Data Design and Setup

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Fundraising

Overview of FSHA's Fundraising Channels and Methods

The Florida Sight and Hearing Alliance (FSHA) utilizes various fundraising channels to support its mission:
Grants and Foundations: Securing funds from foundations and government grants through detailed proposals.
Private Contributions: Engaging individual donors via campaigns, direct mail, and online donations.
Special Events: Hosting events like galas and charity auctions to raise funds.
Program Revenue: Generating income from fees for services provided.
Investment Income: Earning from prudent investments to support long-term stability.

Recommendations for Using Salesforce to Meet Revenue Goals

To enhance FSHA’s fundraising efforts, NPSP will be leveraged in the following manner:
Grants and Foundations: Track grant applications and reporting requirements to streamline the process.
Private Contributions: Use NPSP to manage donations, track revenue, soft credits, partial soft credits, and handle recurring donations efficiently.
Special Events: Leverage Salesforce campaigns to organize and promote events, track participation, and engage attendees.
Program Revenue: Monitor program participation and financial contributions using custom reports.
Investment Income: While this is currently tracked using another technology, the recommendation is to explore Integrating financial management tools to track investment performance in the future.
Additionally, engagement plans within Salesforce will help FSHA cultivate and retain donors by automating personalized communication and follow-ups.
By integrating Salesforce across these channels, FSHA can streamline operations, enhance donor relationships, and maximize revenue potential, ensuring sustained support for its programs and services.
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