Client Overview
A leading international humanitarian nonprofit running fundraising operations across the UK and beyond reached out to ProvidusCRM.
Their fundraising operation was growing, but the technology behind it was fragmented. Donations arrived through many channels and needed to be connected back to the same donor, campaign, and fund.
They required Salesforce to become the central operational system for fundraising while continuing to use specialist platforms where they made sense.
Challenge
Their donations flowed through the website, donation forms, payment processors, crowdfunding platforms, and marketing systems. A single donation carried multiple pieces of information that mattered: donor, amount, campaign, fundraiser, fund, Gift Aid eligibility, and communication preferences. However, none of these connected reliably across their existing systems.
Their offline fundraising made things harder. Donations from phone, in-person events, and platforms like LaunchGood often landed in spreadsheets before someone eventually updated the CRM. Additionally, recurring donations required careful handling because donors could pause, miss, or change their payment arrangements.
They also needed proper Gift Aid management for their UK operation. So, the platform had to handle declarations, schedules, and HMRC claims within the same donor record, not as a separate spreadsheet exercise.
Solution
Our team implemented Salesforce NPSP as the central donor and fundraising record. We then connected GiveWP, Stripe, and Klaviyo so donations, payments, and marketing operated against a single donor model. Additionally, we built an offline donation import solution for LaunchGood and other channels.
We also built a custom Donation Wizard that turned donation entry into a guided ten-step process. So, staff could now identify the donor, capture the donation type, record the source, allocate funds, and complete payment without manually creating multiple records. The wizard supported one-time, recurring, and mixed donations, alongside multi-dimensional fund allocation by program, location, and intention.
We then extended the platform with a dedicated Gift Aid module, covering declarations, schedules, claims, and CSV generation for HMRC. Additionally, we built a Water Well Management System that connected donations to operational impact, so their team could show donors what their contribution actually delivered.
Impact
- Unified Fundraising View: We consolidated donor, donation, campaign, fund, and source data into a single Salesforce model, replacing fragmented records across GiveWP, Stripe, and offline systems.
- Guided Donation Entry: We built a 10-step Donation Wizard that supports one-time, recurring, and mixed donations, alongside multi-allocation by program, location, and intention.
- Compliant Gift Aid Processing: We introduced a dedicated Gift Aid system with declarations, schedules, claims, and CSV generation, moving UK Gift Aid management out of spreadsheets.
- Donation-to-Impact Connection: We extended the platform with a Water Well Management System, linking donor contributions to field delivery data, beneficiary counts, and donor impact reporting.
