{"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":"

The project in a nutshell<\/strong><\/h2>\n

With a decline in large companies headquartered in St Louis, 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.<\/h4>\n

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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

What the organization needed<\/strong><\/h2>\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

DAVID POE<\/h4>\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

Our solution<\/strong><\/h2>\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

DAVID POE<\/h4>\n

Chief Technology Officer<\/p>\n

Project scope<\/h3>\n

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Departments<\/h4>\n