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Non-Profit Organization Management Case Studies and Customer Success Stories with Donor Management With Salesforce

 

Lowcountry Orphan Relief - Non Profit Organization Management - Small

Charleston, USA

Click & Pledge helped Lowcountry Orphan Relief solve ticket sales and donation management issues. The nonprofit struggled with high fees,... manual data entry, and lost sales due to disconnected systems. Click & Pledge integrated with Salesforce, automating ticket sales and donation tracking. Staff saved hours by eliminating manual entry. Funds now deposit automatically, and reporting is easier. The solution improved event management and cash flow for the organization.

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Greater Farallones Association - Non Profit Organization Management - Small

San Francisco, USA

Greater Farallones Association uses Click & Pledge to build and customize online donation forms. They embed these forms on their... website and share them in e-newsletters and social media. The form builder lets them tailor forms for different campaigns and add visuals. Integration with Salesforce saves time by syncing donation data. Tracking donations helps them engage donors and improve fundraising. Their work with Click & Pledge Foundation was featured in Project Ocean.

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Tahoe Fund - Non Profit Organization Management - Small

Incline Village, USA

Click & Pledge helped Tahoe Fund, a small nonprofit, streamline its fundraising. The platform enabled project-based donation tracking and integrated... seamlessly with Salesforce. Tahoe Fund eliminated manual data entry, saving time and reducing payroll costs. Custom donation forms let donors direct funds to specific projects. Staff praised Click & Pledge for its flexibility and strong customer support.

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Pelham Together - Non Profit Organization Management - Small

Pelham, USA

Pelham Together used Click & Pledge to host CouchFest, a virtual fundraising concert. The event raised over $70,000 for eight... local nonprofits, with $12,000 going to Pelham Together. Click & Pledge's CONNECT donation form made giving easy and allowed donors to split gifts among organizations. The platform's integration with Salesforce and custom options helped streamline donations. CouchFest replaced nearly all lost revenue from canceled spring events.

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Bay Aging - Non Profit Organization Management - Medium

Middlesex County, USA

Click & Pledge helped Bay Aging run its most successful Giving Tuesday ever. The nonprofit used a custom donor page... and a video campaign to raise over $32,000 in November. A bonus grant of $10,000 was awarded for their digital marketing efforts. This was the largest fundraiser in Bay Aging's history. The funds support Meals on Wheels and other aging services.

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Cleaning for a Reason - Non Profit Organization Management - Small

USA

Cleaning for a Reason used Click & Pledge to manage monthly pledges and donations. Before, their team struggled with manual... data entry and disconnected systems. Integrating Click & Pledge with Salesforce streamlined payment processing and data management. Staff now save significant time and can respond faster to donor issues. The nonprofit can focus more on helping cancer patients and supporting their partners.

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Assateague Coastal Trust - Non Profit Organization Management - Small

USA

Assateague Coastal Trust used Click & Pledge Campaign and Payment Forms to boost fundraising. They customized forms with QR codes... for easy mobile registration. Consistent branding helped build trust and recognition with donors. Integration with their CRM saved time by reducing redundant work. Creating templates in the software made annual campaigns easier to manage.

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Environmental Center of San Diego - Non Profit Organization Management - Small

San Diego, USA

Click & Pledge helped the Environmental Center of San Diego, a small nonprofit, streamline its fundraising. Their donation forms work... smoothly and connect directly to Salesforce. Volunteers save time because tracking and data entry are simple. This lets the team focus on fundraising, not admin work. The tools support their campaign to build a new coastal access trail.

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The Tahoe Fund - Non Profit Organization Management - Small

Click & Pledge helped the Tahoe Fund, a small nonprofit, save time and money by integrating donation tracking with Salesforce. The Tahoe Fund... needed a way to manage project-based donations and avoid manual data entry. Click & Pledge provided a customizable online donation platform that let donors direct funds to specific projects. The integration eliminated manual entry, saving the equivalent of a part-time employee in payroll costs. Staff praised the platform's flexibility and strong customer support.

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Cleaning for a Reason - Non Profit Organization Management - Small

Click & Pledge helped Cleaning for a Reason save time by integrating payment processing with Salesforce. The nonprofit used to... manage multiple databases, making pledge management slow and complex. With Click & Pledge, they now process 1,200 monthly pledges efficiently and get instant notifications for declined payments. Staff can now focus on helping more cancer patients and supporting their partners. The streamlined system increased efficiency and improved donor relationships.

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Lowcountry Orphan Relief - Non Profit Organization Management - Small

Click & Pledge helped Lowcountry Orphan Relief solve ticket sales and payment processing problems. The nonprofit faced high fees and... manual data entry with old systems. Click & Pledge integrated with Salesforce, saving staff hours and removing manual work. Event ticket sales resumed in 24 hours after a payment processor failure. Funds now deposit automatically, and reporting is easier. Staff can personalize receipts and thank donors quickly.

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Pelham Together - Non Profit Organization Management - Small

Click & Pledge CONNECT helped Pelham Together run CouchFest, a virtual fundraising event. COVID-19 forced them to cancel all spring... events, risking a big loss in donations. CONNECT's donation form let donors split gifts among eight nonprofits and cover processing fees. The event raised over $70,000, with $12,000 going to Pelham Together. The platform made giving easy and replaced nearly all lost fundraising revenue.

