Improving Fund-raising Processes

Tina Carr, Director

The Rory Peck Trust

FROM KITCHEN TABLE TO

KYRGHYSZTAN

About the Rory Peck Trust

Fundraising: What’s that?

How fundraising developed Sources of income diversified Donor relationships grew International contacts and relationships increased FR became a priority activity

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

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

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

Reports

Dashboard example

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

What we’ve learnt

Accurate input and adhering to protocol Behavioural changes as well as performance

change Management of database

www.rorypecktrust.org

Tina Carr, Director

The Rory Peck Trust