Cases

Automation for Nonprofit Growth Score Calculation

From net growth score to a tangible indicator of nonprofit growth trajectory.

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About the Client

Our client empowers nonprofits to focus on relationship-building by helping them strategically measure and optimize their fundraising efforts.

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Our Solution

Unboxx implemented automation within Salesforce that dynamically updates donor status based on:

  • Last donation date
  • 13-month giving history

We defined a set of rules and filters tailored to each donor status type, ensuring accurate segmentation and real-time updates.

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The Benefits

  • Smarter Engagement: Donor communications now reflect past giving behavior and timing.
  • Personalized Outreach: Messaging and campaigns are tailored using historical data.
  • Strategic Sustainability: Insights help the nonprofit align fundraising with donor preferences.
  • Optimized Fund Allocation: Donations are channeled efficiently based on donor segments.
  • Growth Visibility: A Nonprofit Growth Score was introduced—serving as a clear, data-driven metric for fundraising health and trajectory.

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Case Studies

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