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Greater Farallones Association - Non Profit Organization Management - Small

Click & Pledge helped Greater Farallones Association build custom online donation forms. The nonprofit used these forms for annual campaigns... and embedded them on their website. Integration with Salesforce saved time by syncing donation data automatically. Staff found the tools easy to use, and tracking donations improved donor engagement and reporting. Project Ocean filming highlighted their kelp restoration work and boosted visibility.

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Environmental Center of San Diego - Non Profit Organization Management - Small

Click & Pledge helps the Environmental Center of San Diego, a small nonprofit, manage donations with seamless forms. Their volunteers use... the platform to track donations and feed data into Salesforce. The simple tools save time and make fundraising easier. This efficiency supports their campaign to build a coastal access trail.

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Assateague Coastal Trust - Non Profit Organization Management - Small

Click & Pledge Campaign and Payment Forms helped Assateague Coastal Trust save time by connecting donation forms directly to their CRM. The nonprofit used... QR codes for easy mobile registration and customized branding to build trust with donors. Consistent branding improved recognition and professionalism. Creating reusable templates reduced redundant work each year. The platform supported their fundraising and event efforts.

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Greater Farallones Association - Non Profit Organization Management

Click & Pledge donation forms helped Greater Farallones Association collect online donations. They used the form builder to customize forms... for different campaigns and add photos. Integration with Salesforce saved time by syncing donation data automatically. Tracking donations improved donor engagement and reporting. The team enjoyed working with Click & Pledge Foundation on Project Ocean, sharing their mission through film.

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Environmental Center of San Diego - Non Profit Organization Management

Click & Pledge helped the Environmental Center of San Diego, a small nonprofit, manage fundraising with ease. Their donation forms... work smoothly and connect directly to Salesforce. Volunteers save time because tracking and data entry are simple. This lets them focus on fundraising and big goals, like building a new coastal access trail. The tools support their mission and help them grow.

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Cleaning for a Reason - Non Profit Organization Management - Small

Click & Pledge helped Cleaning for a Reason simplify monthly pledge management and integrate payment processing with Salesforce. The nonprofit used... to manage data in several systems, making donation tracking slow and complex. With Click & Pledge and Salesforce, transactions now sync automatically, saving time for their small team. Cleaning for a Reason supports over 20,000 women with $5.7 million in donated services. The new system lets them process recurring pledges and donations more efficiently.

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Assateague Coastal Trust - Non Profit Organization Management

Click & Pledge Campaign and Payment Forms helped Assateague Coastal Trust improve their fundraising. The nonprofit used QR codes for... easy mobile registration. Custom branding made their campaigns more recognizable. The forms connected directly to their CRM, saving time and reducing repetitive work. Creating templates in the software helped them avoid starting from scratch each year.

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Lowcountry Orphan Relief - Non Profit Organization Management - Small

Click & Pledge helped Lowcountry Orphan Relief solve ticket sales and donation management issues. The nonprofit struggled with high fees,... manual data entry, and disconnected systems. By integrating Click & Pledge with Salesforce, they eliminated double entry and reduced costs. The solution provided easy setup, strong support, and automated deposits. This improved efficiency for their fundraising and donor management.

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The Tahoe Fund - Non Profit Organization Management

Click & Pledge helped the Tahoe Fund, a small nonprofit, manage donations for environmental projects. The Tahoe Fund needed a... way to track project donations and avoid using multiple payment systems. They chose Click & Pledge for its flexible, customizable donation forms and Salesforce integration. The solution saved time and money, letting staff focus on fundraising and project work. Staff praised the platform for its ease of use and ability to direct funds to specific projects.

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Pelham Together - Non Profit Organization Management

Pelham Together used CONNECT to host an online CouchFest event during the COVID-19 pandemic. The group faced canceled fundraising events... and a big cut to teen programs. CONNECT helped them run a live-streamed concert on YouTube, bringing together eight local nonprofits. Each group shared its mission and asked for donations. The event kept Pelham Together's work relevant and helped raise support during a tough time.

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Education Case Studies and Customer Success Stories with Donor Management With Salesforce

 

Midcoast Senior College - Education - Small

Maine, USA

Midcoast Senior College in Maine uses Click & Pledge for online registration and donations. The college serves lifelong learners aged... 55 and up, offering four terms of classes each year. Click & Pledge made registration easy for seniors and saved staff a lot of time. The team found the platform helpful and easy to use. They also use Click & Pledge for event management and donations.

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Midcoast Senior College - Education - Small

Click & Pledge helped Midcoast Senior College move to easy online registration for its 55+ learners. The college uses Click... & Pledge's registration and event management tools. Staff say the platform saves them a lot of time. They also use CONNECT for donations. The team finds Click & Pledge easy to use and very helpful when support is needed.

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Midcoast Senior College - Education - Small

Click & Pledge helped Midcoast Senior College make online registration easy for seniors. The college uses the registration package and... event management tools. Staff say Click & Pledge saves them a lot of time. Most members now use online registration, even though all are 55 or older. The donation features in CONNECT are also helpful. Support from Click & Pledge is always available when needed.

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