Helping nonprofits do more, better!

Transcription

1 Helping nonprofits do more, better!

2 OUR STORY WE WORK DONOR MANAGEMENT HR MANAGEMENT CONSULTING & PROJECTS 25 years HISTORY: Silent Partner Software was founded over twenty-five years ago and from the beginning we have had a passion for finding and building solutions for nonprofits. Starting with the needs of a single charity, we began building software that could accommodate the unique needs of the non-profit space. Since our founding, we have continued to build excellent products and have broadened our reach to include Canada, the USA, the UK, and Europe. WHO WE ARE: With offices in Montreal, Vancouver, and North Carolina, Silent Partner Software is made up of a diverse range of individuals that are passionate about helping nonprofits. Our team has grown over the years to include people from all over the world with a unique blend of software and nonprofit experience. FOCUS & MISSION: Silent Partner Software exclusively helps nonprofits to operate more efficiently through the development of excellent products and exceptional service. Helping them to do more, better!

3 WE CULTIVATE DONOR MANAGEMENT Focus on your mission; not the software. INSTALLATION & MIGRATION Let us be your experts. WE DEPLOY Silent Partner is the donor management system (DMS) that was made As part of your decision to use Silent Partner, we will work with you to ensure a quick to help your nonprofit succeed. We have designed Silent Partner to and smooth installation. Your donor and donation data is a key asset and that s why we be easy to use so that you can retain and build long-lasting meaningful make it easy to migrate your existing data into Silent Partner. After your data has been relationships with your donors. Our DMS solution effectively manages all transitioned and Silent Partner has been installed, we will train you to be a capable and your life-long relationship processes from recording donors and donation confident user. After training, your access to our Support , phone and web resources information to comprehensive reporting. allows you to always feel like an expert. Key Benefits CRA/IRS compliant Phone and support to keep you on track Retain and build long-lasting relationships with donors Features Simple Donation Entry and Receipting Donor and Constituent Tracking Communication and Contact Tracking YOUR SILENT PARTNER JOURNEY - CUSTOMER FOR LIFE 1 2 Needs Assessment - we get to know you and your organization Data Assessment - we review your existing data with you Quickly and accurately Track donors motivation Custom and Prebuilt Reports Campaign Tracking 3 Data Restructuring - we determine how best to transfer your data into Silent Partner Engage stakeholders through visually-appealing reports Flexible customization and smooth integration Easy to install Pledge Management Pre-Authorized Giving Management Accounting Software Integration Online Payment Integration Staff and Deputation Features Manage Multiple Charities Transition and Deployment - we work quickly to minimize downtime Training - We give you the assistance and resources that you need to succeed Support - Reach us by phone, , or on the web to receive help and information

4 WE DEPLOY INSTALLATION & MIGRATION DATA MIGRATION OPTIONS CLOUD Silent Partner Cloud allows you to connect to your donor database from anywhere. You can use your laptop, smartphone, or tablet to review a WE CONNECT Complete Selective We work with you to move all of your data from your current system to Silent Partner. We use our expertise to handle the data conversion and create custom fields wherever necessary. We analyze your data and work with you to transition specific data into donor record, enter a new donor, record a donor meeting, and much more. Our secure Cloud portal works in conjunction with Silent Partner Desktop to synchronize new and updated data in moments. Silent Partner Cloud is included with all subscriptions and can be disabled for organizations with unique security requirements. Basic Silent Partner. We give you the necessary templates and information to transfer your current database at a minimal cost. Simple and Convenient Accessing Silent Partner Cloud is easy and can be done from anywhere with a web connection Easily add donor notes and contact records on the go Quickly search and review donor data (e.g. name, spouse s TRAINING name, last donation) Instant reports and dashboards put the latest information right in front of you Silent Partner experts work with you to build your knowledge and allow you to feel confident using the system. Training is always available and can be done during installation or at another time. We offer on-site and remote training compatible with all budgets and needs. Secured and Controlled Hosted and maintained in Amazon Web Service s data centre with military grade security Comprehensive security permissions allow you to control users access to features, donors, and financials SUPPORT Get back to work fast with the help of our included phone, , and web support from our renowned Support team based in Canada. In addition, our consistent and frequent updates help you focus on your mission instead of on the software. Staff Member Access Individual user accounts allow staff members and fundraisers to access their personal secured reports Access to donor profiles and notes from anywhere allows staff to keep all their records and notes in one place Effortlessly manage donor acknowledgements to ensure each donation is properly thanked

