Standardizing Operations to Drive Adoption and Scalability with Salesforce
Clean Air Task Force (CATF) is a global nonprofit organization working to safeguard against the worst impacts of climate change by catalyzing the rapid development and deployment of low-carbon energy and other climate-protecting technologies. With 30 years of internationally recognized expertise on climate policy and a fierce commitment to exploring all potential solutions, CATF is a pragmatic, non-ideological advocacy group with the bold ideas needed to address climate change.
The Challenge
Prior to the focused optimizations executed at the end of 2025, CATF’s fundraising and marketing operations faced technical friction from legacy architectures and unaligned platforms. Managing high-volume seasonal giving campaigns, such as Giving Tuesday and year-end donation surges, created extreme administrative burdens and introduced operational risks:
- Legacy platforms created extreme operational complexity and required heavy manual data entry during peak fundraising periods.
- Disjointed systems caused recurring donation sync errors, leading to inconsistencies between development reports and financial auditing logs.
- Ineffective automated communication flows and siloed marketing datasets caused extensive delays in donor stewardship and acknowledgement timelines.
- Administrative bottlenecks during year-end giving forced development teams to spend critical hours troubleshooting system errors rather than cultivating donor relationships.
- Executive visibility gaps left leadership without real-time analytics to confidently monitor pipeline forecasts or track programmatic campaign health.
CATF needed a more unified Salesforce solution that could automate tracking, enhance cross-community collaboration, organize participant data, and provide better reporting and visibility across its initiatives while allowing them to continue to grow and innovate with the latest Salesforce tools.
The Solution
Marketing Cloud Account Engagement
Nonprofit Success Pack
GoFundMe Pro
Apsona
Prolocity’s PROserve managed services team partnered closely with CATF at the end of the year to transition their fundraising infrastructure to a modern architecture, resolving critical system bottlenecks while driving continuous enhancements across the platform.
Key components of the solution included:
- Discovery & Strategic Alignment: Conducted systematic business process reviews and Q4 performance assessments to align Salesforce configuration choices directly with CATF’s international fundraising goals.
- Donation Processing Migration: Replaced legacy giving systems by fully optimizing the implementation of Classy (GoFundMe Pro) to securely process online donations, peer-to-peer giving, and recurring transactions directly into Salesforce.
- Data Integration & Sync Remediation: Resolved technical friction points by troubleshooting and repairing complex back-end syncing mechanisms for Classy recurring donations, creating absolute reliability across transactional fields.
- Marketing Automation Optimization: Overhauled Marketing Cloud Account Engagement (Pardot) configurations, updating dynamic and static lists to streamline marketing segmentation and targeted donor campaigns.
- Donor Stewardship Automation: Enhanced transactional responsiveness by leveraging Apsona to configure automated, single-letter donor tax acknowledgements directly within the CRM.
- Financial Pipeline Cleanliness: Managed critical data hygiene sweeps, including automated weekly exports and total data validations, to prepare the system for future integrations with core financial software like Sage.
The Impact
Donor Outreach
Greater Visibility
Strategic Roadmapping
Time Savings
Through their targeted end-of-year optimizations with Prolocity’s PROserve team, CATF has transformed Salesforce into a trusted, enterprise-grade system of record. Shifting from disjointed legacy software to a modernized architecture effectively minimized the organization's back-office administrative burden.
The implementation of GoFundMe Pro successfully streamlined global donation tracking, processing over $50K on Giving Tuesday alone, and more than $1.5M since its launch. Resolving the recurring donation sync vulnerabilities has established a reliable single source of truth, establishing complete visibility and confidence between development records and finance department tracking. During peak year-end giving periods, staff achieved massive efficiency gains, executing year-end receipting with a drastic reduction in manual data intervention and email overhead.
With Pardot lists cleaned and Apsona acknowledgements optimized, donor outreach is now handled with unparalleled speed and precision. Ultimately, by establishing a continuous optimization path through PROserve, CATF has built a scalable infrastructure that protects data integrity, accelerates fundraising velocity, and prepares the organization to expand its global impact.
"Prolocity continues to be an incredible resource for our organization in effectively executing our needs and has improved upon countless systems for us."
— Autumn Stover-Bailey, Salesforce Administrator, Clean Air Task Force
Since the completion of these initiatives, Prolocity has been providing CATF with ongoing Salesforce support through the PROserve team, leading strategic roadmapping sessions to continuously align platform enhancements with executive leadership goals.
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