Case Study: GallantFew, a veteran nonprofit, achieves significant time savings and streamlined donor acknowledgements with Click & Pledge

Nonprofit Saves Significant Time By Using Click & Pledge And Salesforce

GallantFew, a nonprofit that helps veterans transition to civilian life, faced growing pains as its donor, volunteer, and program data outgrew a patchwork of PayPal and Excel. Although they obtained Salesforce through the Salesforce Foundation, PayPal didn’t integrate cleanly, forcing duplicate data entry across a 9,000‑name database. They engaged Click & Pledge as a single fundraising platform that integrates directly with Salesforce to address these gaps.

With consultant Dan Woodward assisting implementation, Click & Pledge was fully integrated with GallantFew’s Salesforce instance to automate donation processing, acknowledgements, and tax documentation. Click & Pledge now handles thousands of donations annually, enables personalized follow‑ups for gifts $250+, simplifies reporting, eliminates manual data entry, and has delivered substantial time savings so staff can focus on serving veterans.

GallantFew

Karl Monger

Executive Director