Page Comparison

Attendees

TLCS Inc.:
Erin Johansen – development director. Fundraising. There 1.5 yrs building dept. Worked as sales manager in consumer products. Used Salesforce before. Connection between sales and fundraising.
Kim Gilbert – TLCS for seven years in human resources. Serve as the benefits administrator. Worked in travel for 6 years. Have used client database in Microsoft Access. Have some experience with databases.

NetSuite:
Mar John Bontia - CPA, professional services organization, 3rd Suite Volunteers project
Brent Mosher - solution consulting team, project manager

TLCS Background

TLCS is a mental health provider with mental health clinics and psych disabilities. Work with homeless clients – work with them to ensure they have a successful opportunity to work in the community. They are gov’t funded. Clients come homeless – in that stage because disenfranchised from families. They need psych support and a home. TLCS facilitates that to ensure they are housed in a safe environment and get psych and case support. Case managers work with them to help them navigate their lives back to the workforce or to get an education. Have 100 employees on staff – fairly large agency in the Sacramento area. Committed staff that is great at their jobs and serving clients and making a difference in people’s lives.
Diversifying funding streams because gov’t subject to a lot of changes. Private fundraising mitigates lack of control.
Didn’t have any donors 1.5 years ago. Last year 200 people donated. Now need to cultivate and manage those donors. Reached out to NetSuite to apply a grant for the program. Awarded in April last year. Did the training. 40 hours of training. Can't get data in the system.

Goals with NetSuite

NetSuite is set up in a basic way but it appears to have all the tools TLCS needs to manage donors. Can view the donors, search for them, donation reports, pledge reports.

Will be able to use the reports with data in the system. Trying to import data about the 200 donors they ahve. Add more information to track gifts, when they donated to us, use pledges at some point.  Use it as a cultivation tool – use them as a lead.

Can NetSuite help us get the data about the 200 donors in there and help us run reports?

Have a goal to learn to manage the data and reports on their own during this project.

Next Steps

Give Brent and MarJ Access to TLCS NetSuite account – Erin will do this

Send Brent and MarJ the data to import - Erin will do this

Schedule a weekly checkpoint call - agreed next call 9 a.m. Pacific on 29 Aug - Brent will do this

We will review the system, review the data, and schedule a call next week to put together a specific plan and next steps