From scattered donor files to one consolidated donor view
Every donor in one place, across several entities
Key results
- One view of donors, consolidated across entities
- Integrated bank statements, no manual reconciliation
- Thousands of contacts reachable in marketing campaigns
The client
Several related non-profit entities in Belgium that raise funds for schools and community work.
The challenge
Fundraising was tracked outside any CRM. Each campaign had its own donor file. Financial reports from a partner foundation had to be cleaned and reconciled by hand before anyone could use them.
Nobody had a consolidated view of the donors. The trigger to change was a new hire to manage campaigns.
What we did
Donor files, migrated and structured. We migrated the 2024 and 2025 donor files into Salesforce and gave them one structure.
One platform, several entities. The campaign structures sit on a shared Salesforce platform that serves several related entities.
Bank statements, integrated. We built a full integration with the bank statements, so donations no longer need manual reconciliation.
Reports and dashboards. Dedicated reports and dashboards track donations and campaign performance.
The result
The entities now share one consolidated view of their donors. Bank statements flow in without manual reconciliation. Thousands of contacts are reachable in marketing campaigns.
