Children’s Health Foundation

Transforming Donor Engagement Through a Unified CRM and Modern Supporter Communications

Go Live Date
June 2022
Important links
www.childrenshealthireland.ie

About Children’s Health Foundation

Children’s Health Foundation raises vital funds to support sick children and their families across Children’s Health Ireland (CHI) hospitals and urgent care centres. Their work spans the provision of life‑saving equipment, essential patient and parental supports, and pioneering paediatric research. CHF supports every CHI site to ensure every sick child has the very best chance.

🔗 Learn more: https://www.childrenshealth.ie/saveasmile/

The Challenge

Although CHF had united as one foundation, they were still operating two separate CRM systems. This led to:

  • Two different approaches to donor management
  • Duplicated effort and inconsistent supporter experiences
  • No organisation‑wide view of donors
  • Manual, time‑consuming processes
  • Fragmented data and limited reporting
  • Lack of GDPR standardisation
  • No unified approach to supporter communications
  • Limited ability to scale fundraising activity

To deliver on their mission, CHF needed a best‑in‑class, fit‑for‑purpose CRM and a trusted partner to help modernise their digital ecosystem. They selected Salesforce Nonprofit Cloud and Giveclarity.

Giveclarity designed and delivered a unified CRM and supporter‑communication ecosystem that enabled CHF to streamline operations, improve donor engagement, and unlock meaningful insights.

Our Core Objectives

  1. Implement a donor‑centric, scalable CRM
  2. Enable organisation‑wide data accuracy and automation
  3. Improve reporting and fundraising intelligence
  4. Support cross‑team collaboration
  5. Increase compliance with data protection and financial requirements
  6. Create a seamless digital supporter experience

The Solution

CRM & Data Transformation

Giveclarity implemented Salesforce Nonprofit Cloud with a broad scope, including:

  • Core fundraising setup (campaigns, one‑off giving, regular giving)
  • Website integration for real‑time donation and signup capture
  • Apsona document generation for thank‑yous and statements
  • Data cleansing and address verification tools
  • Clarity Banking for Autogiro processing
  • Clarity Data Transform for high‑volume data imports
  • GDPR‑compliant consent management (GcCM)
  • GcAN for donor anonymisation
  • Web‑to‑Case, case queues and supporter care workflows
  • Finance reconciliation via Export to Finance, using Giveclarity’s bespoke code

 

Modernising Supporter Communications with Pardot

Giveclarity modernised CHF’s supporter communications by implementing Account Engagement (previously Pardot) as a streamlined email marketing and engagement platform, ensuring the CRM transformation extended directly into donor experience and communication automation.
Key elements included:

    • Dynamic audience groups to ensure targeted and automated segmentation
    • A branded, flexible master email template for high‑quality communications
    • A personalised Regular Giver Welcome Journey to nurture donors from their first gift
    • Website signups integrated directly into Pardot, ensuring instant and accurate onboarding
    • Comprehensive engagement reporting to improve insight into supporter behaviour and campaign performance

The Results

CHF achieved major organisational improvements following the project, including:

  • CHF achieved major organisational improvements by moving to a unified CRM that streamlined fundraising operations, reduced manual work, improved data quality, strengthened GDPR compliance, and enabled faster, more reliable financial processes.
  • Supporter communications became more targeted and timely, with automated donor journeys, consistent branded email templates, and real‑time data accuracy providing clearer insight into supporter behaviour.
  • With Giveclarity’s support, CHF now benefits from an integrated CRM and communications ecosystem that enhances donor relationships, improves governance, supports data‑driven decision‑making, and provides a strong digital foundation for long‑term fundraising growth.
  • These improvements are reflected in CHF’s 2022 annual report, which highlights better access to information, improved reporting and dashboards, increased functionality, and stronger compliance across the organisation.
Go Live Date
June 2022
Important links
www.childrenshealthireland.ie

Campaigns Executive

"Safiyyah was absolutely brilliant....She was even able to show us solutions to problems we didn't even know we had just because of the chats we were having while going through things. It was great and despite knowing it already, she is a joy to deal with. So thanks again, it was well worth the time and effort."

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2022

Extract from annual report

“Completion and delivery of the new CRM system; Salesforce, which went live in June 2022. This involved migration of two legacy databases, design and build of the new system, and training of staff.

All employees have benefitted from this development, the positives include easier and greater access to information, better reporting/dashboards, increased functionality, and compliance."

Campaigns Executive

"Safiyyah was absolutely brilliant....She was even able to show us solutions to problems we didn't even know we had just because of the chats we were having while going through things. It was great and despite knowing it already, she is a joy to deal with. So thanks again, it was well worth the time and effort."

Like what you see?

We'd love to speak with you about our award-winning solutions!

Get in touch
Categories:
Case Management
Clarity Banking
Clarity Data Transform
Fundraising
GDPR