CRM Data Integration The organization uses both Salesforce and ShulCloud, signaling a strong need for unified donor data and multi system fundraising campaigns. Propose offering a seamless integration between Salesforce and ShulCloud, enhanced donor analytics, and cross channel campaign automation to elevate giving across local and Israel focused programs.

Online Giving Optimization Venmo is among their payment options, indicating openness to online giving channels. Propose modernizing the donation experience with a secure payment gateway, support for recurring gifts, and a donor portal to boost conversion and retention.

Impact and Grants Focus on community impact areas; donors want transparent outcomes. Propose a grant management and program reporting solution with dashboards to track outputs and outcomes for fundraising appeals.

IT and Security Current stack includes Google Workspace, CKEditor and Windows; propose consolidation, security hardening, data governance, and automation to reduce manual processes and protect donor data.

Strategic Partnerships With outreach across local and international Jewish communities, there are opportunities to engage corporate sponsors, major gifts, and volunteer programs. Propose developing sponsorship packages, donor advised fund partnerships, and volunteer engagement platforms to grow funding and visibility.