Skoll Foundation’s Next Generation Grantmaking with Salesforce

Naomi Morenzoni

Director of Philanthropy

Salesforce Foundation

@mandelstein

Cristina Yoon

Grants Manager

Skoll Foundation

@skollfoundation

@yooncristina

Swati Tyagi

Director, Product Management

roundCorner

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#1 in Enterprise Cloud Computing & CRM

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Company 2011, 2012,

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#1

1-1-1 Model adopted by:

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1% 1% 1% Time Equity Product

$73M+

Grants

743K+

Volunteer Hours

23K+

Nonprofits & Higher Eds

Celebrating 15 Years of Giving Back

Proven Success Across the Nonprofit Sector

Improved Ability to Achieve Mission

Improved Overall Efficiency

% 84

86 %

Foundations Face A Changing Landscape

A Changing Landscape

Greater

Accountability

Legacy

Systems Collective

Impact

Connected

World

5B Smart

Phones By

2017

Mobile

• Fragmented systems create

silos

• Expensive and difficult to

use

• Lack mobile and social

Social

Connected

50B Connected Products

4.5B Aggregate

Social Users

Image source: silabs.com/iot

58% Faster

Deploy ment

4.5B Aggregate

Social Users

Social

Cloud

• 80% of nonprofits report

increased demand but only

44% can meet that demand

• New funding models,

collaborations and tools are

needed

“You can achieve amazing

progress if you set a clear goal

and find a measure that will

drive progress toward that goal.

This may seem pretty basic, but

it is amazing to me how often it

is not done and how hard it is to

get right.”

Bill & Melinda Gates Foundation

Annual Letter, 2013

Marketing

Communications Relationship

Management

• Multi-Channel Marketing

• Email Marketing &

Automation

• Social Engagement

• Grantee Management

• Donor Management

• Partner Management

Community

Engagement

• Social Intranet

• Grantee Community

• Partner & Supporter

Community

Program & Grants

Management

• Grants Management

• Measurement &

Evaluation

• Advocacy/Policy

Tracking

• Events Management

Be a Connected Philanthropy with Salesforce

Cristina Yoon Skoll Foundation

Our Vision is to live in a sustainable

world of peace and prosperity

Invest

Celebrate Connect

Invest

Connect

Celebrate

fileserver

Outlook

Cybergrants

paper

files

staff

Invest

Celebrate Connect

for

Grants Management

Pipeline Management

Organized

by year

Organized

by year

Submitted via

grantee

portal

Another option:

Manually create

a pipeline record

Due Diligence

Custom object

to capture

meetings, site

visits, reference

calls

for

Document Management

Grant Compliance

Record of

public

charity

verification

Checks

IRS BMF

Custom

object

Record of

pre-grant

inquiry

Payments and Budget

Payments

roll up to

Budget

Program staff

can request

payment

release

All payments

applied to

budget are

listed

Approval

Option 1:

Reply

“approve”

Option 2:

Salesforce1

Mobile App

Approval by

email or mobile

app is reflected

in Foundation

Connect

Grantee Reports

Learning

and

Communications

Reports from

grantees are

linked to

payments and

request records

Notable media

coverage of our

grantees

Custom object

captures updates,

challenges and

accomplishments

Chatter for issue

area knowledge

and discussions

Impact

Demo Swati Tyagi, roundCorner

Main modules

• Budgeting • Manage program budgets • Review program commitments for current & future years

• Portal Management • Design Applications • Manage portal related features

• Eligibility Quiz Management • Manage Eligibility criteria for unsolicited applications

• Request Management • Manage Application submissions, reviews, approvals, post award stages • Manage LOIs • Define and Review Payments, Progress Reports and Outcomes • Manage Grant Coding, Reports and Dashboards

foundationConnect Highlights

• Grant Seeker • Login to the portal • Ask a question • Submit an application

• Grants and Program Staff • Create and Manage new

Applications • Review an application • View application communication • Assign a Reviewer

• Reviewer • View assigned application

• Submit a Review

• Executive Management • View Dashboards

• View Reports

• Organization Commitment summary

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