Case Studies

A historic site in Old City Philadelphia decided to move to the Salesforce Non-Profit Success Pack (NPSP) to store and manage contact and donor information. We adapted the Salesforce structure to meet the needs of the organization, imported several years’ worth of various spreadsheets, cleaned up the information to make it usable, created reports to help meet the organization’s contact management and fundraising goals, and documented the setup and ongoing operations. The organization also used NPSP to define and manage fundraising and event campaigns, and to track and manage foundation grant applications.

A Philadelphia-based religious organization needed to migrate their database of over 25,000 contacts and 20-year donation history into Salesforce NPSP. They engaged a company to do the actual work, and Espenshade Consulting provided overall project management for the effort, acting as a liaison and client advocate in order to clarify and refine requirements and to keep track of goals and deliverables.

A small New Jersey historic site engaged Espenshade Consulting to convert their address and donation lists into Salesforce NPSP. The results hold information about their 200 supporters and several years of giving history, which they now use for postal and emailed information and appeals.