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Case Study

GWP Donor Management: Managed Services

Case Study

Enhancing donor management and efficiency with Salesforce.

Discover how Salesforce can help elevate donor engagement and streamline fundraising efforts.

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engagement type

Managed Services
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product

Sales Cloud
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industry

Nonprofit
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The Greater Washington Partnership, a nonprofit alliance in Maryland, Virginia, and DC, utilizes donor management to promote regional growth and prosperity.

Overview
    • Key Challenges: Diverse goals, scattered data, missed donors, poor reporting.
    • Key Solutions: Centralized tracking, custom fields, targeted outreach, event management.
    • Key Results: Stronger relationships, better management, higher retention, efficient grants.
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challenges
    • Navigating Diverse Priorities: Aligning Maryland, Virginia, and D.C.'s distinct economic goals complicated donor engagement.
    • Fragmented Donor Data: Scattered donor information across emails, spreadsheets, and paper files hindered tracking and trend analysis.
    • Missed Engagement Opportunities: Lack of a centralized system led to unrecognized repeat donors and missed major donor prospects.
    • Limited Reporting Capabilities: Insufficient data impeded the measurement of fundraising campaign effectiveness and donor impact.
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Solutions
    • Centralized Opportunity Tracking: Implemented Salesforce's "Opportunity" object to track potential and actual donations.
    • Custom Donor Fields: Created to capture detailed donor information.
    • Engagement Scoring: Used tools to assess donor interaction levels for targeted outreach.
    • Event and Activity Management: Managed donor events within Salesforce, tracking RSVPs and attendance to personalize donor experiences.
    • Notes and Activities Documentation: Leveraged Salesforce’s notes and activity tracking to document all donor interactions, ensuring continuity and personalized communication.
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Impact
    • Strengthened Donor Relationships: Personalized communication fostered stronger donor relationships, increasing engagement and support.
    • Effective Donor Management: Tracked contributions and communicated impact effectively, ensuring timely and personalized outreach.
    • Increased Donor Retention: Achieved through targeted appreciation and tailored fundraising efforts, leading to more successful campaigns.
    • Streamlined Grant Management: Simplified grant application and management processes within Salesforce, improving tracking and reporting.

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