CASE STUDY - SALESFORCE - NON-PROFIT
READ Foundation is a UK-registered charity delivering education, orphan sponsorship, and emergency relief programmes across multiple countries. It raises funds through online channels, mosque collections, events, and phone donations, and it runs a sponsorship programme connecting individual sponsors to the children they support.
READ Foundation's donor and sponsor operations sat across disconnected tools. We built a single donation management system on Salesforce Nonprofit Success Pack, added a custom Donation Wizard for offline giving, and opened a sponsor portal so supporters could see the children they fund without waiting on an email.
Donor information was scattered across separate tools, which made tracking and reporting difficult. Manual processes introduced errors and delays, and outreach went out untargeted, which weakened donor trust and engagement.
Fundraising activity, sponsorships, and donor engagement each sat in a different tool, so the organisation could not see its own performance clearly.
Mosque collections, event giving, and phone donations were keyed in by hand before reaching the wider system, which slowed entry and stripped appeal and campaign attribution from the gift.
Communications went to donors and sponsors without reference to giving history or engagement, which reduced their relevance.
Donors who browsed the website before reaching the donation form arrived without their original source, so campaign performance was difficult to measure.
Orphan sponsors had limited visibility into the children they supported and received standard updates rather than information about their own sponsorship.
We implemented Salesforce Nonprofit Success Pack as the central donor and sponsorship record, bringing online donations, offline donations, and sponsorships into one system. Our team built a custom Donation Wizard for fast and accurate offline entry, supported by automated workflows, real-time dashboards, and reporting. Marketing Cloud handles donor and sponsor outreach based on giving history and engagement, while an Experience Cloud portal gives sponsors secure self-service access.
All Technologies Used
Consolidated donor records into one systemwhich gives the organisation accurate information to base fundraising decisions on.
Made offline donation entry fast and accuratethrough the Donation Wizard, which keeps appeal and campaign attribution attached to gifts collected at mosques, events, and over the phone.
Strengthened donor engagement and retentionwith timely, personalised outreach driven by giving history rather than a single generic list.
Gave sponsors direct visibility into their sponsorshipsthrough a secure portal showing the children they support, sponsorship history, and renewal options, which removed the dependence on manual email updates.
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