Boosting Nonprofit Brand with Customized Donor Service: A Case Study on V Foundation

• Equipment & Machinery

• Product Research & Development

The V Foundation for Cancer Research, a nonprofit organization based in the United States, faced a significant challenge in delivering customized annual letters to its recurring donors. The organization was unable to include custom tables that listed and totaled the annual contributions of these donors. This was a significant issue as these comprehensive year-end statements were highly desired by donors for recordkeeping purposes and for claiming charitable deductions on income tax returns. The existing tools in the Salesforce solution that the V Foundation used did not support this need. Moreover, the organization had a small Donor Services department with only three staffers, making it impractical to manually produce these letters for a large and growing donor base.

The V Foundation for Cancer Research is a nonprofit organization based in the United States. It operates with an unusual funding model, promising donors that 100% of their direct donations will go to cancer research and programs, with no deductions for administrative or overhead costs. These expenses are covered by a separate endowment. The organization was founded by ESPN and legendary basketball coach Jim Valvano in 1993. It has a large and growing donor base and is committed to being attentive to donor concerns as part of its strategy. The V Foundation uses Salesforce for its operations and has a small Donor Services department with only three staffers.

To address this challenge, the V Foundation adopted Nintex Drawloop DocGen® for Salesforce. This 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 for manual creation of business-critical documents, such as donor letters, and allows for the building and sharing of documents with just a few clicks from directly within Salesforce or Office 365. The V Foundation implemented Nintex Drawloop® internally in just a few weeks, with assistance from Nintex Support as needed. To create and send donor letters, the team selects one of 15 custom templates in Word and the particular donor file in Salesforce. The template pulls in donor information from Salesforce, merges fields, and produces a letter and envelope ready for review and mailing.

• The adoption of Nintex Drawloop DocGen® for Salesforce has significantly improved the V Foundation's operations. It has provided a necessary alternative to the impractical manual process of creating donor letters, thereby increasing the efficiency of the Donor Services department. The solution integrates readily with the Salesforce solution that the V Foundation already uses, making it easy to adopt and use. It has also enabled the organization to deliver customized end-of-year letters that boost donor service and satisfaction. Furthermore, it provides a flexible foundation for additional custom templates and letters, enhancing the organization's ability to communicate effectively with its donors.

• Implemented the solution in just a few weeks, reducing the time and resources spent on manual document creation
• Enabled the creation of 15 custom templates for donor letters, increasing the efficiency and customization of donor communication
• Automated the process of populating templates with data from Salesforce, eliminating manual data entry and reducing errors