Case Study: AARP
AARP retained Navatar Group to create business processes to manage donor relationships in order to improve fund-raising, as well as implemented salesforce.com to support current and future needs.
Challenge
AARP wanted to build a central process and capability to manage donors from multiple initiatives such as Major Gifts, Matching Gifts, Planned Giving and Direct Mail. AARP wanted better collaboration between these groups as well the ability to leverage relationships within their powerful member base to improve fund-raising.
Solution
- Helped the Foundation scope and plan the initiative to include the right Departments and Priorities that would transform the Resource Development capability and culture.
- Implemented Phase 1 to implement CRM for Fundraising initiatives Major Gifts, Matching Gifts and Planned Giving.
- Rolling out platform to the rest of the organization. Rollout will involve integration with membership and other legacy systems.
- Developed processes for the new organization
- Designed organization model based on the activity analysis and new process design
Results
- Common customer views across all fundraising programs to improve focus on best donors
- Ability to run targeted campaigns
- Efficient customer-centric processes
Please contact us at (212) 461-2140 or sales@navatargroup.com
