Rory Peck Trust presentation at Seminar held 16/11/10.

1. Improving Fund-
raising Processes
Tina Carr, Director
The Rory Peck Trust

2. FROM KITCHEN
TABLE TO
KYRGHYSZTAN
About the Rory Peck Trust

3. Fundraising: What’s that?
 How fundraising developed
 Sources of income diversified
 Donor relationships grew
 International contacts and relationships increased
 FR became a priority activity

4. Trying to keep it together
 The challenge we were facing
 Getting accurate information
 Disparate, unconsolidated data
 Incomplete donor histories
 Insufficient detail on approaches and applications
 Difficulty in keeping hold of it all

5. Starting over
 Decision
 To create a bespoke database, as an integral tool
in an effective fundraising strategy for the Rory
Peck Trust
 New database would be dedicated to streamlining
our fundraising in the first instance, with the
possibility to extend its use to the other areas of
our work at a later stage

6. Making it personal
 How we approached and implemented
Salesforce as our fundraising tool
 Designing the specifications with Sho-Net
 Needs analysis
 Organisations
 Contacts
 FR opportunities
 Reporting
 Dashboard

10. Reports

11. Dashboard example

12. Working with it
 How we are now using Salesforce – and the
benefits
 Fund-raising operation streamlined
 Access
 Managing donor relationships
 Providing information
 External relations
 Consistency

13. What we’ve learnt
 Accurate input and adhering to protocol
 Behavioural changes as well as performance
change
 Management of database

14. www.rorypecktrust.org
Tina Carr, Director
The Rory Peck Trust