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Quality Education, Reduced Inequalities, Partnerships for the Goals

  • Impact Region: Global
  • Product(s): Salesforce NPSP
  • Service(s): Salesforce Implementation

Forward Global, formerly known as The Philanthropy Workshop (TPW), is a non-profit organization that offers educational programming for some of the world’s leading philanthropists with the aim of promoting strategic, innovative, and effective giving. The Rockefeller Foundation initially founded Forward Global in 1995 as the first curriculum-based program dedicated to helping philanthropists give more effectively. In 2014, TPW West, founded in 2001 to meet the growing audience for TPW’s programming, and the London-based Institute for Philanthropy (IFP) merged into Forward Global (TPW).

Forward Global now leads training programs for a network of more than 400 philanthropists worldwide.

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The Challenge

Forward Global, formerly known as The Philanthropy Workshop (TPW), is a non-profit organization that offers educational programming for some of the world’s leading philanthropists with the aim of promoting strategic, innovative, and effective giving. The Rockefeller Foundation initially founded Forward Global in 1995 as the first curriculum-based program dedicated to helping philanthropists give more effectively. In 2014, TPW West, founded in 2001 to meet the growing audience for TPW’s programming, and the London-based Institute for Philanthropy (IFP) merged into Forward Global (TPW).

Forward Global now leads training programs for a network of more than 400 philanthropists worldwide.

The Solution

Vera designed a Salesforce-based solution to address Forward Global’s goals of tracking recruitment, programming, donations, member attendance at events, and contact information. Vera installed and customized Salesforce’s Non-Profit Success Pack (NPSP, a CRM designed and licensed specifically for non-profits) and developed functionality to allow Forward Global staff to “tag” contacts and organizations with relevant geographies, tools and tactics, and issue areas. In their new, customized Salesforce application, Forward Global staff can now easily record and review the nature of their frequent interactions with members and prospective members as well as better keep track of and understand their members’ diverse philanthropic interests and goals.

Vera’s work has also helped the Skoll Foundation formalize its process for monitoring the impact of its Awardees, which allows staff to better support organizations after they have received the Skoll Award. When sharing its annual impact data with the Foundation, each Awardee can select its own indicators, to which they can then assign standardized data types. Working with Vera has introduced a new level of standardization to the Skoll Foundation’s impact monitoring, which helps staff better analyze Awardees’ data, while still providing Awardees the flexibility to enter information using different types of currencies, metrics, and more.