WV1.11

S-360 introduces a new module to the family that will centralise and optimise all your fundraising activities. Featuring online donations, memberships, donor management and fundraising campaigns and Gift Aid in one place.

Unify

Nurture

Analyse and learn

Operate all your donation and fundraising activity in one place

Manage donors with the fundraising dashboard and have visibility on key metrics

Create fundraising & donation campaigns and measure the raised amount per campaign

Dashboard

A dashboard with key business metrics on fundraising activities and have a 3 targets list of contacts that you want to follow closely as an fundraising operator.

The dashboard includes :

Key performance indicators calculated per season on your fundraising activity shared within with your organisation to all people able to access the fundraising module.
3 targets listed per operator that can be used to track the activities of the most important contacts / donors for you.

Fundraising dashboard

KPI	Description
Total amount received from donations this season	Counting all transactions made on donation product family the selected season.
First time donors ratio this season	Percentage of contacts that have never made a donation in the past.
Average donation amount	Counting the average amount of all transactions made on the donation product family this season.
Recurrent donation amount	Counting the amount coming from recurrent donations collections this season. (subscribing to a recurrent donation program is a widget in beta deployment for now).
GiftAid amounts this season	Amount of money that could be submitted to HRMC in the context of the GiftAid UK program.
Percentage of donors within the contact file.	Comparing the nominative versus the anonymous donations.
Pledges total amount	Donations amount "paid" with the payment method identified with the code "PLEDGE". Counting all Pledges regardless if the installments are paid or not.
Pledges total paid amount	Pledges installments really paid. Couting all pledges installments paid with no remaining balance.
Total members	Number of contacts having purchased a membership.

A new type of campaigns accessible directly from the new module

Fundraising campaigns with automatic tracking raised amount per campaigns.

The type of campaigns includes :

linking donations / memberships products to your fundraising campaigns.
Measuring the raised amount per campaigns. The raised amount is adding the transactions done the products linked to the campaign by the contacts being targeted. (target lists attached to the campaign).
A detailed campaign analysis reported adjusted to your fundraising activity providing a detailed view on all the measured metrics.

Pledge management

Donors pledge tracking and high level metrics to support your pledge management activity and capture all transactions in one place.

How to make a Pledge ?

Create a payment method with the code "PLEDGE", make sure to create a payment method that will automatically create a payment plan when selected.
When a contact/donor wants to do a pledge, you need to go in the sales / reservation cart from the sales context.
- Select or create the corresponding contact
- Make the pending account for the contact is set to "authorised"
- Select a donation product and make sure that the amount of the donation can be defined by the operator.
- Set the amount (for example : 10'000$).
- Select the payment method with the code "PLEDGE".
- Set the payment plan as desired by the donor.
- Send/print any confirmation document that you may have set.

How to do the follow-up of Installments ?

In the sales context >> Accounts >> Installments
- you can search for any contact or any due not settled installmets.
- you can enter a payment for each installements with the payment method you want.

Installment follow-up screen used in the context of pledge management

Getting started

Please contact your customer success representative to activate this new module.

Sprint 5 - S-360 fundraising and donations (WIP)