Nonprofit Starter Pack Advisory Board – Who we are, what we do and how you can help

Adam KramerSenior Project ManagerKELL Partners

Tal FrankfortFounder/CEOCloud for Good

CELEBRATING 16 YEARS OF GIVING

1-1-1 Model

1.3M+Service Hours

1%People

$115M+Grants

1%Resources

28K+Nonprofit Organizations1%

Technology

pledge1percent.org

$250MDonated Product

2005-7 2009 2011 2013

• Unmanaged Collection of Configuration

• Individual Bucket Model

• NPSP Released Open Source

• One-to-One Account Model or Individual Bucket Model

• Project Cumulus begins!

Nonprofit Starter Pack History

2014 on

NPSP 3 – The Next and Future GenerationNever do an upgrade again!New push releases every 2 weeks!

• 55% of Nonprofit customers use NPSP• 82% of Nonprofit customers are P10 customers• 64 releases since 3.0• 32 in the last year• Used in over 80 countries• 3 Community Sprints

• 21 attended in DC• 54 attended in Seattle• 45 will attend in San Francisco

Nonprofit Starter Pack Statistics

Multiple Account Models• Household Accounts• 1x1 Accounts• Individual Accounts

Complex Constituent Tracking• Households and

Address Management• Relationships • Affiliations• Custom Salutations

Tools & Configuration• Sophisticated

Config Options• Health Check• Application API• Data Import Tools• Custom Contact

Merge & Lead Conversion

A Community-Driven, Open Source Product

• Open & Free BSD-3 License

• Documented Source Code and Contribution Instructions

• Large Active Community

• Extensive Documentation

• Workbooks & Walkthroughs

Donation Management• Hard & Soft Credits• Grant & Deadline

Mgmt• Recurring Donations

and Pledges• Membership Tracking• GAU Allocations• Email

Acknowledgments• Honor/Memorial Gifts

Reporting & Analytics• Preconfigured

Reports and Dashboards

Social & Mobile• Chatter Enabled• Salesforce1

Mobile-Ready

Brand new in NPSP 3!

• Prescriptive solutions don’t always work – some things are better left on the cutting room floor

• Nonprofits come in all sizes, budgets, and technical expertise

• Organizations avoid adjusting processes to fit tools

• Hard to understand features aren’t used

• We live in a big garden – what we build impacts partners, existing customers, and impacts decisions customers have already made

Before We Build - Philosophy

As We Build - Philosophy

• Simple Solutions – Broad Designs

• Start with “Do No Harm”

• Prioritize infrastructure and UX

• Avoid: • Breaking anything• Complex setup• Data migration

• Forgetting the Accidental Admin

• Backwards Compatibility

• Strive for Infinite Customization

• Multicurrency/Language (and UI)

Design & Build Philosophy The Beautiful & Unique Nonprofit Snowflake

Who We AreNonprofit Start Pack Advisory Board

• Community Sprints• Seattle and San Jose

• In-Kind Giving• Honor/Memorial Giving• .org IdeaExchange• Account-Account Associations• Payments & Rollups• Matching Gifts & Partial Soft Credits• Upgrade Month

Topics Discussed

Nonprofit Start Pack Advisory Board

• Facilitate community• Improve the product

Our Goals

Nonprofit Start Pack Advisory Board

• Fully Lightning compatible• Matching gifts and partial soft credits• Two translations in progress (Spanish and French)• Account to Account relationships• Video guides on how to use features• Additional Trailhead modules• Guidelines for NPSP compatible apps

Road Map

Nonprofit Start Pack Advisory Board

• Community Contribution Tool• Anyone can upload code

• Hub Group• Email the NPSP Advisory Board at

npsp_advisoryboard@salesforcefoundation.org • Other ways?

• We want to hear from you!

We Need Your Help!

Nonprofit Start Pack Advisory Board

Thank you!