MODERNIZING DONOR MANAGEMENT WITH SALESFORCE NPSP
OVERVIEW
The Puget Sound region’s #1 news radio station—a nonprofit newsroom producing award-winning stories, podcasts, and events—partnered with Fiduciary Tech to upgrade its legacy donor management system. The goal was to migrate millions of donor records to Salesforce Nonprofit Success Pack (NPSP), centralize donation tracking, and support donor management.
THE CHALLENGE
The client had a custom third-party donor management system that was no longer supported. While the system had functioned for years, its one-off design limited flexibility, reporting, and scalability. As the organization grew its donor base and expanded fundraising activities, it needed a modern platform that could:
• Gain full visibility into donors and donations across all channels
• Handle a large volume of data and users
• Integrate with existing systems, including Eventbrite, Stripe, and MobileCause
• Support migration, customization, and training for administrators, developers, and staff
OUR SOLUTION
Fiduciary Tech led a full migration from the unsupported custom donor system to Salesforce NPSP. The approach included:
• Data Analysis & Transformation — Analyzed millions of existing donor records and legacy processes to identify critical data for migration and optimize structure for NPSP.
• NPSP Customizations — Created custom objects and fields to replicate essential workflows, including donor membership cycles, campaigns, and donation tracking.
• Donation Platform Integration — Connected Eventbrite, Stripe, and MobileCause to streamline donation intake and reporting.
• Migration & Validation — Migrated data to Salesforce NPSP, ensuring accuracy, consistency, and continuity for administrators and users.
KEY FEATURES
- • Salesforce NPSP for centralized donor and donation management
• Custom objects and fields to support unique workflows
• Integration with multiple donation platforms (Eventbrite, Stripe, MobileCause)
• Data transformation and migration of millions of donor records
GLOBAL IMPACT/RESULTS
- • Centralized donor and donation data for accurate reporting
• Streamlined operations for administrators and fundraising staff
• Enabled scalable growth without reliance on the legacy system
TECHNOLOGIES & SERVICES
Salesforce Nonprofit Success Pack (NPSP) — core donor and donation management
Integrations with Eventbrite, Stripe, MobileCause — donation intake automation
CONCLUSION
By moving to Salesforce NPSP, Fiduciary Tech replaced the client’s unsupported legacy system with a modern, scalable platform. The solution streamlined donor management, improved data accuracy, and integrated fundraising tools, giving the radio station flexibility to adapt and grow. With a sustainable foundation in place, the organization is positioned for long-term donor engagement and operational success.