Ineffective Fundraising and Donor Tracking
- The team had no way to track major donors, campaigns, or board giving in one place.
- Their previous system never went live properly, even after 18 months of work the team were left with a system that didn’t work for them.
- Fundraising data lived across multiple spreadsheets and documents, creating duplication and confusion.
- Leadership lacked visibility into revenue trends, donor history, or board contributions which they wanted to use to ensure they they could properly cultivate their supporters and grow their organization over time.




