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.
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.
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.
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.
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.