Nonprofit

Upgrading Systems for Scalable, Donor-Centered Fundraising

The Oklahoma Medical Research Foundation (OMRF) is an independent nonprofit institute focused on understanding and curing human disease. Based in Oklahoma City, OMRF conducts internationally recognized research and relies on donor support to advance its mission. A long-time Fíonta client, OMRF uses Salesforce technology to support fundraising operations and deepen donor engagement.

This is the second project we’ve had the pleasure of partnering with Fíonta. The most recent was for our migration to Salesforce Nonprofit Cloud from NPSP, and the experience exceeded our expectations. From the outset, Fíonta dedicated time to thoroughly understand our business processes, not only ensuring that Salesforce supported our existing workflows but also identifying areas for improvement and guiding us through necessary changes.
Sonny Wilkinson
Associate Vice President of Development & Planned Giving
Client needs

OMRF first partnered with Fíonta to implement Salesforce Nonprofit Success Pack (NPSP). As their fundraising strategies evolved, so did the complexity of their internal workflows. The team began looking for ways to simplify tribute processing, improve financial handoffs, and make their data work harder. Nonprofit Cloud offered a path forward.

01
Streamlined Tribute Management

Tribute gifts often involve multiple honorees, physical cards, and a complex method of tracking tribute credits. In NPSP, this required batching and workarounds, making the process time-consuming and error-prone.

02
Simplified Gift Entry

Gift entry needed to be faster and more intuitive. Staff wanted to capture all necessary details, including tributes and financial coding, without switching screens or relying on manual steps.

03
Cleaner Soft Crediting

Tracking and reporting on soft credits across multiple objects was challenging. OMRF needed a more streamlined structure to ensure consistency and clarity.

04
Financial Handoff and Oversight

Finance staff required a review and approval process that reflected internal controls without adding complexity.

05
Reporting-Ready Data

County-level reporting, accurate householding, and reliable address data were all priorities for both operations and long-term planning.

Fíonta’s plan

We migrated OMRF to Salesforce Nonprofit Cloud and implemented Marketing Cloud with a Fíonta partner as part of a broader strategy to modernize and future-proof their fundraising systems. The engagement focused on preserving what already worked in NPSP while introducing new capabilities to support the complexity of OMRF’s tribute program, gift entry, and internal finance processes. We also improved data structure and stewardship tools to align with OMRF’s growth goals.

A guided Screen Flow now walks staff through each stage of gift entry, including capturing tribute details, financial fields, and soft credits in a single interface. To support internal financial controls, we designed a second Screen Flow that mirrors OMRF’s review and approval process. Staff can now generate tribute and receipt letters individually or in bulk directly from list views, saving hours of manual work.

We will soon introduce Accounting Subledger for improved reconciliation and replace multi-object soft credit tracking with a native model that’s simpler to manage and report on.

Bulk and Individual Document Generation

Staff can generate tribute acknowledgments and receipts directly from list views, reducing repetitive tasks and manual letter prep.

Custom Donor Summaries

A new data processing engine produces formatted donor summaries to support stewardship and leadership engagement.

Improved Data Structure

We refined how households, addresses, and reciprocal relationships are managed, ensuring cleaner data and better reporting. WIth an HTTP callout action, households’ county of residence is now identified automatically, removing the need for a third-party integration.

Results

The transition to Nonprofit Cloud brought measurable improvements across fundraising and finance. Tribute and gift workflows are more efficient, internal reviews are smoother, and staff have more confidence in the system.

  • Significant decrease in time to create tributes
  • Tributes can be generated en masse or individually for donors.
  • Gift entry and review is guided, accurate, and less manual
  • Finance and development teams share real-time visibility
  • The platform is ready to support future growth and automation

Fíonta team members
Our resourcing team staffs each project with care. Team members involved in this initiative included the following:
Project manager

Steering all project facets like budget, schedule, scope, and risk management while collaborating with technical leads on risk handling, our project managers serve as the primary liaison with clients, offering frequent updates on project progress.

Data architect

Focused on data analysis, schema design, data migration management, and complex data integration. They collaborate with clients and internal teams, handle data mappings, configure data sources, create scripts or apply tools to execute data migration and/or integrations, write test scripts, and document any deviations from original migration plans.

Configuration specialist

Specializing in Salesforce and associated systems, our experts configure client instances following technical leads’ solutions, focusing on building functionality.

Salesforce developer

Salesforce developers specialize in crafting and tailoring applications beyond what is available out-of-the-box using Salesforce-specific tools like Apex, Visualforce, and the Lightning Component Framework, and integrating with various systems through Salesforce APIs.

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