause from different platforms. Most importantly, an investment in enhancing one aspect of your development or CSR strategy, say a workplace giving platform for your employees or an online giving platform for your donors, never resulted in measurable added value to your other philanthropic investments, say your partnership efforts, grant exposure, or CRM.
- As FrontStream we have worked to be uniquely positioned to enable nonprofits, CSR teams, donors, and educational institutions, to invest in themselves and their cause and to have their impact on the world amplified through an integrated set of solutions that utilizes cross-platform transactional data to power more robust fundraising, donor outreach, impact reporting, and CSR. This happens in a variety of ways, a lot of which will be covered by product, who'll provide a tour of some of our most recent product innovations, and by technology/dev, who will shortly give you a tour of the roadmap which makes all of this possible in the real world. As head of the research & analysis team I'm going to highlight the role of data and both primary and secondary research in the process.
- We ask three big questions for our primary groups of stakeholders – nonprofits, donors, and companies.
- I'm going to do it in 3 illustrations.
- A third thing we know from our research is (SLIDE) The FirstGiving CM integration meets this need by allowing specific projects and causes to be featured and supported within the confines of your campaign. A charity, perhaps a partner of your company, is building a school? Either you or your employees can create a fundraising campaign for that specific project.
- Another thing we know from our research is (SLIDE) FirstGiving CM integration meets this need by demonstrating your campaign’s responsiveness to specific cause they want to support and to their passions. Your employees are already in your offices raising money for causes they care about. They’re organizing runs, charitable galas, they’re sitting on boards. There were comments made jokingly at the Charities@Work conference in New York this year about unsanctioned philanthropy within the workplace. This integration allows your campaign to be responsive to and channel that immense variety of philanthropic energy pulsing through your company.
- The first thing we know from our research is (SLIDE) There are many manifestations of this desire. It includes companies opening up campaigns to contributions from a wider variety of charities, companies employing creative matching techniques to generate buzz and engagement, or internal strategies such as champions, departmental leaders promoting programs, etc. There is also secondary research such as that by Derrick Feldmann and Achieveguidance in partnership with the Case Foundation showing that donors respond better to appeals from people they are close to, such as a direct supervisor or coworker. The FirstGiving CM integration Doron has just demonstrated meets this need by expanding on these administrative capabilities you already hold through your ability to appoint internal champions, creatively use matching, etc. within the software in a measurable way.
- This is a powerful story. And while the donor had actually met his match cap for the year this appeal, forwarded to the client via our vetting team and account manager, encouraged them to agree to match for this donor above and beyond their standard policy. I want you to keep this story, and what I’m sure are the many similar stories within your company, in mind as we explore the power of this integration and its potential benefits to your campaigns based on what we know from primary and secondary research we have conducted.
- This is a powerful story. And while the donor had actually met his match cap for the year this appeal, forwarded to the client via our vetting team and account manager, encouraged them to agree to match for this donor above and beyond their standard policy. I want you to keep this story, and what I’m sure are the many similar stories within your company, in mind as we explore the power of this integration and its potential benefits to your campaigns based on what we know from primary and secondary research we have conducted.
- In light of all of this, the benefits of the integration are many. Essentially, enabling the new functionality demoed by Doron can allow your campaign to (SLIDES) And so when we think back to that story submitted by donor Louis Brooks. Imagine being able to fold the fundraising he was doing for his daughter into your campaign. Imagine knowing about it through the fundraising page he set up. Imagine dozens or more of your employees knowing that you have been responsive to their passion for a cause by granting this system, this outlet for them to go our and raise money for it with your support. I hope this has been a good look for you at some of the many needs we know from primary and secondary research exist within workplace giving space and how this integration meets some of those needs to benefit your campaigns.
- The first thing we know from our research is (SLIDE) There are many manifestations of this desire. It includes companies opening up campaigns to contributions from a wider variety of charities, companies employing creative matching techniques to generate buzz and engagement, or internal strategies such as champions, departmental leaders promoting programs, etc. There is also secondary research such as that by Derrick Feldmann and Achieveguidance in partnership with the Case Foundation showing that donors respond better to appeals from people they are close to, such as a direct supervisor or coworker. The FirstGiving CM integration Doron has just demonstrated meets this need by expanding on these administrative capabilities you already hold through your ability to appoint internal champions, creatively use matching, etc. within the software in a measurable way.
- The first thing we know from our research is (SLIDE) There are many manifestations of this desire. It includes companies opening up campaigns to contributions from a wider variety of charities, companies employing creative matching techniques to generate buzz and engagement, or internal strategies such as champions, departmental leaders promoting programs, etc. There is also secondary research such as that by Derrick Feldmann and Achieveguidance in partnership with the Case Foundation showing that donors respond better to appeals from people they are close to, such as a direct supervisor or coworker. The FirstGiving CM integration Doron has just demonstrated meets this need by expanding on these administrative capabilities you already hold through your ability to appoint internal champions, creatively use matching, etc. within the software in a measurable way.
- The first thing we know from our research is (SLIDE) There are many manifestations of this desire. It includes companies opening up campaigns to contributions from a wider variety of charities, companies employing creative matching techniques to generate buzz and engagement, or internal strategies such as champions, departmental leaders promoting programs, etc. There is also secondary research such as that by Derrick Feldmann and Achieveguidance in partnership with the Case Foundation showing that donors respond better to appeals from people they are close to, such as a direct supervisor or coworker. The FirstGiving CM integration Doron has just demonstrated meets this need by expanding on these administrative capabilities you already hold through your ability to appoint internal champions, creatively use matching, etc. within the software in a measurable way.
