Gift Processing Case Study: Canadian Cancer Society

The Canadian Cancer Society partnered with Heller Consulting to implement a new customer relationship management (CRM) system. As part of the project, the organization had two major gift processing needs:

1. It regularly receives a high volume of gifts (from fundraising events and annual giving campaigns) and
   needs to enter them quickly and efficiently.
2. It needs to be able to attribute gifts to multiple GL codes consisting of combinations of five segments

Read the story about how the Heller team built a custom solution within the Canadian Cancer Society’s new CRM product that meets their unique needs..

For more on the Canadian Cancer Society story, read our co-authored blogs with the CCS staff:

• Changing the Approach to User Training for a CRM Implementation During a Pandemic
• A Real-World Story About Preparing a Nonprofit for Technology Change