5 WE ANALYZE REPORTING Visualize your impact. INTEGRATIONS It just works. WE ENABLE Reporting allows for an organization to truly understand its relationships with donors. Gaining insights from your donors and their donations allows you to better serve and cultivate your existing donors and to find new donors. Silent Partner includes comprehensive reporting abilities so that whatever you put into the system, you can pull out. Advanced Analytics Built-in Reports Custom Reports and Dashboards Maintain static or dynamic donor lists for use in reporting Use our online reporting tool to visualize your data and gain true insights Generate sophisticated and interactive self-service reports to share across your organization Flexibility to easily generate and sort simple to complex queries and groupings Hassle-free reporting with the numerous reports included in Silent Partner Selection of included reports: Stratified Giving by Donor, Continuing Donors, New Donors, Regained Donors, Lapsed Donors, Frequency of Giving, Multi-Year Fiscal-Period Comparison, Target Giving Analysis, Receipt Log, and many more! Use our online reporting tool to easily build your own reports and dashboards that conform to your organization s specific need Need help? We can build your custom reports and dashboards for you ACCOUNTING SOFTWARE Great Plains MYOB QuickBooks Sage Simply Accounting FINANCIAL INSTITUTIONS BMO CIBC Royal Bank ScotiaBank TD Bank Credit Unions ONLINE PAYMENT SOLUTIONS PayPal CanadaHelps iats Moneris And Many More Silent Partner is designed to work with a wide variety of software, institutions and payment processors. Smooth integration with over 20 types of accounting software, existing systems, financial institutions and online payment solutions (including PayPal, CanadaHelps) means you don t have to worry about incompatibilities. In addition, we offer custom integrations to allow you to keep using your current systems and processes.

6 WE HELP SERVICES RECENT PROJECTS WE BUILD Peace of mind starts with knowing that you are supported by a team of professionals. We offer a wide variety of services to help your organization do what you need to do. At IMPACT METRICS Silent Partner Software, we quickly identify the source of the problem, advise you on A social measuring and tracking tool built in collaboration with YFC the possible solutions and assign the right people to get your project up and running. Canada and the Computer Research Institute of Montreal. Impact Metrics allows nonprofits to realize and prove their ability to improve Custom projects their communities. Integrations Feasibility Assessments IT Strategy MOVEMENT MAP A modern online interactive mapping platform MODIFICATIONS Every organization is different and that s why we offer custom modifications and built to help connect, coordinate and improve visibility for churches, nonprofits, and people across Canada. integrations across our different product offerings. We can handle nearly any request and specialize in accommodating organizations that are transitioning from legacy custom-built in-house solutions. RECENT MODIFICATIONS Short Term Missions Built to accommodate the tracking of mission trips DOCTOR PORTAL We worked with a globally operating nonprofit to help them acquire a software solution that would help improve efficiency and make volunteering easier. Sponsorship Created to track and associate sponsored children with donors Donor Surveys Designed to record donor responses for better cultivation HOSTING For organizations on the move, we offer the ability to access your software from anywhere with our world-class and secure Amazon Web Services Hosting. A Flexible, scalable and high-performance solution suited for nonprofits. FOUNDATION PORTAL Built specifically for a nonprofit to help manage the donations of individuals who make large one-time donations.

7 WE TRACK OUR CUSTOMERS WE SERVE Streamlined Staff Management Safeguard Required Documents Track Performance and Goals We have been using Silent Partner for five years now and absolutely love it! It is easy to use, has great reports and the technical support is amazing. Silent Partner offers everything you need to develop a great fundraising program. HR Task Tracking Reminders and Notifications PartnerHR is a nonprofit focused HR management system for managing your full-time, part-time, and volunteer staff that is easy to use and comprehensive. Designed with nonprofits in mind, PartnerHR can handle all of the unique needs of nonprofit organizations. Managing and handling paperwork and certifications has never been easier and you can even give staff access to the system. PartnerHR is great for organizations of all sizes and is priced to accommodate every type of organization. Contact us: hello@partnerhrm.com Cloud-Based - Judy Richichi, Director of Major Gifts and Corporate Relations, Siloam Mission When we were first looking for a new CRM system, I contacted another group that also uses Silent Partner. The person expressed how much they appreciated the Support they received and that was very helpful in choosing to move ahead with Silent Partner. INDUSTRIES SERVED Missionary & Deputation - Karen Sweeney, Latin America Mission (Canada) Inc. Community Organizations Shelters & Housing And You!

8 OUR TRUSTED PARTNERS CONSULTING Clearview is a unique professional organization with a large team of facilitators that focuses on management & leadership training, HR resources, fundraising development and non-profit board development. Gary MacDonald, Founder & CEO has had a 40+ year career with YFC / Youth Unlimited in Canada. WE PARTNER Lead by George Glover, founder and former CEO of Teen Challenge Canada, the GMF team has a proven track record helping organizations reach their goals - while always keeping their vision and mission as the core. Visit or call for more information! CITY MOVEMENT A nonprofit whose purpose is to connect churches, ministries, agencies, and marketplace leaders into regional leadership networks that leverage trust, forward thinking, shared data, and coalitions to engage a new generation and care for our cities. AMAZON WEB SERVICES As a certified AWS technology partner, Silent Partner Software is able to take advantage of the world leading technological resources of Amazon Web Services. Your data is stored securely and is hosted close to home. SILENT PARTNER SOFTWARE sales@silentpartnersoftware.com

9 WE WORK WE CULTIVATE WE CONNECT WE ANALYZE WE DEPLOY WE ENABLE WE HELP WE BUILD WE TRACK WE SERVE WE PARTNER WE ARE