Thurgood Marshall College Fund

Representing the Black college community

Foundations
Academia and Education
Salesforce

Tracking and allocating funds for HBCU students

TMCF needed to convert its existing Salesforce Sales Cloud to Salesforce Nonprofit Success Pack (NPSP) for improved donor relationship tracking, enhancing TMCF’s business processes to optimize donor management and fundraising.

Challenges

Outdated user experience and visual design
Confusing navigation
Disorganized data structures negatively  impact SEO
Resource-intensive, manual content curation
Inefficient backend operations
Cumbersome content management

Solutions

Convert Salesforce Sales Cloud to NPSP
Upgrade to Salesforce Lightning
NPSP customization
Donation data migration
General Accounting Units and Campaigns (GAUs) set up
Apsona implementation

Results

Central source of data
to power its development and fundraising efforts  at scale
Enhanced member portal
enabling fellows to access self-service tools and networking features
Improved tracking
of donor relationships  and engagement

TMCF has seen explosive growth over the past two years. It has been critical to manage our data effectively. Fíonta has helped us streamline our process to better manage our relationships, track opportunities, and share information with donors and internal staff.

Betsy Burton-Strunk Vice President, Development

Project highlights

Streamlined data management

Salesforce was implemented as a centralized repository, improving information maintenance for staff.
Enhanced member portal functionality

Drupal 8 customization enabled fellows to access  self-service tools and networking features.
Seamless Drupal 7 to Drupal 8 migration

Custom modules and components successfully transferred, preserving existing appearance while leveraging new theme functionality.

Project Summary

Fíonta embarked on a comprehensive plan to implement and enhance NPSP for TMCF. Fíonta successfully converted TMCF’s Salesforce Sales Cloud to NPSP, enabling improved tracking of donor relationships and engagement.

The upgrade to Salesforce Lightning further enhanced functionality, and Fíonta’s customization of their NPSP met TMCF’s specific needs, facilitating effective tracking of corporate and individual donations. They incorporated several years’ worth of individual donations into their system and utilized General Accounting Units (GAUs) and Campaigns to allocate and track funds effectively.

Additionally, TMCF implemented Apsona to streamline data deduplication and document generation processes, seamlessly integrating solutions like MobileCause and Double the Donation with Salesforce NPSP. TMCF curated reports and dashboards to gain valuable insights, enabling better data visualization.

Outcomes

TMCF now has a reliable central source of data to power its development and fundraising efforts at scale, with ongoing training  and refinement from Fíonta as needed to ensure that the TMCF team can maximize efficiency using the Salesforce platform.