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THE CHALLENGE

As the top radio station for news in the Puget Sound region; they were growing in both user base and donation system. To support the multiple donation systems the customer needed to centralize these donations and summarize them easily. By partnering with Fiduciary Tech, they were able to meet demand and overcome the following challenges:

  • System to track and manage Donors, Donations

  • Large user base, large amount of data

  • Needed wide range of skill sets: administrator/developers/architects, business analysts, quality assurance

  • Needed support with: migration from old system to Salesforce. managing, assessing existing system and optimizing for new implementation, building new integrations, change process and training users.

TECHNOLOGIES & SERVICES

Integrations with Eventbrite, Stripe, MobileCause

Leverage Salesforce Nonprofit Success Pack (NPSP) for donor management Email Services to intake donor csv files from multiple sources

Salesforce

WHAT WE DID

Migrated data and existing processes from a third party software to Salesforce. Integrate new donation systems into Salesforce and implement existing donor logic into Salesforce to upkeep donor membership cycles - Case Management to handle defects, user stories, and tickets.

A Man and a woman participating in a radio show

DONOR AND DONATION MANAGEMENT

Our customer is the Puget Sound region's #1 radio station for news. They are an independent, nonprofit newsroom producing award-winning stories, podcasts and events. As a result, they turned to Fiduciary Tech to upgrade their legacy donation systems to a modern system that encompasses both donor and case management.

CONTACT US

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Headquarters

1100 106th Avenue NE, Suite 101F
Bellevue, WA 98004
425-998-8505

info@fiduciarytech.com

Seoul Office

Address: Geunshin Building 506-1, 20 Samgae-ro, Mapo-gu, Seoul, 04173, Republic of Korea
02-71
2-2227

info@fiduciarytech.com

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© 2023 by Fiduciary Technology Solutions 

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