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www.exponentpartners.com
Salesforce Foundation
Panelists
Laura Kumataka
Stuart Foundation
Campbell Foundation
Anna Lindgren
Rem Hoffmann
Exponent PartnersModerator
Evan Callahan
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Agenda
Introduction
The Campbell Foundation
Stuart Foundation
Salesforce Foundation
Q&A
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Performance Imperative of Social Impact
We need to rethink, redesign, and reinvent the why, what, and how of our work in every arena from education to healthcare to public safety... We need to reassess where we have the greatest needs so we can apply our limited resources to have the most meaningful impact. We need to be much clearer about our aspirations, more intentional in defining our approaches, more rigorous in gauging our progress, more willing to admit mistakes, more capable of quickly adapting and improving—all with an unrelenting focus and passion for improving lives.
It’s no longer good enough to make the case that we’re addressing real needs. We need to prove that we’re making a real difference.
- Mario Morino, Leap of Reason
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Grants Management
Today’s ...and Tomorrow’s Foundations
Relationship Management
Communication
Analytics
Outcomes
Mobile Access
Knowledge Management
Grantee Portals
Grantee Reporting
Volunteer Management
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Grants Mgmt
System
Today’s ...and Tomorrow’s CRM for Social Change
Document Mgmt
SystemBI &Visualization Tools
EmailApp
VolunteerTracking
Mobile App
Portals / Communities
Constituent Mgmt
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San Francisco ($9m)• Water Quality• California MPA’s• Wild Cards
Annapolis ($6m)• Water Quality• Building an Army
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Mission: Improving life outcomes for all young people through education.
Vision: Effective education systems in California and Washington that provide opportunities for all students to learn, achieve and thrive.
Type of Funder: Family FoundationAnnual Giving: $16 millionNumber of Staff: 21
About The Stuart Foundation
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• Convenings
• Regular learning sessions
• Community of Practice
• Study visits
Investing Beyond the Grant
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Integrated contacts and grants database
Targeted communication with our partners
Staff can work anywhere
How does our CRM system help further our mission?
www.exponentpartners.comIntegrated contacts and grants database
Cindy Smith
Cindy Smith (Cindy@organization.org)Re: Grant
Grantee Organization ABC
Cindy Smith
Cindy Smith
www.exponentpartners.comTargeted communication with our partnersStaff can work anywhere
Grantee Organization DEFJanet Grantee
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How We Use Salesforce
End-to-End CRM Provides a 360° View
Connecting Our Community and Telling Their Stories
Measuring Performance and Increasing Impact
Turning Information into Knowledge ... and Action
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