Cancer nonprofit boosts brand with customized donor service
Being attentive to donor concerns is part of the strategy at the V Foundation, which was founded by ESPN and legendary basketball coach Jim Valvano in 1993. The Foundation has always sent acknowledgment letters in response to donations, but it knew that donors, especially donors who gave repeatedly throughout the year, wanted comprehensive year-end statements with tables that itemized and totaled their annual contributions. Such statements would make donor recordkeeping easier, as well as making it easier for donors to claim appropriate charitable deductions for income tax returns.
The native tools in the Salesforce solution that the V Foundation used didn’t support that need, according to Michaela Johnson-Tena, Senior Director of Operations at V Foundation. And with just three staffers in the Donor Services department to serve a large and growing donor base, the Foundation couldn’t expect the staffers to crank out these letters manually. It needed another solution.
After considering a range of options, the V Foundation chose Nintex Drawloop DocGen® for Salesforce. The Nintex solution 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 contracts, work orders, invoices, and other business-critical documents, and builds and shares documents with just a few clicks from directly within Salesforce or Office 365.