Case Study: Birthday Wishes achieves staff time savings, reduced database costs, and stronger data security with Click & Pledge

Nonprofit Saves Valuable Staff Time, Decreases Database Costs, Increases Data Security With Click & Pledge

Birthday Wishes, a nonprofit founded in 2002 that now works with more than 200 shelters and provided birthday celebrations for over 32,000 children in 2015, struggled with an unwieldy donor database and duplicate records. Using separate subscription-based donor software and a separate payment processor produced costly duplicate entries and growing per-record bills, so Birthday Wishes sought an integrated solution and selected Salesforce with payment processing from Click & Pledge.

Click & Pledge integrated directly with Salesforce and Birthday Wishes’ new website, providing customizable donation forms (including custom fields for gifts in honor of birthdays), stronger payment security, and consistent data capture across six offices. The Click & Pledge integration eliminated duplicate records, reduced database subscription costs, and saved valuable staff time—freeing development staff to focus on fundraising and donor stewardship while improving data security and operational efficiency.

Birthday Wishes

Kasey Fitzgerald

Database and Communications Coordinator