Case studies

Some Giveclarity clients

We work with charities, non-profits and social enterprises, from the smallest operations with only two or three personnel to huge, multi-national charities with offices and operations across the globe.

Many clients are happy to lend their name to our work while others are more shy about revealing their secrets!

Here’s a selection of the former.

Organisation:

British Asian Trust

Categories

Fundraising / Membership / Email marketing / Clarity Gift Aid / Clarity Data Transform / GDPR

British Asian Trust

About British Asian Trust

The British Asian Trust was founded in 2007 by HRH The Prince of Wales to tackle widespread poverty and hardship in South Asia.

British Asian Trust aims to unlock the life potential of disadvantaged people in South Asia by being the philanthropy partners of choice for donors who want to make a significant impact in the region. By addressing key challenges and nurturing excellent grassroots solutions, this partnership can be a catalyst for change, ultimately creating a South Asia that is free of poverty, injustice and inequality.

The Challenge

British Asian Trust had a Salesforce Enterprise instance that was not well configured when it was originally set up as a result it was not been consistently used by staff.  Also, the charity was getting ready to conduct a major fundraising initiative and to improve the design of the website for this initiative. 

Project Aims

  1. Review current salesforce setup and address key problem areas.
  2. Implement track payments, pledges, recurring donations, renewals and Gift Aid
  3. Use online payment processor for credit/debit cards and direct debits and continue to use third-party platforms such as JustGiving.
  4. Event management
  5. Marking donations for eligible for DFID claim

 

The Solution

British Asian Trust had NPSP V2.0 and was upgraded to NPSP V3.0 to make use of the extra functionality that is available on v3.0 and to benefit from the continuous upgrades from NPSP.

In addition, they chose several apps from Giveclarity such as Clarity Data Transform and Clarity Gift Aid.

  • Clarity Data Transform for files from Virgin Money and just Giving and Clarity Gift Aid to manage the Gift Aid process end to end.
  • Clarity Gift Aid for recording and management of Gift aid declaration, processes gift aid claim.

Configured Salesforce for outlook to record communications in salesforce; integration with Campaign Monitor for salesforce ; simple configuration to enable capture consent for GDPR regulation; integration with Asperato for direct debit using GoCardless and card payment via Stripe; custom solution for Event management using standard functionality; automated Membership renewals and marking donations as DFIF based on the eligibility criteria.



Let's keep in touch

0845 456 3970

info@giveclarity.org

Giveclarity.org
Crown House,
72 Hammersmith Road,
London
W14 8TH

 

Tweets

#BlackFriday 50% off all November #SalesforceTraining courses! Visit: https://t.co/nNxw1OYg1h and use promo code: "… https://t.co/bJdXLy3vG7
Are you a charity using or thinking of using @salesforce ? Sign up here https://t.co/vOFnZEeNAZ to ask questions #CRM #Salesforce #charity
Clear your calendar! UK Non Profit User Group Meeting - Sept 12th 2017 #SalesforceUserGroups https://t.co/zBCqKhuwwu