Data Design and Setup

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Fundraising

The Coalition for Home Repair uses three main fundraising channels: online donations via website, Facebook fundraising campaigns, and PayPal donations They also accept donations by check including from from Donor Advised Funds, and occasionally use a third-party such as GiveGab for Giving Tuesday. The organization previously only tracked donations via QuickBooks Online. By using Salesforce, the Coalition will be able to accurately track soft credits, partial soft credits, and easily run year-end tax receipts and thank you notes for all donors. This will help to ensure that the organization properly stewards donors, making it more likely that their donors will be retained, which will help the nonprofit meet their increased revenue goals.

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