IPS Foundation: Streamlined Donor Management

For over 35 years, the Indianapolis Public Schools Foundation (IPSF) has invested in the growth and success of the Indianapolis Public School District.

IPSF is proud of its legacy. What started as an annual teacher grant program has evolved into a coordinated philanthropy approach to support IPS leadership in defining priorities for private investment and work closely with community leaders and philanthropic champions to raise mission-critical funding that enables IPS to accelerate progress.

GOALS

Find a system to:

  • Streamline donor data management system

  • Build a better way to prospect and manage sponsorship

  • Conduct large scale grant applications

  • Manage a micro-grant program

CHALLENGES

  • Lean staff

  • Not much Salesforce experience

  • Rapid growth in strategic direction require efficiencies and complexities

SOLUTIONS

  • Implement Salesforce NonProfit Starter Pack

  • Set up payment integrations for online payments and grant requests

  • Create custom reports

  • Train staff

Kelly Riley, IPSF Development Director, said “Abby is able to digest and translate our needs into the right sequencing and mechanisms in Salesforce to help us enter and pull the data in a timely manner. This means that we can continue to focus our energy on fundraising for the district.”


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