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Otto Bremer Trust

Investing in stronger, healthier communities

Otto Bremer Trust (OBT) is a private philanthropic organization based in Saint Paul, Minnesota, serving communities across Minnesota, Montana, Wisconsin, and North Dakota.

OBT’s invite-only, relationship-driven grantmaking model supports deeper investments. In addition to traditional grants, the foundation manages Program-Related Investments (PRIs), or low-interest loans, requiring capabilities beyond a standard grantmaking platform.

Why Synagogues Are Moving to Agentforce for Nonprofits: A Recap

Why synagogues without Salesforce are choosing Agentforce for Nonprofits to unify membership, giving, and event management in one platform. Our second Modern Synagogue webinar was built for a different audience […]

Taking Your Salesforce Further: New Possibilities for Your Synagogue

How Agentforce for Nonprofits helps synagogues already on Salesforce close gaps in membership tracking, event registration, and High Holy Day seating. We’ve kicked off our Modern Synagogue webinar series with […]

User Experience for Trust-Based Philanthropy Grantmakers

Human-centered design turns trust-based philanthropy from a values statement into a grantee experience. Here’s how it works in practice, in part 3 of our Trust-Based Philanthropy blog series. In previous […]

Build an AI Roadmap! Let Us Show You How.

Dr. Lisa Rau joined the UST Education Forum to address one of the more consequential decisions associations face today: how to adopt AI in a way that is strategic, sustainable, […]

How Nonprofits Can Put AI to Work in Fundraising

Fíonta’s Dr. Lisa Rau joined the Double the Donation podcast to talk predictive modeling, data quality, and where AI actually moves the needle in fundraising. Dr. Lisa Rau is Chief […]

Temple Sinai of Atlanta

Temple Sinai is a large Reform congregation in Atlanta with a preschool, a religious school, a summer camp, lifecycle events, and a full calendar of Shabbat and holiday programming. The operations side was handling tuition variations, discount logic, dues recommendations based on giving history, yahrzeit tracking, plaque management, and payment plans across multiple commitments.

The organization had outgrown ShulCloud. Staff needed the ability to add fields, build custom reports, and adjust workflows as programs evolved, capabilities the platform wasn’t built to provide. The website called for a fresher, more vibrant look that better reflected the community, and members were looking for a more intuitive portal experience. It was time for a solution that could keep pace with their growth.

The business problem was straightforward. Too many hours were going into admin, leadership had limited visibility into members and giving, and the digital front door was actively working against the brand.