Modernizing Donor Management and Online Giving with Salesforce
Fresenius Medical Care Foundation (the Foundation) strives to improve lives and foster resilience through investment in kidney disease solutions and financial assistance for employees facing hardship. As the organization expanded its fundraising programs, it needed a modern, scalable system to manage donor relationships, track contributions, and streamline online donation processing, all within a unified platform that could evolve with the organization's goals.
The Challenge
Before partnering with Prolocity, the Foundation relied heavily on manual processes and disconnected systems to manage its fundraising activities. These limitations created challenges across core operations:
- Manual tracking of donations and recurring gifts
- Disconnected tools for managing donors, campaigns, and contacts
- No centralized solution for processing online donations
- Limited ability to segment donors, automate acknowledgments, or generate reports
- No integrated strategy for recurring donation management through iATS or ACH
- Challenges importing donation data from payment providers and payroll systems
The Foundation needed a Salesforce-based solution that could grow over time to streamline donor management, support both one-time and recurring giving, and provide a user-friendly experience for both staff and supporters.
The Solution
Nonprofit Success Pack
Salesforce Flow
FormAssembly
Reports & Dashboards
Prolocity implemented a customized Salesforce solution leveraging the Nonprofit Success Pack (NPSP), automation, and third-party integrations to streamline donor operations and online fundraising.
Key components of the solution included:
- Discovery & Requirements Definition: Conducted strategic discovery sessions with key stakeholders and created a comprehensive requirements and high-level design document.
- Salesforce Configuration: Configured Salesforce Lightning with a custom app, page layouts, and profiles tailored to the Foundation’s needs. Built custom objects, fields, and workflows to support account, contact, and donation management.
- Account & Contact Management: Implemented Household and Organization account models using NPSP, with custom fields and quick actions for streamlined navigation.
- Opportunity Management: Configured Opportunities to support donation tracking, including workflows to notify internal teams when donations are processed.
- Campaigns & Events: Enabled Campaign management to track fundraising appeals and configured online forms for event registrations and donation processing.
- Online Donation Forms: Integrated FormAssembly with iATS Payments to support secure online donation processing, including recurring donations and ACH transactions. Created customized forms with hidden fields, dynamic campaign tracking, and automatic creation of donor records in Salesforce.
- Automation: Built email workflows for tax receipts, donor acknowledgements, and donor notifications. Used Process Builder and Salesforce Flow to streamline donation record creation and updates.
- Reporting: Delivered reports and dashboards to provide visibility into fund allocations, campaign performance, and donation metrics.
- Training & Support: Conducted end-user and administrator training sessions and provided post-implementation support.
- Payroll Integration: Collaborated with the client’s payroll developers to design, test, and support an ongoing process for transferring payroll and paid-time-off donations from payroll into Salesforce.
The Impact
Integrated Donations
Record Management
Long-term Donor Retention
Automatic Critical Communication
With Salesforce and FormAssembly in place, Fresenius Medical Care Foundation now benefits from a modern, integrated system that supports both one-time and recurring donations with ease. Staff can manage donor records, process tribute gifts, track campaigns, and automate critical communications from a centralized platform. The implementation of recurring giving and ACH processing via iATS ensures long-term donor retention, while real-time dashboards and reports provide insight into fundraising performance.
Prolocity’s strategic guidance, technical expertise, and ongoing support enabled the Foundation to successfully modernize its fundraising operations and build a scalable solution that will evolve alongside the organization. Since the initial implementation, Prolocity has continued to support the Foundation through ongoing Salesforce support services, ensuring continuous improvement and alignment with the organization’s mission.
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