“Click & Pledge offers the best all-around solution that I’ve run across. It just checks so many boxes for so many people.” — Simon Jensen
When looking for a way to manage all of their data, Tahoe Fund staff sought a cloud-based solution that would continually evolve and adapt. Affordability was also a concern. “As a small organization, we did not want to bear the expense of a large software-based legacy system,” explains Amy Berry, CEO of the Tahoe Fund. “In addition, Paypal’s fees were large, which is part of the reason why we were looking for something new. We wanted to be able to better capture data from our donors and to have an affordable, streamlined online donation solution.”
After settling on Salesforce as their CRM, Berry enlisted the help and expertise of KELL Partners, a consulting firm specializing in nonprofit Salesforce implementations. Simon Jensen, Senior Developer at KELL Partners, helped Berry get started with Salesforce. When he saw that the Tahoe Fund was sustained by donations to individual projects, he recognized the need for a solution that would allow them to easily track these donations. He instantly knew that the flexibility and customizability of Click & Pledge was the perfect solution for them.
“Click & Pledge offers the best all-around solution that I’ve run across,” explains Jensen. “It just checks so many boxes for so many people.” Most notably, Click & Pledge’s flexible platform allows developers like Jensen to create a donation platform customized to the nonprofit’s needs. And for the Tahoe Fund, this was crucial.
“In our current environment, if you don’t have a donation form on your website, you’re really at a loss for fundraising,” explains Dorman. But Tahoe Fund staff didn’t need just a simple donation form; they needed to have a donation form that could direct funds to specific projects and was integrated visually into the Tahoe Fund website. With Click & Pledge—and Jensen’s expertise—they were able to create a donation form that was aesthetically pleasing and exceptionally efficient.
“What seems to really set Click & Pledge apart from the competition is the ability to ask custom questions and the flexibility of what we can do with a donation page,” says Jensen. He also notes that the customer service at Click & Pledge helps substantially with the customization process. “Click & Pledge has great customer support on a daily basis,” he says. “I have literally heard a sigh of relief from people who are working with Click & Pledge.”