Juconi is a Dutch organization, founded in 1995 with a mission to break the cycle of poverty for children in Latin America. The team at Juconi is primarily focused on fundraising to support families living in poverty so that children can go to school and thrive.
Being a lean team of two, Juconi needs to be as efficient as possible in order to maximize its resources. This was a key reason for the adoption of Salesforce and the Nonprofit Success Pack (NPSP) in 2019.
While the team knew Salesforce could support them in many ways, Juconi also needed a solution that would allow them to manage payments in Salesforce. Following advice from Salesforce.org partner g-company, they decided to add FinDock, extending Salesforce to support Payments Management.
“We now have full visibility of our donor’s giving history which means we can engage them in more strategic ways. ”
“FinDock was introduced at the beginning,” says Annik Wierenga, Project Manager at Juconi. “I liked the fact that it’s one connected user experience – FinDock doesn’t feel like an app, it feels like an extended version of the Salesforce environment – for me, that’s really important.”
Juconi raises roughly €400,000 per year from a donor base of 7,000, mostly in the Netherlands. About 40% of their income comes from Direct Mail, 30% from Direct Debit, and the remainder from Inheritances, Online Donation, and Lotteries.
On Juconi’s web form, donors can choose from a one-time donation via iDEAL or SEPA direct debit, or a recurring donation via SEPA direct debit. For one-time donations with iDEAL, donors select their preferred donation amount and choose which bank to withdraw money from. The donation is then processed via Mollie with FinDock connecting all these systems and processes in the background.
FinDock also standardizes the data into a unified data model and brings the data into Salesforce where it is accessible and actionable across their Salesforce org and from within the donor profile, which is updated to reflect the donation amount, method, processor, and time stamp.
“We want to invest in relationships and become a more donor-centric organization,” says Annik. “With Salesforce and FinDock, we’re able to engage with donors in more meaningful ways with less effort. Now, for example, I receive a notification when someone donates more than €500. This means I can reach out and thank them personally straight away.”
More control over direct debits
For one-time and recurring SEPA direct debits, Juconi used the built-in direct debit functionality of FinDock. This allows them to collect direct debits with their own bank, cutting out fees from any ‘in-between’ processors.
“Direct debit runs are really easy now,” says Annik. “I do it once a month and I can immediately see if everything is set up correctly, or if there may be errors which I then can adjust. It gives us a much better overview of our finances than before.”
When a donor submits a direct debit intent on Juconi’s website, FinDock creates a mandate in Salesforce. Once per month, Annik creates a file using the FinDock Payment Schedule to submit to their bank. She then reconciles any failed transactions using FinDock’s Guided Matching tool in Salesforce.
“I like that we have full visibility and control over the direct debit process. With FinDock I can see everything that’s happening at each stage of the process. If there are any issues, I can quickly react to it.”
Capturing data from direct mail campaigns
Many of Juconi’s donors prefer traditional donation methods, so the team runs a number of direct mail campaigns throughout the year. Donors use an acceptgiro form to indicate their donation amount and once the payment has been collected by Juconi’s bank, the team can upload the bank file directly into Salesforce. And with FinDock, they can automatically update and match data across the system, add information to the donor profile, and see campaign performance.
“Although we want to move to a more digital approach to fundraising, we know our supporters still appreciate traditional methods,” says Annik. “It’s great that FinDock allows us to do both, in a way that connects all our data and gives us a complete view of our donors.”
Enriched Salesforce reports and dashboards
Understanding how and when a donor gives means that Juconi can better segment its donor base and deliver more relevant messages and requests.
“We now have full visibility of our donor’s giving history which means we can engage them in more strategic ways,” says Annik. “We feel more confident that we’re asking the right donors for the right amount.”
Having access to real-time payment information via FinDock in Salesforce makes planning and forecasting easier for the team too.
“Having all our donation data in one place means I have visibility of what’s happening financially at all times,” says Annik. ”This helps me understand and adapt fundraising campaigns and also to know which donations to expect in the coming month. The fact that I can do all this by myself is a real bonus. I feel much more empowered in my role and I can see the impact of my work in real-time.”