For nonprofits, transparency is of the utmost importance for maintaining credibility and establishing trust with their donors. Process management and automation are some of the ways an organization can improve its processes and ensure transparency is at the forefront of its operations.
From simplifying the donation process to automating communications and reporting, these improvements boost donor service and satisfaction. This is exactly what the V Foundation – V as in Victory over Cancer®, had in mind for automating its processes.
The V Foundation
Founded by ESPN and legendary basketball coach Jim Valvano, the V Foundation has awarded nearly $290 million in cancer research grants and is a premier supporter of cutting-edge cancer research. The Foundation’s funding model promises donors that 100% of their direct donations will go to cancer research and programs.
V Foundation donors are sent acknowledgment letters in response to donations. To add another layer of transparency, the Foundation set out to create comprehensive year-end statements that itemized their annual contributions. But with a growing donor base, the V Foundation couldn’t expect its limited donor team to create and send out these letters manually and needed a way to automate the generation of these documents.
A perfect fit with Nintex
Leveraging Nintex Drawloop® DocGen for Salesforce allowed the V Foundation to create the customized year-end tables for the donor letters and incorporated flexible customization and personalization based on particular campaigns within their Salesforce environment. It works behind the scenes to automatically populate Word, PowerPoint, Excel, and PDF templates with data from Salesforce and other systems. It eliminates the need to manually create the documents the Foundation needed with just a few clicks from directly within Salesforce.
The formerly manual process for creating and sending donor letters was automated, and it now serves the V Foundation team well to supply donors with the information they want, when they need it.
- First, their team selects one of 15 custom templates in Wordand the donor file in Salesforce
- Leveraging their templates, Nintex Drawloop® pulls in donor information from Salesforce, merges fields, and produces a letter and envelope ready for review and mailing
The V Foundation team found this seamless process easy to adopt, and it allows them to send several thousand donor letters throughout the year with ease.
“We use Nintex to steward our donors effectively. It’s very important to us to ensure our donors have the information they need when they need it.”
Michaela Johnson-Tena, Senior Director of Operations, V Foundation
Read the case study to learn more about how V Foundation boosts its brand and gets recurring donors the information they want when they want it.