NGO Connect Feature: Financials

NGO Connect Feature: Financials

NGO Connect (formerly known as roundCause) was developed as an application that specializes in addressing sophisticated, multi-channel fundraising management needs for larger organizations without compromising the native strengths and innovations of Salesforce. In general, NGO Connect offers more complex functionality than the Nonprofit Starter Pack, and also offers additional features in areas such as events and grants management that the NPSP does not include. Also unlike NPSP, there is a per-license annual cost associated with NGO Connect. Already unmistakably powerful, the NGO Connect roadmap features many updates that will continue to improve usability for fundraising staff. Heller Consulting released a white paper describing the basic features of NGO Connect. Today we will be reviewing Financials in NGO Connect.

NGO Connect uses Opportunities to record financial transactions, pledges and recurring gifts, and each Opportunity is backed by at least one Transaction. Transaction is a Record Type of Opportunity which is further detailed into a Payment or Refund. Transactions permit multiple allocations of a donation for hard and soft credits, for example. Nonprofits will have the opportunity to customize the application for gift types, such as gifts in kind, as well as features like gift adjustments.

NGO Connect offers robust planned giving functionality as well. Planned gifts are tracked in a separate custom object, which makes the creation of the many planned-gift-specific fields easier. Integration with PG Calc is on the roadmap. Many planned gift vehicles are supported. Basic batch gift entry is available but currently requires significant effort to set up and customize for daily business processes. NGO Connect also offers a powerful and sophisti- cated Batch Upload tool that is the main way for all types of bulk data to be added to the system. This tool requires deep knowledge of the app architecture to be able to set it up effectively. Improvements to batch to increase usability are planned for early 2015.

NGO Connect offers a choice of several payment processors for processing credit cards with- in the application. Nonprofits do not need to process credit cards through NGO Connect if they are already using other methods (such as a lockbox). However, having the option within the application is a great feature. There are also donation and event registration form builders available in the app which make it easy to get real-time gifts and registrations into the system directly from a website.

Find out more about the features and benefits of NGO Connect’s newest capabilities by downloading this free resource now.

Download Free White Paper!
Emma Shipley

About Emma Shipley

I have always held a passion for community involvement, fundraising, and volunteering, which has brought me in touch with a number of nonprofit organizations. During my time at Indiana University, I worked with the City of Bloomington Volunteer Network to connect citizens with their ideal volunteer experience while promoting volunteerism in the community. In addition, I spent the summer of 2012 working as a mentor for adolescent girls ages 5-15 at Girls, Incorporated of Monroe County. I received my degree in Journalism with a focus in Marketing and Visual Communications. In my free time, I enjoy live music, visiting farmer’s markets, trying new recipes, and exploring Chicago.

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