{"id":1474,"date":"2019-04-09T10:43:41","date_gmt":"2019-04-09T14:43:41","guid":{"rendered":"http:\/\/xceedesolutions.com\/?page_id=1474"},"modified":"2022-06-30T14:10:51","modified_gmt":"2022-06-30T18:10:51","slug":"united-way-of-greater-st-louis","status":"publish","type":"page","link":"https:\/\/xceedesolutions.com\/client-success\/united-way-of-greater-st-louis\/","title":{"rendered":"United Way of Greater St Louis"},"content":{"rendered":"
<\/span><\/p>\n The Challenge<\/strong><\/p>\n Better manage top donors\u2019 overall philanthropy efforts, regardless of whether or not the donor is giving to a United Way agency.<\/p>\n The Solution<\/strong><\/p>\n Turn United Way into a philanthropy arm for high net worth individuals and family offices and operationalize it through an automated platform.<\/p>\n The Outcome<\/strong><\/p>\n United Way of Greater St Louis increased their top donor contributions by 266%.<\/p>\n St. Louis consistently ranks in the top three charitable cities in the U.S., according to charity evaluator Charity Navigator. However, with a decrease in corporate headquarters, it was important for the United Way of Greater St. Louis to find new ways maximize opportunities with its donor base to continue its tradition of improving communities and lives.<\/p>\n An idea hit Orvin Kimbrough, President and CEO of United Way of Greater St. Louis \u2013 the fifth largest United Way chapter in the world. What if the organization could help manage top donors\u2019 overall philanthropy efforts, creating a simple turnkey approach to giving, regardless of whether or not the donor is giving to a United Way agency? The United Way already vets non-profit agencies and channels money to selected organizations.<\/p>\n We have the operational expertise to act as a clearinghouse.<\/p>\n Chief Technology Officer<\/p>\n A strategy was born \u2013 and built into the organization\u2019s five-year strategic plan. The next step? Finding a partner with both the technical and user interface experience to bring the strategy to life.<\/p>\n A major goal of the effort was to automate tasks that were previously done manually. Xceede Solutions leveraged the robust power of Salesforce\u00ae as the core platform for the new technology, called the Donor Service System. While the solution tapped into Salesforce capabilities end to end, a core element is Conga Composer, which was implemented for document generation and reporting.<\/p>\n Xceede helped United Way realize the full capabilities of the Salesforce platform, and made recommendations on various ways to tackle the pain points by explaining differences in cost, time, and product flexibility. In short, we operationalized the CEO and CTO’s vision.<\/p>\n When we started, we didn\u2019t know exactly how the system would look or function, but we knew what our pain points were. Xceede helped develop process mapping and mockups of the business workflow.<\/p>\n Chief Technology Officer<\/p>\n <\/span><\/p>\n <\/span><\/p>\n <\/span><\/p>\n Salesforce\u00ae solutions<\/p>\n AppExchange apps<\/p>\n <\/span><\/p>\n Integration platform<\/p>\n Enterprise systems<\/p>\n As a direct result of the work we carried out, United Way was able to:<\/p>\n <\/span><\/p>\n Chief Technology Officer, United Way of Greater St Louis<\/p>\n The United Way of Greater St. Louis helps one in three people in the St. Louis region annually through its partnership with more than 170 nonprofit agencies. More than one million people are served by United Way each year.<\/p>\nWhat the organization needed<\/strong><\/h2>\n
DAVID POE<\/h4>\n
Our solution<\/strong><\/h2>\n
DAVID POE<\/h4>\n
Project scope<\/h3>\n
Departments<\/h4>\n
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Users<\/h4>\n
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Solutions<\/h4>\n
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Data integration<\/h4>\n
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Results<\/strong><\/h2>\n
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Since implementing the Donor Service System, contributions from high net worth donors has increased from $7.5 million in 2016 to $20 million in 2017. We\u2019ve shifted from outputs to outcomes. Clerical tasks are now done by clerical staff only, with more time for the fundraising staff to cultivate donor relationships. It is having a major impact for us.<\/h4>\n
David Poe<\/h4>\n
At a glance<\/h5>\n
United Way of Greater St Louis<\/strong><\/h2>\n