Introducing fundraisingManager, a Salesforce Elevate Alternative for Canadian Non-Profits

fundraisingManager A Fundraising CRM built to transform the way nonprofits organize donor information and daily work

Steve Weber Co-Founder and Business Development

Oct.14, 2021 Toronto, ON

cloudStack Services

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Hello from the cloudStack team; a quick introduction to our work and fundraisingManager

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In this presentation we will cover Your donors experience - Online Pages and Test Out Donations How to keep your Donation Form on Brand - available customizations The Internal Workings - fundraisingManager + Salesforce Measure your reach - Reporting Capabilities with fundraisingManager + Salesforce

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Quick summary of fundraisingManager, solutions it provides for nonprofits, next steps and questions

Webinar Summary

Supporting Your Nonprofit Organization

cloudStack Services Who we are a team of Canadian CRM experts with over 30 years of combined experience on the Salesforce platform found in 2016 out of a desire to make a better product fundraising product for nonprofit clients a focus on the small to medium nonprofit as we know how valuable the right products are to get true ROI for their mission

What we offer discovery and solution design based on your current nonprofit technology configuration and customization of the Salesforce platform to fit YOUR unique needs Migration of legacy data to Salesforce Ongoing support on the Salesforce platform with our Virtual Administrator program

Our Approach a core focus on fundraising to save nonprofits time on manual receipting, donor data entry and board reporting - see that immediate ROI for your organization building long term relationships with clients to provide additional implementations to support client services, scheduling and booking systems, program management, events and more

cloudStack Services

Features Overview fundraising Software today 337 products on the market according to Capterra 60+ integrate with the Salesforce platform but many aren't built on Salesforce functionality Over 80+ have some sort of additional transaction fee above and beyond the licensing fee most have a limit on the number of users Lack of secure receipting functionality

fundraisingManager built natively on the Salesforce platform so it can grow with your org.

Salesforce Quickstart for new users Unlimited User Licenses no record, contact or donation limits NO additional fees on donations, only a flat rate license/year + Stripe processing Unlimited customizable donations forms Automatic, configurable rich text email acknowledgements CRA Compliant tax receipting in your nonprofits name

A Simpler, Smarter Way to Fundraise Keep costs low with a simple annual licensing fee Easy to use Staff Donation Portal and Look up Complete Data Consolidation with your entire mission on one platform Remove paperwork, don't let manual data slow decision making Increase donor engagement, easily measure campaign success

cloudStack Services

Summary: Web Donation Form Create as many Customizable donation forms as needed focus on unique campaigns, stay on brand and send custom acknowledgements.

1 Custom Donation Amounts and Ladders to Increase Overall Donations

2 Campaign and Allocations based Donor Direction - make unlimited forms showing different campaigns

3 Your brand colours, your chosen

backdrop, unique to an unlimited number of forms

4 No Additional Transactional Fees on Donations beyond Stripe processing

5 3rd Party API Support as part of the fundraisingManager 2.0 roadmap

cloudStack Services

Summary: fundraisingManager on the Salesforce platform Built on the Salesforce platform our product takes advantage of the Nonprofit Success Pack structure to ensure quality data management and a streamlined donor data process for your nonprofit

In addition! Reconcile your deposits to QBO with our Quickbooks integration Add-on

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Staff Donation Portal for entry of cash, cheque and CC

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Efficient donor database look up to avoid any chance of duplicates

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Accept one-time or recurring gifts

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Tailor your allocations for a single campaign or a general fund

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Track and predict your donor behaviour and campaign performance easily with custom reports and analytics

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Automate manual tasks like reminders, acknowledgements, receipting and reporting

Thank You Contact us with additional questions OR to arrange a more detailed demonstration

Steve Weber Co-Founder & Business Development www.cloudstackservices.com steve@cloudstackservices.com fundraisingManager on the Web Try our fundraisingManager Web Demo