Vasculitis Foundation

Promoting better outcomes for patients with vasculitis

Nonprofits
Health
Salesforce

Stabilizing Salesforce for the foundation

The Vasculitis Foundation partnered with Fíonta to stabilize its Salesforce Nonprofit Success Pack (NPSP) instance and increase its value across fundraising, outreach, and operations. Their goals centered on improving data integrity, streamlining internal processes, and enhancing donor stewardship.

Challenges

Poor data quality
Lack of clear internal processes
Key features in NPSP were not fully implemented
Low visibility into fundraising and engagement metrics
Incomplete integrations

Solutions

Reorganize and clean up data model
Set up standard operating procedures
Implement NPSP configuration updates
Create customized reports and dashboards
Correct and optimize integrations

Results

Improved quality and usability of program data
Improved donor engagement and stewardship
Increased efficiency by adding automations and streamlining processes

Working with Fionta was fantastic. We were extremely impressed with their efficiency, knowledge, and communication throughout the entire partnership. Would highly recommend working with their team to maximize your Salesforce database.

Project highlights

Improving constituent records

We reorganized the data model, cleaned records, and implemented conventions to make constituent data easier to understand and act on.
Strengthening donor engagement

We introduced engagement plans and defined donor levels, automating tasks and reminders to support more consistent and meaningful stewardship.
Standardizing donation tracking

We introduced engagement plans and defined donor levels, automating tasks and reminders to support more consistent and meaningful stewardship.
Optimizing integrations

We reviewed and corrected configuration issues in Blackthorn and Mailchimp, improving reliability and ensuring smoother data flow between platforms.

Project Summary

Over three sprints, Fíonta delivered targeted improvements to build team alignment, improve stewardship, and streamline operations. Sprint 1 introduced new donation record types, refined soft credit definitions, and laid the groundwork for consistent tracking. Sprint 2 focused on donor stewardship: establishing staff portfolios, automating engagement plans, and generating timely task reminders. Sprint 3 improved data entry practices, streamlined integrations, and introduced dashboards to guide strategic decisions.

Outcomes

As a result of this work, the Vasculitis Foundation achieved:

Greater staff confidence in the accuracy and completeness of data
Shared understanding of key processes, including donation entry and acknowledgement
Time savings through the automation of previously manual tasks

Deploying changes incrementally allowed the internal team to see progress in real time. Collaboration with the Foundation’s Salesforce admin and external consultant ensured that changes were both technically sound and tailored to internal needs.