- This is a powerful story. And while the donor had actually met his match cap for the year this appeal, forwarded to the client via our vetting team and account manager, encouraged them to agree to match for this donor above and beyond their standard policy. I want you to keep this story, and what I’m sure are the many similar stories within your company, in mind as we explore the power of this integration and its potential benefits to your campaigns based on what we know from primary and secondary research we have conducted.
- This is how we aim to revolutionize philanthropy and, utilizing the flow of data between our platforms and service providers, facilitate better partnerships.
- - Everyone should know what this is. It is a very complex system of moving people from one place to another and relies on a heavy integration of moving parts I am sure we would all agree that we are glad someone else was smart enough to create this for us
- Charity fundraising is equally complex, and no real answer Many different sources of gifts and support data From a variety of platforms With multiple databases for managing this information - Research shows that the majority of charities have a problem with data segmentation and are looking for a fully integrated solution
- This is where frontstream comes in The variety of non-profit / CSR tools allow corporations and charities to have a wide reaching touch with their supports. Frontstream is able to support every step of the process, making it easier on corporations and charities to raise money for great causes. Whether it is a front end for collecting donations, a payment processor for processing the money, or a CRM for managing and engaging with supporters after first contact Frontstream does the complex work of integrating and handing the important supporter information This means that corporations and charities are on left with one task…. Engage and foster supports for great causes.
- We are constantly looking for ways to collect, integrate and leverage data fro our clients. Data is always an important but often under utilized tool for driving sound business decisions and creating new and unique experiences As Brandolon mentioned the data we collect enables us to create unique experiences match supporters and corporations with great charities Throughout this presentation you will see how Frontstream considers one of these 3 data strategies with every feature we develop
- You may be asking…why is this important? We are not able to be the match maker if we do not understand the people who are using our systems The data we collect, integrate across platforms and leverage to create unique experiences enable us to be the match maker
- Frist we are going to talk about things we feel are especially important for our Non-Profit clients. We are going to start with a couple of recently released items that you may not be aware of. Each monumental for our fundraising platforms Then I will cover major initiatives for the next year. I want to be clear that this is not everything we will be doing this year, just a sampling of the major things you can expect…. With some projected timelines
- A Giving Day is a 24 hour fundraising event bringing together donors, volunteers and / or communities around a cause. It’s an incredible opportunity to tell your story, to inspire your connected audience of supporters. Engage you existing but untapped base and help young donors understand your organization better than ever with powerful visual storytelling and built-in social sharing that looks beautiful on any device. Talk to any organization that has done one, and they will tell you the energy, goodwill, and sense of accomplishment that results from a Giving Day are one-of-a-kind, and go well beyond the dollars.
- Almost every charity has a list of suggested gift amounts on their donation form Only a handful of those use some sort of data for determining the amounts they should suggest…. Does this work ? It may… or it may not. It is flawed by one very simple notion. Not every support is created equal. I donate to different causes throughout the year, but I certainly do not donate as much as Bill Gates…. So why show us the same suggested donation amounts? This Engine is a game changer for non-profits… It enables them to be predictive about the amounts they should be showing with no additional effort or data analysis on their part. Whats great about this engine is that it is never static. It is constantly changing based on the new data that comes into the system by leveraging data we have in the system for that donation form, event, fundraiser, or donor…and even data available on the internet external to our system … and understanding that not every donor or fundraiser has the same social circles. our suggested amounts can best relate to the giving power of that unique supporter and have a higher likelihood of upselling them to a slightly higher amount.
- Good storytelling can help you stand out from the pack, and FirstGiving project pages give you the platform to tell yours. Even though you may be continually raising funds, donors are far more responsive when there is an urgent need is expressed. With FirstGiving campaign pages, you can create a stronger sense of urgency by tying a campaign to a specific goal with a deadline, and help donors connect with your cause.
- I don’t think that anyone would argue with the fact that volunteers are a critical support for charities. Especially charities holding medium to large events. So many of todays run/walk/ride or community events hinge on having volunteers to help make the event successful. It is obvious that the first place potential volunteers are going to check for opportunities will be the event page… so why take them to a different system to register to volunteer. Our peer-to-peer event module will now show visitors volunteering opportunities for the event and let them register to help. In the future, we will also give volunteers the option of having a fundraising page. Their support for the event is just as strong if not stronger than any participant, so why not allow them to fundraise as well ?
- Almost half of the traffic for our peer-to-peer event comes from a mobile device. So it is important for us to make it easier for fundraisers and donors to use to tools we provide them. First, We have created a completely new registration process for the mobile user. - People on the go don’t have the same amount of time to devote to a task - This is an important notion because if we were just to make our existing workflow responsive to the screen size, there is a risk of losing those registrants. - The new registration, has fewer steps, and fewer screens. But the same great power as the big browser version. Next, We are redesigning the mobile donation pages with a cleaner and easier to use interface Finally, We are also redesigning the mobile fundraiser tools to also be cleaner and easier to navigate and use.
- Now we are going to cover the features we are building within our Campaign Manager platform